ai-funding

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JUN 07, 2026
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JUN 07, 2026
Business deep
Agents run Main Street: a16z's SMB bet and the vertical wedge underneath
In one week in June 2026, a16z published a manifesto declaring small businesses 'the next frontier for AI' and led three rounds for companies promising to run the business itself; the pitch is horizontal, but every winner is vertical.
15 MIN 19 src
JUN 05, 2026
Business deep
Anthropic's S-1 and OpenAI's Foundation: two trillion-dollar bets, one week
On June 1, 2026, Anthropic filed confidentially to go public at a $965B valuation while OpenAI's Foundation made its case for spending $25B on 'AI resilience': one lab privatizes the upside, the other pre-commits capital to the downside.
13 MIN 11 src