It’s going to be a big week! Tech earnings are coming up, the EV wars are on (and how!), and it feels like venture capital has its head in the clouds. All that adds up to one packed Equity episode! Today, we dug into the latest markets news, including upcoming earnings, IPOs, and what impact […]
Microsoft’s Commitment to a ‘Good Outcome’ for Inflection AI VCs: Reid Hoffman’s Promise Fulfilled
Details regarding Microsoft’s compensation to the investors of Inflection AI, as part of their unique deal to secure the co-founders, significant portion of the team, and the rights to utilize the technology, have not been disclosed publicly. Microsoft has chosen not to comment on this issue. However, unnamed sources have informed The Information that Microsoft […]
Astera Labs’ IPO Surges by 72% on Debut: Evident Demand for AI-Infused Tech among Investors
Astera Labs began its journey as a publicly traded company with a share price of $52.56, showcasing an impressive 46% increase at the time the market opened. The firm had priced its initial public offering (IPO) at $36 per share the previous night, surpassing the proposed price range. Astera’s IPO marks the first significant tech […]
Arjun Sethi’s Company-Picking Strategies are Gaining Traction Among Investors
Arjun Sethi articulates his thoughts with a level of self-assuredness that hints at a deeper knowledge. In a recent Zoom conversation, he boldly pronounces that he expects to control half of the global private data space in the next five years, making it virtually impossible for others to rival him. The certainty with which he […]
OpenAI Responds to Musk’s Comments, Monzo Secures Massive Funding Round
Listen here or wherever you get your podcasts. Hello, and welcome back to Equity, the podcast about the business of startups, where we unpack the numbers and nuance behind the headlines. This is our Wednesday show, focused on startup and venture capital news that matters. If you are a founder or an investor, this one […]
Investment Strategies of Nvidia’s Competitors in Startups: An Investigation
Over the past couple of years, Nvidia, the leading AI chipmaker, has significantly increased its investments in startups, gaining a more profound foothold in the AI industry. According to S&P Global and Crunchbase, the number of Nvidia’s startup investments spiked 280% year-over-year from 2022 to 2023, participating in around 46 deals last year through the […]