As generative AI evolves, a Google VP warns that LLM wrappers and AI aggregators face mounting pressure, with shrinking margins and limited differentiation threatening their long-term viability.
In this week’s episode of the Equity podcast, Glean CEO Arvind Jain explains the company’s shift from enterprise search tool to middleware layer for enterprise AI.
AI companies have been hemorrhaging talent the past few weeks. Half of xAI’s founding team has left the company — some on their own, others through “restructuring” — while OpenAI is facing its own shakeups, from the disban…
Elon Musk has merged SpaceX and xAI, creating what might be the blueprint for a new Silicon Valley power structure. With his $800 billion net worth already rivaling historic conglomerate GE’s peak market cap,…
To unpack what SpaceX’s IPO chatter means, how private liquidity works before a debut, and what investors are looking for in today’s pre-IPO giants, we spoke with Greg Martin, managing director at Rainmaker Securities, a broker-dealer specializing in s…
AI adoption in enterprise is stalling as companies don’t know where to start. Vanessa Larco of Premise VC thinks 2026 will be the year of the consumer.