The venture firm that ate Silicon Valley just raised another $15 billion

In a blog post published Friday morning, Ben Horowitz writes that “as the American leader in Venture Capital, the fate of new technology in the United States rests partly on our shoulders.” It’s the kind of statement certain to cause agita at rival firms.

Nvidia’s reportedly asking Chinese customers to pay upfront for its H200 AI chips

Nvidia is now requiring its customers in China to pay upfront in full for its H200 AI chips even as approval stateside and from Beijing remains uncertain.

Snowflake announces its intent to buy observability platform Observe

Snowflake is bolstering its data stack to make the platform better suited to the sheer volume of data produced by AI agents.

Go-to-market strategies for an AI era 

In the season finale of Build Mode, Isabelle Johannessen sits down with Paul Irving, partner and COO of GTMfund, to discuss go-to-market strategies for the AI era. Paul shares specific, actionable advice on how early-stage startups can win even when facing well-funded competitors who iterate at lightning speed. He also explains why distribution has become the final remaining moat when technical advantages disappear in months… Continua a leggere Go-to-market strategies for an AI era 

Elon Musk’s lawsuit against OpenAI will face a jury in March

District Judge Yvonne Gonzalez Rogers said there was evidence suggesting OpenAI’s leaders made assurances that its original nonprofit structure would be maintained. The case will go to trial in March.

It’s time to throw away the old go-to-market playbook

In the season finale of Build Mode, Isabelle Johannessen sits down with Paul Irving, partner and COO of GTMfund, to discuss go-to-market strategies for the AI era. Irving shares specific, actionable advice on how early-stage startups can win even when facing well-funded competitors who iterate at lightning speed. He also explains why distribution has become the final remaining moat when technical advantages disappear in months… Continua a leggere It’s time to throw away the old go-to-market playbook

Why this VC thinks 2026 will be ‘the year of the consumer’

AI adoption in enterprise is stalling as companies don’t know where to start. Vanessa Larco of Premise VC thinks 2026 will be the year of the consumer.

Why this VC thinks 2026 will be ‘the year of the consumer’

AI adoption in enterprise is stalling as companies don’t know where to start. Vanessa Larco of Premise VC thinks 2026 will be the year of the consumer.

Shopify competitor Swap raises $100M six months after raising $40M

VC firms DST Global and Iconiq are piling into e-commerce startup Swap Commerce, which is going up against Shopify.

Where VCs think AI startups can win, even with OpenAI in the game

Vanessa Larco, partner at Premise and former partner at NEA, thinks 2026 will finally be the year of consumer AI.  Larco, who’s been investing in consumer and prosumer for years, thinks we’re about to see a shift in how consumers spend time online, with AI powering “concierge-like” services. The question is, will legacy consumer products… Continua a leggere Where VCs think AI startups can win, even with OpenAI in the game