Sound Ventures' concentrated bet strategy gives way to the graveyard of failed energy and infrastructure plays.
Read full article →Markets have replaced price discovery with Kevin Warsh fan fiction.
Read full article →The search giant races to build AI infrastructure while its environmental footprint hits record highs—a masterclass in having your carbon cake and eating it too.
Read full article →Apple and Microsoft are raising hardware prices because training AI models is apparently someone else's problem to solve.
Read full article →Washington's alliance pitch crumbles as Beijing's cheap models prove usefulness trumps ideology.
Read full article →Two AI investors known for moving fast offer wisdom on moving fast, a genre of advice that has never once prevented anything.
Read full article →Milltown Partners discovers that opposition to massive power infrastructure is largely theoretical, announces this as victory.
Read full article →A venture capitalist with billions riding on AI companies announces that actual winners won't be selling AI—presumably to someone else.
Read full article →A billion-dollar AI company discovered Friday night that shipping products requires permission slips from people who don't use them.
Read full article →Axios celebrates a number so divorced from cash that even venture capital is blushing.
Read full article →DumbCapital covers venture capital and M&A in North America with the skepticism these markets have long deserved and rarely received. We are not impressed by large numbers. We are not moved by press releases. All articles are satirical commentary based on real, publicly reported deals. Nothing here is financial advice.