Capital
Funding, M&A, market dynamics, and investor narratives in the agent economy
Capital
Agentic AI ROI: Metrics That Survive a CFO Review
Anticipated agentic AI ROI hits 171 percent while most pilots show no P&L impact. The 2026 framework, cost and value…
Sovereign AI in 2026: Every Nation’s Model Mapped
A country-by-country map of sovereign AI in 2026: national foundation models, GPU programs, and the funding behind Korea, Japan, India,…
AI Circular Financing: The Nvidia-OpenAI-Oracle Money Loop
AI circular financing explained: how Nvidia, OpenAI, and Oracle keep paying each other, the $800B loop, and whether the AI…
AI Industry 2026: Funding, Valuations and Market Map
The AI industry 2026 hub: funding and valuations, M&A, company timelines, compute spend, talent, and the bull vs bear market…
Humanoid robots 2026 — Tesla, Figure, 1X enter real deployment
humanoid robots 2026 moved from demos to factory pilots, with Tesla, Figure, and 1X outlining real deployments, pricing, and scale…
Chinese AI models 2026 — open-weight lead
Chinese AI models 2026 are reshaping the market with open weights, rapid releases, and a reported 35× API price gap…
India AI startups 2026 — Sarvam, Krutrim, Bhashini and the three-tier landscape
India AI startups 2026 is becoming a three-tier story: Sarvam leads sovereign labs, Krutrim pivots to cloud, and Bhashini scales…
Mistral M&A timeline 2024-2026 — full-stack turn
Mistral M&A timeline 2024-2026 tracks how the French lab moved from frontier models to cloud infrastructure and industrial AI in…
Anthropic May 2026 announcements — every major move in one timeline
Anthropic May 2026 announcements span a 17-day blitz: Stainless, Karpathy, KPMG, Amazon compute, AWS GA, and Code with Claude.