World Fertility Collapse Threatens Growth And VC Theses

A new paper finds humanity has fallen below replacement fertility, reshaping growth forecasts and VC bets on robotics, automation and AgeTech.

VCs Fund AI Agents’ Second-Order Fallout Before It Hits

As AI agents take over more work, a new investable market is emerging: the technical and human problems they leave behind.

Hourly Power Trading Arrives As US Grid Costs Climb, These Companies Are Leading The Way

AI data centers are straining US power grids. A new hourly electricity derivatives exchange and its VC backers are betting on the fallout.

Andrew Ng Maps The AI Skills That Decide Which Teams Ship Efficiently

Andrew Ng’s skills map, built from 10,000 job postings, names four AI engineering skills. What it means for founders raising into a $510 billion venture market.

How The Pre-Seed Funding Playbook Is Changing For Founders

AI is changing pre-seed funding. Here’s why investors expect more traction from founders and how the startup funding playbook is shifting.

Political Identity Now Drives Billions In Consumer Funding

Wearables, wallets and scanners show political and lifestyle identity now drives billions in venture funding across a 2×2 consumer market map.

Coding Jobs Vanish For Juniors As AI Reshapes Career Path

AI coding tools hit $60 billion valuations while junior developer hiring keeps falling, splitting software careers into two tracks.

The Four AI Narratives Splitting Venture Capital Right Now

The AI bubble case is four separate arguments with four different tests. Burry on depreciation, Gurley on revenue, Zitron on solvency, MIT on deployment.

Google says hackers are calling financial firm employees to hack and extort victims

Groups of hackers are breaking into large U.S. financial firms to steal sensitive data and extort victims, Google’s security researchers report.

Space Compute Is Moving From Science Fiction To Infrastructure

As satellites generate more data than Earth can efficiently process, space compute is emerging as a new infrastructure category for AI, storage and edge computing.