Fundraising

AIKleiner Perkins partner Ilya Fushman says AI is still early in reshaping the economy, with opportunities spanning frontier models such as Anthropic's, consumer agents, autonomous vehicles and robotics. He argues physical AI could produce the next trillion-dollar companies and says he is increasingly optimistic about the IPO and M&A markets. He spoke with Ed Ludlow on "Bloomberg Tech."

AIJared Gross, head of institutional portfolio strategy at JPMorgan Asset Management, says the AI buildout is a boom, not a bubble. He discusses AI asset allocation in a Bloomberg interview as credit markets grow jittery over more mega debt deals financing the AI arms race.

AIBending Spoons CEO Luca Ferrari said falling software company valuations create buying opportunities as the firm aims to benefit from AI disrupting the industry. The source does not provide further details on specific deals, figures, or timelines.

AIEvan Cheng, CEO of Mysten Labs, presented the Sui Agent Pass at Sui Basecamp in Singapore as a way to bound AI agent authority over money. Users would define allowed actions, assets, recipients, and permission duration, with the system itself enforcing those limits so that losses stop at a predefined cap even if an agent is compromised. The article argues that the real challenge is making such limits impossible to bypass when failures occur.

AIZhang Lei, then a recent PhD graduate working mainly on image retrieval, beat a team led by face recognition expert Li Ziqing in a 2002 Microsoft Research Asia contest to build a face detection system. He cut the false-positive rate from roughly 50% to 1%, and the algorithm was integrated into Windows. Several members of his team later became prominent figures in China's technology industry.

AIFormer BitMEX CEO Arthur Hayes says humanity is wasting multi-trillion dollars on AI data centers that will eventually be overbuilt, causing a crash and a bailout that he expects will benefit bitcoin and other crypto. He expects infrastructure providers to seek payment for committed compute around late 2027 or 2028. Hayes is backing Flop, an AI-agent payments project expected to launch in the first quarter of 2027 that aims to create a spot market for computing power.

AICitrini Research argues that agentic finance, built on top of blockchains, is creating a new paradigm of fundamental crypto investing. The source does not provide further details on specific products, figures, or timelines.

AISingapore's Temasek says an unwinding of the artificial intelligence trade poses the biggest risk to markets, though it does not see that as imminent. Rohit Sipahimalani, Temasek's chief investment officer, said AI has kept U.S. stocks near record highs despite rising Treasury yields, while roughly half the Russell 3000 stocks sit at least 20% below their June highs. Temasek remains bullish on AI long term, aiming to raise its publicly traded AI exposure from about half to 70% to 75%.

AIAI is driving one of the largest capital spending cycles in decades, raising questions about how the investment will be financed and where credit-market risks and opportunities will emerge. PIMCO's Lotfi Karoui, Goldman Sachs' Amanda Lynam and Barclays' Brad Rogoff discussed these issues with Bloomberg's Romaine Bostick at the Bloomberg Future of Fixed Income 2026 conference in New York.

AIIMF Managing Director Kristalina Georgieva said AI investment is becoming a key driver of countries' relative economic fortunes, but the boom is also inflationary and could widen inequality. She warned that AI could add up to half a percentage point to annual world growth if done right, while high interest rates, soaring energy costs and record public debt strain governments. She urged policymakers to stop delaying painful choices on debt and consider a prudently hawkish monetary stance.

AICNBC's Jim Cramer said rising borrowing costs are dividing the stock market, with AI businesses largely insulated while rate-sensitive sectors face pressure. He cited data center builders, semiconductor firms, power providers and cybersecurity companies as far less constrained, since lenders remain eager to finance AI growth. Wednesday's $39 billion 10-year Treasury auction drew strong demand, though the 10-year yield briefly hit 5.365%, its highest since April 2002.

AICNBC's Jim Cramer said Thursday's AI stock sell-off, which followed a Financial Times report that OpenAI's annualized revenue was about $20 billion below previously signaled levels, shows why investors need diversification. Oracle fell 5.5% and Broadcom dropped 4.35%, while Home Depot rallied as Treasury yields eased. Cramer argued that concentrated portfolios risk panic-selling and missing a recovery.

AIMichael Burry argues that Microsoft, Amazon, Google, and Meta are spending on AI to expand an oligopoly, with OpenAI, Anthropic, and Oracle seeking a share. He says data center financing tied to private equity, private credit, and insurers is showing strain, with long-term rates rising before the buildout timelines play out.

AIOpenAI cut Luna prices by more than 80% to win share, while frontier models' share of tokens slipped from 53% in August into the mid-40s as buyers shifted to cheaper tiers. The author argues that in this commoditizing market, value accrues to platforms that control distribution and aggregate usage rather than to labs with marginal benchmark leads.

AIOrange AI (@oran_ge) argues that Instinct, viewed through its business model, resembles an AI version of Ctrip, the Chinese travel booking platform. The post gives no further details on Instinct's operations, products, or figures.

AIGartner's latest forecast projects AI spending rising 49.7 percent to $2.67 trillion in 2026 and 36 percent to $3.64 trillion in 2027, following a 2.6X jump to $1.79 trillion in 2025. Traditional IT spending is in recession, shrinking 12.5 percent in 2025 and projected to fall further, which the article says means AI spending will exceed traditional IT spending in 2027.

AIThe X article "How to raise venture capital, chapter 4: When to Raise" argues that no fixed ARR or growth milestone reliably predicts a closed round, calling the common "raise when you can" advice tautological. The author says founders are ready to raise once money reaches their bank account, citing Scale AI's Series A led by Dan Levine weeks after founding. The article also states that investors have shifted funding toward the promise end of the stage axis as AI has accelerated innovation.

AIIndependent Chinese AI safety work has very little funding, and the Charity Law and Overseas NGO Law limit both domestic and foreign money flowing to nonprofits. Chinese charitable giving was about $21 billion in 2023 versus $557 billion in the US, with companies supplying 77 percent and most AI safety work sitting in state-backed institutions and universities. The author suggests options such as overseas compute, exchange programs, investment in safety companies, and a domestic regranting fund.

AIAmjad Masad of Replit and Alex Atallah of OpenRouter discuss why AI independence and model diversification matter for enterprises. They argue that depending on a single lab risks lock-in and that specialized agents may outperform one general superagent. The post presents the conversation as a podcast episode, the first Atallah has done since Stripe acquired OpenRouter.

AISpeculation about Jony Ive's secret OpenAI hardware has shifted from a voice-based desk device in May 2024 to a wearable pin, then a pen, and now a 3D donut with a swivel piece. The post points to the Dots logo as a donut, suggesting the design has moved toward that shape. The author notes that the rumors remain unconfirmed.

AIDeedy, writing as a bull-case rebuttal to a bearish post, argues that compute is a cornered resource that neolabs can secure during a limited funding window. He says big labs face an innovator's dilemma that leaves openings for neolabs, and that many are already generating revenue quietly. He concedes the sector is early and that the original post's point was about how hard these businesses are to run, not that they are impossible.

AIA neolab is a startup of AI researchers that raises large pre-production funding to finance GPU compute, with 1000 GB300s (about 14 NVL72 racks) costing $125-150M over 3 years, roughly 2-2.5MW. That buys about 10^25 FLOPs per quarter, enough for a GPT-4-level model that is 1-2 OOMs behind the frontier for pretraining. Recouping $10M in training at 50% inference margin would take serving about 10T tokens at a $2/M blended price, so neolabs often pivot to a different model game, proprietary data, or high-revenue niches.

AIThe X user howie.serious says Claude Opus 5.5 delivers high language quality, good visual taste, strong code quality, and notably low token usage. He also compares Anthropic's reported roughly $2 trillion IPO valuation with OpenAI's roughly $1.2 trillion fundraising valuation, arguing OpenAI is worth about 0.6 Anthropics and the gap may widen.

AILatent.Space's podcast episode features Richard Socher discussing Recursive, a new neolab that raised $5B to pursue open-ended, self-improving AI for AI research. The conversation covers the Eureka Machine, Socher's 10 Spaces of Intelligence, AI peer review, and the idea that this could be humanity's last invention.

AINVIDIA CEO Jensen Huang says NVIDIA compute is fungible, durable and highly rentable, making it a productive, revenue-generating asset. Background from @OrnnExchange notes that H100 rental prices rose 22 percent month over month to $3.28 an hour, even though the chip is three years old.

AICombined annualized revenue for OpenAI and Anthropic reached $105 billion by August 2026, up 3.5 times from $30 billion at the start of the year. The author argues the key question is whether this growth comes from continued capability progress or from diffusion that will saturate. At the 3 times annual pace, frontier AI revenue would take about six years to reach today's world economy size.

Why it matters: The piece tests whether OpenAI and Anthropic's hypergrowth reflects a temporary coding-agent spike or durable progress, using revenue scale to frame the question.

AIDylan Patel argues that Anthropic and OpenAI are on track to control most of the world's usable compute by 2028, because they can monetize compute better and outbid others. He estimates the labs grew from about 2 gigawatts each at the start of this year to above 5 gigawatts by year end. The discussion also covers whether roughly $10 trillion of AI capex could trigger a sovereign debt crisis through higher interest rates.

AITri Dao says Etched designed and produced its chips within two years by hardcoding attention into silicon and reaching high MFU. He expects hardware built for LLM inference to cut the cost of intelligence by 10x. The quoted Etched post says it has built its first racks after an A0 tapeout, raised $800m, holds $1B+ in customer contracts, and plans to ship the racks this summer.