Jan 23, 2026
$339.4B deployed, but the math is broken. While the headlines scream "VC is back," 99.95% of founders are fighting for scraps. Here is the brutal reality of the 2026 bifurcation.
Dec 19, 2025
They're raising $2.2B to invest in AI. All while warning investors that AI valuations are "elevated and unsupported by fundamentals." Here's what that means.
Nov 27, 2025
Profitability gives options. Final clue before my take on Friday. Some companies don't need exits.
