Waymo's charging partner Terawatt borrows $300 million to build the physical layer beneath the robotaxi boom
Waymo's charging partner Terawatt borrows $300 million to build the physical layer beneath the robotaxi boom
Janet Harrison
Janet Harrison has over 16 years experience in the financial services industry giving her a vast understanding of how news affects the financial markets, and an early adopter of blockchain technology and digital currencies.
Janet is an active holder and trader spending the majority of her time analyzing blockchain projects, reports and watching new and upcoming projects and other initiatives in the industry. She has a Masters Degree in Economics with previous roles counting Investment Banking.
Meta and Microsoft just pre-bought the AI future, and the landlords are the ones with real leverage
Meta and Microsoft each committed roughly $50 billion in fresh data center lease obligations in a single quarter, pushing industry-wide future commitments past $700 billion. The structural shift reveals who actually holds leverage in the AI infrastructure stack and what happens if the underlying demand bet doesn't pay off.
ByteDance is seeking $20 billion offshore to fund an AI buildout that goes far beyond TikTok
ByteDance is seeking a $20 billion offshore loan, its largest ever, nearly doubling the $10.8 billion record it set nine months ago. The debt is earmarked for AI infrastructure as the TikTok parent positions Doubao against OpenAI and Google at frontier model scale. The dollar-denominated structure reflects both the size of ByteDance's AI ambitions and the strategic complexity of funding them outside Chinese domestic credit channels.
Superhuman bets on trust as it buys AI detection startup GPTZero for its 19 million users and $30M ARR
Superhuman acquired GPTZero on June 23, the AI detection platform built by Princeton grad Edward Tian that grew to 19 million users and $30M ARR. The deal folds GPTZero's hallucination detection, plagiarism analysis, and authorship verification into Superhuman Go, a cross-app AI assistant, creating what the company calls an authenticity layer for written content. The move signals that AI verification infrastructure is becoming a baseline expectation for enterprise productivity tools, not a niche
SaaS Onboarding Best Practices That Stop Churn Before Month Two
SaaS onboarding best practices decide whether your paying customers are still around in month two. Most founders build a welcome screen and call it done. The real work is getting users to a single activation event fast enough that leaving never crosses their mind.
Berlin drone startup Stark is raising €300 million after failing every military strike test eight months ago
Berlin's Stark is closing in on a €300 million raise at a valuation near €2.5 billion, backed by Sequoia and Founders Fund, eight months after its Virtus drone failed every strike attempt in live military trials. The company has since unveiled two new loitering munitions, Cascade and Gambit, as European defense VC hits historic highs.
Abu Dhabi's MGX has quietly become the most consequential AI investor on the planet
Abu Dhabi's MGX is raising up to $50 billion in third-party capital while holding simultaneous positions at OpenAI, Anthropic, and xAI, cementing the UAE sovereign fund as a structural force in frontier AI finance that rivals SoftBank's Vision Fund in scale and exceeds it in strategic precision.
OpenAI's Patch the Planet program takes its security ambitions well beyond the chatbot business
OpenAI's Patch the Planet program takes its security ambitions well beyond the chatbot business
Qualcomm is buying Modular for $4 billion to take on Nvidia where it actually counts
Qualcomm is in advanced talks to acquire AI inference and compiler startup Modular Inc. at a $4 billion valuation, Bloomberg reported on June 22, two days before the company's Investor Day. The deal would give Qualcomm the software stack it needs to back its data center chip ambitions, pairing the MAX inference framework and Mojo programming language with Qualcomm's XPU accelerator roadmap as it challenges Nvidia's dominance in AI infrastructure.
AI Customer Acquisition Automation Lets One Founder Do the Work of Three
AI customer acquisition automation has made the early-stage marketing team optional for bootstrapped founders. Tools like Clay, Instantly, and Taplio now handle lead research, outreach personalization, and content distribution at scale. What they can't replace is the judgment to know exactly who you're selling to and what's worth saying to them.
SpaceX lands a $6.3 billion computing deal with Reflection AI and is quietly becoming the infrastructure backbone of frontier AI
SpaceX has signed a $6.3 billion computing deal with Reflection AI, giving the open-source lab access to Nvidia GB300 chips at Colossus 2 in Memphis starting July 1 at $150 million per month. The agreement adds Reflection to a roster that already includes Google, Anthropic, and Cursor, and underscores how SpaceX is converting its industrial infrastructure into a commercial AI compute platform that the traditional cloud giants are struggling to match on speed and raw scale.
Seedcamp closes its largest fund yet at $320 million and bets the next decade on physical AI
Seedcamp has closed $320 million across two funds, its largest raise in nearly 20 years, with a physical AI thesis and an expanded US team aimed at helping European founders reach American markets earlier. The firm's Fund III delivered 13.32x DPI to LPs, a track record built on early bets on Revolut, Wise, and UiPath.
Lime's IPO prospectus reveals a micromobility survivor with a $845 million debt problem and Uber riding shotgun
Lime filed for a Nasdaq IPO in May 2026 targeting a $1.8 billion valuation, with Uber holding a 29% anchor stake and $886.7 million in 2025 revenue. But the S-1 contains a going-concern warning: the company has a $584.8 million liquidity shortfall and needs the IPO proceeds to repay $845 million in debt due this year. It is the first major micromobility public offering attempt in eight years, and it has almost no margin for error.
Kevin Warsh just killed the Fed's safety blanket and now everyone has to price their own risk
New Fed Chair Kevin Warsh dropped forward guidance and refused to submit a dot plot projection at the June 17 FOMC meeting, ending decades of pre-signaled rate communication. With nine of 18 members now projecting rate hikes in 2026 and long-rate uncertainty rising, founders and AI infrastructure investors face a financing environment with no Fed anchor and potentially higher borrowing costs than their models assumed.
Old EV batteries are quietly becoming the cheapest way to power AI data centers
Crusoe Energy and Redwood Materials have scaled the world's largest second-life EV battery microgrid to power AI data centers in Nevada, with 99.2% uptime over seven months. GM and Ford are now building parallel battery storage businesses, creating a supply-chain loop where EV adoption directly subsidizes AI infrastructure buildout. The economics, 30-60% cheaper than new lithium-ion storage, may prove to be one of the most consequential infrastructure convergences of the decade.
Ethereum wants you to know what you're signing before you lose everything
The Ethereum Foundation's Clear Signing standard, launched May 12, 2026, replaces unreadable hex transaction prompts with plain-language descriptions backed by cryptographic attestations. Built on ERC-7730 and ERC-8176, and supported by Ledger, Trezor, MetaMask, and Fireblocks, the initiative is the blockchain industry's most structured response yet to blind-signing exploits like the $1.5 billion Bybit hack.
