“This is something that we haven’t seen in such a scale and in such a short time. It’s a huge supply event.”

Investors are pouring money into Artificial Intelligence, even as economic worries grow. SpaceX's massive IPO signals strong AI interest. Companies like Google are expanding AI…

Plus, Gigascale raises a climate-focused hardware fund & VC firms start seeing better TVPI

SpaceX’s record-smashing IPO plan shows investors are eager to keep pouring money into all things AI, even as alarm bells ring for the wider economy.

OpenAI, Anthropic, and SpaceX are pricing in a global AI economy that doesn't exist yet — and their durable money is in São Paulo and Addis Ababa.

Expenditure is growing fast and consumer take-up accelerating. But alarm bells are sounding

“This is something that we haven’t seen in such a scale and in such a short time. It’s a huge supply event.”