Jun 13, 2026 · 11:01 AM
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Walter Schulze

Walter Schulze brings all the breaking news stories in the tech and startup world and to ensure that Startup Fortune offers a timely reporting on the trends happen in the industry. He now works on a part time basis for Startup Fortune specializing in covering tech and startup news and he also sheds light on investment opportunities and trends.
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Insta360 is pushing DJI into a creator camera patent fight
Walter Schulze ·
Insta360 is pushing DJI into a creator camera patent fight
Insta360's Luna Ultra is now available in the U.S. at $769.99, giving it a timely opening against DJI's Osmo Pocket line. The bigger story is how creator-camera companies are turning AI tracking, stabilization and image processing into patent battlegrounds.

Roku is testing whether its streaming plumbing belongs inside a giant
Walter Schulze ·
Roku is testing whether its streaming plumbing belongs inside a giant
Roku shares jumped after reports that the company is exploring strategic options, including a possible sale. The timing matters because Roku is stronger after raising guidance, but media consolidation is making control of the connected-TV interface more valuable.

Nectar Social shows where enterprise AI is moving next
Walter Schulze ·
Nectar Social shows where enterprise AI is moving next
Portland Leather Goods used Nectar Social to cut social response times from as long as 48 hours to just over one hour. The bigger story is how AI is turning comments, DMs, and creator posts into commerce and support infrastructure.

BlackRock's HPS fund gates investors twice as private credit's liquidity frays
Walter Schulze ·
BlackRock's HPS fund gates investors twice as private credit's liquidity frays
BlackRock's $26 billion HPS Corporate Lending Fund has gated investors for a second consecutive quarter, honoring only $620 million of roughly $1.6 billion in withdrawal requests. The escalating redemption pressure, mirrored across funds at Blue Owl, Morgan Stanley, and Cliffwater, reflects a structural mismatch between the quarterly liquidity windows non-traded BDCs sold to investors and the illiquid long-duration loans sitting underneath them.

Mistral AI at €20 billion is a bet on European sovereign AI coming into its own
Walter Schulze ·
Mistral AI at €20 billion is a bet on European sovereign AI coming into its own
Mistral AI is in funding talks that would put its valuation at roughly €20 billion, up from €11.7 billion just nine months ago, as annual recurring revenue hits $400 million and European enterprises accelerate their shift toward sovereign AI. The Paris-based startup is building 200 megawatts of compute capacity across Europe while EU regulatory pressure on US labs hands it a growing structural sales advantage.

Kioxia surpassed Toyota as Japan's most valuable company on AI memory demand
Walter Schulze ·
Kioxia surpassed Toyota as Japan's most valuable company on AI memory demand
Kioxia Holdings surpassed Toyota Motor on June 12 to become Japan's most valuable publicly traded company, with shares up more than 660% year-to-date after an 18-month run since its December 2024 IPO. The memory chipmaker is forecasting net profit of ¥869 billion for the April-June quarter, a 48-fold increase year-on-year, driven by record AI data center demand for NAND flash storage. The shift reveals where the AI buildout is concentrating its financial rewards: not in compute alone, but in the

The Senate Has Eight Weeks to Settle Who Governs Crypto in America
Walter Schulze ·
The Senate Has Eight Weeks to Settle Who Governs Crypto in America
The Digital Asset Market Clarity Act landed on the Senate Legislative Calendar in June 2026, setting up an eight-week sprint to a floor vote before the August recess. Two Democratic swing votes, Arizona's Ruben Gallego and Maryland's Angela Alsobrooks, hold the bill's fate as Republicans need at least seven Democrats to clear the 60-vote cloture threshold. Senator Lummis has warned that failure before August could push the next viable legislative window to 2030.


Barcelona startup THEKER closes Europe's largest robotics Series A with $85 million
Walter Schulze ·
Barcelona startup THEKER closes Europe's largest robotics Series A with $85 million
Barcelona's THEKER has raised $85 million in Europe's largest-ever robotics Series A, led by CRV with Samsung, LVMH, and Cathay Innovation joining existing backer Inditex. The company builds AI-native generalist factory robots that deploy in days and learn continuously in production, directly challenging the task-specific reprogramming model that has dominated industrial floors for decades.

MediaTek doubles its AI chip target to $2 billion and enters the data center
Walter Schulze ·
MediaTek doubles its AI chip target to $2 billion and enters the data center
MediaTek has doubled its 2026 AI ASIC revenue target to $2 billion, anchored by a Google hyperscaler program and its co-designed N1X CPU inside Nvidia's RTX Spark AI PC chip. The company is targeting 10 to 15 percent of a $70 to $80 billion custom chip market by 2027, challenging Broadcom's long dominance, while investor rotation out of concentration-heavy TSMC positions has driven MediaTek shares up roughly 150% year-to-date.

Walter Schulze ·
Software Stocks Are Posting Record Earnings While Investors Price In Their Obsolescence
The iShares Expanded Tech-Software Sector ETF has shed roughly 14% year-to-date while the S&P 500 gains 6%, even as software companies post double-digit earnings growth and the strongest EPS revisions in the index. The disconnect reflects a market repricing the per-seat SaaS model ahead of actual revenue damage, with AI coding agents and workflow automation forcing institutional investors to choose between buying the dip or validating the structural re-rating.

American traders moved billions through Polymarket's offshore exchange while the company quietly lobbied Washington to change the rules
Walter Schulze ·
American traders moved billions through Polymarket's offshore exchange while the company quietly lobbied Washington to change the rules
A Rutgers study estimates American traders moved between $11 billion and $34 billion through offshore prediction markets over the past year, with Polymarket capturing most of the volume despite a 2022 CFTC ban. The company has now formally petitioned regulators to open its main exchange to US users, a test case for how the Trump-era CFTC intends to handle crypto-native financial products.

Coram AI raises $35 million to make existing security cameras intelligent investigation tools
Walter Schulze ·
Coram AI raises $35 million to make existing security cameras intelligent investigation tools
Coram AI has closed a $35 million Series B co-led by Ansa Capital and Battery Ventures, bringing total funding to $66 million. The San Francisco startup turns existing security cameras into an AI-powered investigation platform, letting operators query months of footage and access records in plain language. Its retrofit model, which avoids new hardware requirements, is proving to be a serious wedge in enterprise sales cycles.

The ECB just raised rates for the first time in nearly three years and European startups need to recalculate everything
Walter Schulze ·
The ECB just raised rates for the first time in nearly three years and European startups need to recalculate everything
The ECB raised its deposit facility rate to 2.25% on June 11, the first hike since 2023, as Iran war-driven energy costs pushed eurozone inflation to 3.2%. With the Fed meeting next week and European VC already bifurcating toward late-stage safety, the falling-rates assumption that powered most 2025 startup fundraising models has officially expired.


Alex Karp says every enterprise he works with is privately fed up with the frontier AI labs and warns the industry is sleepwalking toward nationalization
Walter Schulze ·
Alex Karp says every enterprise he works with is privately fed up with the frontier AI labs and warns the industry is sleepwalking toward nationalization
Palantir CEO Alex Karp told CNBC on June 10 that every enterprise he works with is privately unhappy with the frontier AI labs, accusing them of 'tokenmaxxing' and producing 'slop' that fails in production. He also issued a pointed nationalization warning, saying he has spent six months alerting AI executives to the political risk of publicly celebrating AI-driven layoffs, with most dismissing the threat.

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