Julian Lim

Julian Lim · Jun 1, 2026

EQT is betting that infrastructure can still pull in giant checks

EQT has set a EUR 21 billion target for EQT Infrastructure VII, equal to about $24.5 billion. The raise will test whether institutional investors still want mega-scale infrastructure exposure as AI data centers, power demand and digital networks reshape private markets.

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Julian Lim · May 31, 2026

Wix layoffs show AI is becoming a cost story for workers

Wix is cutting roughly 1,000 workers, about 20% of its workforce, as AI and currency pressure reshape its operating model. The move shows how AI productivity claims are turning into real payroll decisions across software companies.

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Julian Lim · May 31, 2026

Strategy's Bitcoin bet is becoming a governance test

Strategy's latest public disclosure shows 843,738 BTC, worth roughly $62 billion at current prices, alongside a more complex capital structure. The company remains the largest corporate Bitcoin holder, but the bigger question is now governance, liquidity and whether other boards see its playbook as scalable.

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Julian Lim · May 31, 2026

China's factory slowdown puts pressure on Beijing's tech push

China's official manufacturing PMI fell to 50.0 in May as new orders and export demand weakened. The slowdown matters for startups, AI hardware buyers and investors because China's factory cycle still shapes global supply chains and risk sentiment.

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Julian Lim · May 31, 2026

Bloomberg's Africa list shows Nigerian startups are solving harder problems

Bloomberg's latest Africa Startups to Watch list points to a more practical phase for African entrepreneurship. Nigerian companies such as 10mg Health, Remedial Health and Sycamore show how investors are moving toward startups solving credit, healthcare and infrastructure problems that are hard to ignore.

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Julian Lim · May 31, 2026

AI agents are starting to do real research math

Google DeepMind’s AlphaProof Nexus has produced machine-checkable proofs for real open mathematical problems. The result shows why autonomous research agents could become a serious commercial infrastructure layer, not just another AI demo.

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Julian Lim · May 31, 2026

Wall Street is already building funds for the SpaceX IPO

SpaceX has filed publicly for its IPO, and ETF issuers are already building leveraged and inverse funds tied to its future shares. The rush shows real demand for access, but it also raises questions about speculative products forming before the stock has even begun trading.

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Julian Lim · May 31, 2026

DuckDuckGo turns Google's AI search push into an opening

DuckDuckGo says traffic to its No AI search page more than tripled after Google's latest AI search announcements. The spike shows that AI-free search is becoming a meaningful product differentiator, even if the bigger test is whether users stay.

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Julian Lim · May 30, 2026

BNB rally shows how Binance still moves crypto markets

BNB rose sharply after Binance teased a June 1 product reveal, with traders speculating about a product being discussed as Haystack. The move shows Binance's continuing influence over crypto market sentiment, but the real test will be whether the product creates measurable utility for BNB or BNB Chain.

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Julian Lim · May 30, 2026

OpenAI is assembling a full Wall Street syndicate as its trillion-dollar IPO moves from rumor to reality

OpenAI has held discussions with Citigroup and JPMorgan Chase about joining its IPO bank syndicate alongside Goldman Sachs and Morgan Stanley, days after filing a confidential S-1 with the SEC. The company is targeting a September 2026 listing at a potential $1 trillion valuation, which would be the largest tech IPO in history.

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Julian Lim · May 30, 2026

Meta filed WARN notices for more than 2,200 Menlo Park jobs as its AI overhaul reshapes the company from the inside out

Meta filed WARN notices for more than 2,200 Menlo Park jobs as its AI overhaul reshapes the company from the inside out

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Julian Lim · May 29, 2026

Liquid AI is betting the next edge AI winner will be smaller

Liquid AI's latest LFM2.5 release sharpens a real market argument: compact models with strong tool use are starting to look less like compromise and more like a practical edge AI strategy.

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Julian Lim · May 29, 2026

The KitKat Heist and the Crypto Bill That Wont Die

A stolen truck of KitKats and a stalled Senate crypto bill reveal the same 2026 survival strategy: brands and networks without a central head to cut off can shape any crisis.

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Julian Lim · May 29, 2026

Glean hits 300 million ARR by selling AI budget cuts

Glean hits 300 million dollars in annual recurring revenue as the enterprise AI search platform pivots to selling budget rationalization, signaling how CFO skepticism is reshaping the enterprise software market.

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Julian Lim · May 29, 2026

Why New Blockchains Are Beating Bitcoin and Ethereum at Their Own Game

Bitcoin and Ethereum keep breaking under pressure. Newer blockchains offer a way out,and governments can't stop any of it.

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Julian Lim · May 29, 2026

Kraken pays 2.5% Bitcoin yield through DeFi backdoor

Kraken's new Bitcoin Vault pays up to 2.5% APY by routing customer BTC through DeFi lending protocols, not exchange lending desks , and within ten hours of launch, 30 million from 4,000 wallets had already tested the waters.

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