JFrog lost 25% after Anthropic launched Claude Code Security. The deeper threat targets AI-native startups building the middleware between code generation and production.
Track where AI money actually moves, not where the hype points. We decode funding rounds, acquisition patterns, and strategic bets that reveal what investors believe will win. From mega-rounds in foundation models to quiet exits in automation plays, the capital flows expose which technologies attract patient money versus quick flips. Watch who's doubling down on agents, who's backing infrastructure, and which VCs are silently repositioning. The checks don't lie.
Kana's founders sold Rapt to Microsoft and Krux to Salesforce for a combined $1.2B. Now they're back with $15M to build AI agents that compete against both.
The Stanford team that invented generative agents raised $100 million to build AI simulations of real people. CVS and Wealthfront are already testing Simile's behavioral prediction platform.
Runway closed a $315 million Series E at a $5.3 billion valuation and plans to pivot from AI video generation to building world models that simulate physical reality.
A Duke University spinout claims its photonic chip can deliver 100x the performance of Nvidia's best GPU. $118 million in backing from Bill Gates and Microsoft says the physics works. But fabrication reality and a moving Nvidia target stand between Neurophos and its first paying customer.
Anthropic and xAI refugees raised $480M at a $4.5B valuation for a startup that rejects autonomous AI. Humans& bets the future isn't bots working alone. It's bots helping people work together.
