Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
Anthropic's $45B windfall from Google and Amazon can't mask its compute struggles, while OpenAI's GPT5.5 and Codex make waves despite missing growth targets. As China blocks a $2B AI deal, is Google poised to dominate the AI infrastructure race?
Future Implications of the US-China AI Conflict
Will Only State-of-the-Art Models Remain Relevant? A Market Equilibrium Analysis
Are Large Multi-Year Enterprise Deals Becoming Irrelevant in the Age of AI Agents?
- 01
Is the market reaction to OpenAI missing growth targets justified or overblown?
— Harry - 02
What are the implications of AI agents choosing models for large AI companies?
— Harry - 03
Will only state-of-the-art foundation models remain relevant in a market where agents choose models?
— Harry - 04
Are large multi-year enterprise deals becoming irrelevant in the age of AI agents?
— Rory - 05
What are the future implications of the AI conflict between China and the US?
— Jason - 06
What will future exit strategies be for companies given the current challenges in traditional exit routes?
— Rory - 07
Will private equity funds continue to raise large funds or shift away from their current strategies?
— Rory - 08
Is the traditional B2B software market no longer stable, affecting the viability of private equity investments?
— Jason - 09
Can AI-first startups survive without relying on debt financing?
— Harry - 10
What is the viability and value of investing in Robin Hood Ventures and Angel List USVC fund?
— Jason - 11
Is the 3.61% fee by Angel List for accessing venture funds justified or excessive?
— Jason