#Weekly Analysis
2 articles with this tag

AI News
Qualcomm and Superhuman both bought AI software companies this week. VCs mostly sat out.
While VCs slowed to $900M deployed, hardware incumbents wrote $6B in acquisition checks. The inference software layer just got priced.
17 days ago

AI News
Defense AI absorbed $6.2 billion this week. Strip it, and the rest of the market shrank by half.
Defense AI absorbed 44% of venture capital in the week of May 11-17, 2026. Strip Anduril and Helsing, and non-defense funding shrank 53%. Five signals from a split market week.
about 2 months ago