The 12-month window

A lot of AI startups exist partly because the foundation models haven’t expanded into their category yet. As many jokingly acknowledge, that won’t last forever.

VC Ron Conway says he has a ‘rare form of cancer’

Conway wrote that he “will be stepping back from some of my usual activities,” but he will “continue to support” founders backed by his firm SV Angel.

New leaders, new fund: Sequoia has raised $7B to expand its AI bets

The fundraise is the first major capital raise under Sequoia’s new leadership, with Alfred Lin and Pat Grady now serving as co-stewards of the 54-year-old firm.

Upscale AI in talks to raise at $2B valuation, says report

AI infrastructure company Upscale AI is reportedly in talks to raise its third funding round since launching just seven months ago.

Accel raises $5B to back late-stage bets

Accel announced on Tuesday that it raised $5 billion in fresh capital to back late-stage companies building AI.

Anthropic shrugs off VC funding offers valuing it at $800B+, for now

VCs are frothing at the mouth to write more checks to Anthropic at a valuation that matches or beats OpenAI’s.

Financial risk management platform Pillar raises $20M seed in round led by a16z

Pillar’s investors include a16z, Uber CEO Dara Khosrowshahi, Crucible Capital and Gallery Ventures.

Vercel CEO Guillermo Rauch signals IPO readiness as AI agents fuel revenue surge

“The company is ready and getting more ready for every day,” Rauch said about an IPO at HumanX conference.

Nvidia-backed SiFive hits $3.65 billion valuation for open AI chips

The deal is interesting for a number of reasons, including that SiFive’s chip designs are based on RISC-V, not x86 or ARM.

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