Global venture investment in AI soared in Q1, with OpenAI, Anthropic, xAI, and Waymo raising 65% of the total amount. (@TechCrunch)

Secondary deal volume hit a record $226 billion in 2025, up 41% year-over-year, per Evercore's annual report released in January

AI is rewriting VC valuations

Groq: Nvidia’s $20 Billion Bet on AI Inference - EE Times Nvidia's $20 billion payout for inference technology from Groq is a clear signal that real-time AI is now the real battlefield.

NVIDIA’s $20B bet on our portfolio company, @Groq, is a powerful milestone. This journey has been extraordinary, and the execution behind it even more so. Deep respect for the Groq team and their relentless focus.

www.eetimes.com/groq-nvidias...

Alphabet, Meta, and Microsoft spent nearly $80 billion on AI infrastructure last quarter

68% of all U.S. startup funding in the first half of 2025 went to California-headquartered companies

Nvidia chief calls robots ‘multitrillion-dollar’ opportunity Jensen Huang unveils AI models for humanoids and self-driving car partnership with Toyota at CES keynote

NVIDIA CEO Jensen Huang predicts robotics could become "the largest technology industry the world has ever seen"; Nvidia: the humanoids market to reach $38B in 20 years (Financial Times)

www.ft.com/content/a8ce...

Morgan Stanley sees humanoid robots reaching $4.7 trillion in annual revenue by 2050. It sees the market growing from $20 billion in annual sales in 2030 to $1.2 trillion in 2040

www.investors.com/news/technol...

Connected Minds: Preparing For The Cognitive Gig Economy What steam power and electricity were to past centuries, neural interfaces might be to this one.

@forbes.com has published my article “Connected Minds: Preparing For The Cognitive Gig Economy” www.forbes.com/councils/for...

eToro pops 29% in Nasdaq debut after pricing IPO above expected range

www.cnbc.com/amp/2025/05/...

Despite the outdated valuations, the overall outlook remains promising and impressive.

PitchBook: “for Series D investments and beyond, well-connected investors had a 4% failure rate among their investments—peripheral investors saw upwards of 15%.”

Meta's Yann LeCun predicts 'new paradigm of AI architectures' within 5 years and 'decade of robotics' | TechCrunch Meta's chief AI scientist, Yann LeCun, says that a "new paradigm of AI architectures" will emerge in the next three to five years, going far beyond the

… “world models” having a memory, common sense, intuition, reasoning capabilities — traits far beyond that of current systems, which are mostly about pattern recognition. — Yann LeCun

techcrunch.com/2025/01/23/m...

Tech giants are putting $500bn into 'Stargate' to build up AI in US

Microsoft to Invest $80 Billion in AI Data Centers in Fiscal 2025 Microsoft has revealed intentions to invest an unprecedented $80 billion in the building of AI-focused data centers throughout fiscal year 2025.

Microsoft to Invest $80 Billion in AI Data Centers in 2025

www.itnewsafrica.com/2025/01/micr...

Masayoshi Son announced today that SoftBank will invest $100 billion in the U.S. economy over the next four years in projects focused on artificial intelligence and related infrastructure

Pitchbook Outlook: Unicorn IPOs will propel growth in venture exit value.

Notable VC-backed unicorns likely to IPO in 2025:

High-net-worth individuals have about $450 trillion at their disposal. They’re expected to plow more than $7 trillion into private markets by 2033.
(Source: PitchBook)

Tech Giants Are Set to Spend $200 Billion This Year Chasing AI Three months ago, Wall Street punished the world’s largest technology firms for spending enormous amounts to develop artificial intelligence, only to deliver results that failed to justify the costs.

Amazon, Alphabet, Meta, and Microsoft will spend $200+ billion on AI in 2024

www.bloomberg.com/news/article...

Model & API Providers Analysis | Artificial Analysis Comparison and analysis of AI models and API hosting providers. Independent benchmarks across key performance metrics including quality, price, output speed & latency.

artificialanalysis.ai

A pretty good analysis and comparison of AI language models and API providers

Humanoid robots 2024

Saudi Arabia to create $40bn AI fund | AGBI Saudi Arabia plans to create a $40 billion fund to invest in artificial intelligence, according to a report in The New York Times

Saudi Arabia to create $40bn AI fund

www.agbi.com/ai/2024/03/s...

Power law in VC world

How much equity startups give first 10 employees - Average Benchmarks according to @Cartainc:

Hire 1: 1.27%
Hire 3: 0.52%
Hire 5: 0.34%
Hire 7: 0.24%
Hire 9: 0.20%
Hire 10: 0.19%