A16Z BETS $350M THAT ENTERPRISE AI NEEDS NO CUSTOMERS YETGOOGLE ALUMS LAUNCH $11.3M FUND TO BACK 'PROFITABLE' AI (FINALLY)OPENAI'S SECURITY THEATER GETS STARRING ROLE IN FEDERAL COURTSPOTIFY FOUNDER BETS $700M THAT YOU'LL PAY TO KNOW YOUR INSIDESVC ADVISER'S NEW JOB PROVES FOUNDER'S WORST FEAR: COMPETENCEACCOUNTING STAFFING FIRM RAISES $4M TO SOLVE PROBLEM IT CREATESAI SAFETY THEATER: THOUSANDS OF INCIDENTS, ZERO TRANSPARENCYMARISSA MAYER'S DAZZLE: MINING GOLD FROM YOUR LUNCH PHOTOSA16Z BETS $350M THAT ENTERPRISE AI NEEDS NO CUSTOMERS YETGOOGLE ALUMS LAUNCH $11.3M FUND TO BACK 'PROFITABLE' AI (FINALLY)OPENAI'S SECURITY THEATER GETS STARRING ROLE IN FEDERAL COURTSPOTIFY FOUNDER BETS $700M THAT YOU'LL PAY TO KNOW YOUR INSIDESVC ADVISER'S NEW JOB PROVES FOUNDER'S WORST FEAR: COMPETENCEACCOUNTING STAFFING FIRM RAISES $4M TO SOLVE PROBLEM IT CREATESAI SAFETY THEATER: THOUSANDS OF INCIDENTS, ZERO TRANSPARENCYMARISSA MAYER'S DAZZLE: MINING GOLD FROM YOUR LUNCH PHOTOS
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North American VC & M&A News — Unfiltered, Unimpressed, Unprofitable
North America Edition
Tuesday, October 6, 2026
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Opinion

Commentary, analysis, and hot takes on the VC and M&A world. Someone has to say it.

Opinion

Fed Chair Warsh Discovers Power of Saying Absolutely Nothing

Markets have replaced price discovery with Kevin Warsh fan fiction.

💀💀💀  3/5 — Strategic Inscrutability
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Opinion

Google's Climate Pivot: More Emissions, Same Messaging

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.

💀💀💀💀  4/5 — Carbon Neutral Theater
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Opinion

Tech Giants Discover Expensive Servers Cost Money, Pass Bill to You

Apple and Microsoft are raising hardware prices because training AI models is apparently someone else's problem to solve.

💀💀💀💀  4/5 — Passing The Tab
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Opinion

U.S. Discovers China's AI Works Without American Blessing

Washington's alliance pitch crumbles as Beijing's cheap models prove usefulness trumps ideology.

💀💀💀💀  4/5 — Regulatory Motte-and-Bailey
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VC

TechCrunch Asks Speeders How to Drive Slower

Two AI investors known for moving fast offer wisdom on moving fast, a genre of advice that has never once prevented anything.

💀💀💀💀  4/5 — Arsonist Fire Safety
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Opinion

AI Labs Hire Consultants to Prove Nobody Actually Minds Data Centers

Milltown Partners discovers that opposition to massive power infrastructure is largely theoretical, announces this as victory.

💀💀💀💀  4/5 — Consultant Cope
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VC

Sequoia VC: Real AI Winners Won't Sell AI (We'd Know)

A venture capitalist with billions riding on AI companies announces that actual winners won't be selling AI—presumably to someone else.

💀💀💀💀  4/5 — Recursively Self-Aware
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Unicorn

Amazon Kills Anthropic's Model in Days. Peak VC Theater.

A billion-dollar AI company discovered Friday night that shipping products requires permission slips from people who don't use them.

💀💀💀💀  4/5 — Government-Grade Whack-a-Mole
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Opinion

Musk Hits Trillion-Dollar Mark; Reality Still Loading

Axios celebrates a number so divorced from cash that even venture capital is blushing.

💀💀💀💀  4/5 — Pure Valuation Theater
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VC

AI Will Fix Healthcare Costs, VC Insists, Despite All Evidence

PwC estimates medical costs rising 9% as investors continue funding efficiency theater.

💀💀💀💀  4/5 — Technologically Tone-Deaf
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D

About DumbCapital

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.

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