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Tech

+4

Why Did Capital One Just Spend $5B+ to Buy Brex?

Jan 28, 2026

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7 min read

Why Did Capital One Just Spend $5B+ to Buy Brex?

The quiet battle for the future of digital payment rails

Trace Cohen
Trace Cohen

Tech

+4

SaaS isn’t dead. It just isn’t the main character anymore.

Jan 21, 2026

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6 min read

SaaS isn’t dead. It just isn’t the main character anymore.

We need to build castles now to protect our data, not moats to protect the business

Trace Cohen
Trace Cohen

Tech

+4

a16z, Fund Size, and the Math of Outsized Venture Returns

Jan 14, 2026

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7 min read

a16z, Fund Size, and the Math of Outsized Venture Returns

Why scale does not break venture returns when ownership, duration, and market structure change

Trace Cohen
Trace Cohen

Tech

+4

Enterprises Now Have to BUY Because They Can’t BUILD

Dec 17, 2025

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5 min read

Enterprises Now Have to BUY Because They Can’t BUILD

Internal teams cannot replicate specialized technology, data moats, and domain expertise fast enough to stay competitive.

Trace Cohen
Trace Cohen

Tech

+4

The Great, Good, Bad & Ugly of VC Fund Economics

Dec 10, 2025

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7 min read

The Great, Good, Bad & Ugly of VC Fund Economics

What the newest Carta data actually reveals about how venture funds operate

Trace Cohen
Trace Cohen

Tech

+4

140 Vertical AI Startups Worth over $120B Are Reshaping the Industrial Economy

Dec 3, 2025

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5 min read

140 Vertical AI Startups Worth over $120B Are Reshaping the Industrial Economy

A new dataset of category-defining companies reveals where AI value is actually accumulating — and why the next decade will belong to founders building inside high-stakes industries.

Trace Cohen
Trace Cohen

Tech

+4

The Trillion-Dollar AI Backbone: The Next Great Industrial Evolution

Oct 15, 2025

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8 min read

The Trillion-Dollar AI Backbone: The Next Great Industrial Evolution

Why America’s Ai boom isn’t a bubble, it’s an amalgamation of steel, silicon, and raw power.

Trace Cohen
Trace Cohen
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