SaaS isn't coming back - It's Ai or Nothing.

The agentic shift isn't an upgrade to the software model — it's a replacement. Here's what this week's $4B+ in AI rounds tell us.

Tech & venture capital, with the VC take — Thursday, June 19, 2026

The AI race has become a balance-sheet contest -- even cash-rich Alphabet is now raising equity to keep funding it, and Warren Buffett just wrote the check.

New AI Startup Valuation vs Revenue: Why the Multiple Is Meaningless Before $10M ARR

In 2026 AI startups raise at 100x revenue, and some raise at $1B+ before booking a single dollar

SaaS isn't coming back - It's Ai or Nothing.

The agentic shift isn't an upgrade to the software model — it's a replacement. Here's what this week's $4B+ in AI rounds tell us.

Tech & venture capital, with the VC take — Thursday, June 19, 2026

The AI race has become a balance-sheet contest -- even cash-rich Alphabet is now raising equity to keep funding it, and Warren Buffett just wrote the check.

New AI Startup Valuation vs Revenue: Why the Multiple Is Meaningless Before $10M ARR

In 2026 AI startups raise at 100x revenue, and some raise at $1B+ before booking a single dollar

I went viral (1M+ views!): NYC summers hate your weekends.

I went viral last week for my fun data, analytics and Ai project

SpaceX S-1 Breakdown: The Financials Behind the Largest IPO Candidate in Tech

At a $350B valuation and $4.694B of Q1 revenue, SpaceX would be valued at roughly 18.6x annualized Q1 revenue.

IPOs are not broken. Reality just changed

The data tells a very different story than the common narrative that “the IPO market is dead.”

Palantir Was Right; Tech + Service = Ai Adoption

Canals are a better metaphor for modern defensibility than moats.

The next great moats may not look like walls at all.