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How a decade-long bet on photonics handed this Chinese venture capital firm an AI windfall

ExclusiveHow a decade-long bet on photonics handed this Chinese venture capital firm an AI windfall For Mi Lei, founder of venture capital firm CAS Star, the sudden fascination with photonics is less a surprise than a delayed validation As artificial intelligence strains the physical limits of existing data centres, scientists and investors are turning to the ultimate speed limit of the universe for the next computing frontier: light. For Mi Lei, founder of CAS Star, a venture capital firm...

South China Morning Post 11d ago

Ex-Andreessen Horowitz partner slams his old firm, other VCs for 'political infiltration' around AI

Venture capitalist John O'Farrell, who resigned from Andreessen Horowitz in 2025 after nearly 15 years at the firm, published an op-ed on Thursday with a stern message for his former peers and colleagues, describing their thwarting of artificial intelligence regulation is a "huge mistake." O'Farrell criticized the political action committee Leading the Future, which launched in August with the goal of elevating "candidates who support a bold, forward-looking approach to AI," according to a...

CNBC 3h ago

Silicon Valley’s new buyout playbook is hitting Wall Street

Venture capital is buying its way into the artificial intelligence transformation that enterprise software hasn't delivered. Instead of selling AI tools to companies, venture firms are buying legacy companies outright and rebuilding them around AI from the inside. The bet puts VCs on offense and leaves traditional private equity, which spent the last cycle buying enterprise software at peak prices, on defense.

CNBC 3d ago

Former xAI Staffer Says He Was Fired for Questioning Grok Safety

The chat window for chatbot Grok on a laptop arranged in Riga, Latvia, on Monday, June 9, 2025. Announced in March, XAI Holdings was created from the combination of X, formerly Twitter, and Musk’s AI venture, xAI.

Bloomberg Technology 6h ago

'Disrupted or dead': AI is crushing a generation of startups built before ChatGPT

Five years ago, venture capitalists were pouring money into American startups selling everything from lingerie subscriptions to scheduling software, anointing them with billion-dollar valuations before most even turned a profit. It was a frothy era for startups, fueled by a combination of cheap money and pandemic-boosted demand. But even after the Federal Reserve took some froth off by starting to raise interest rates in 2022, many founders believed that they could grow into their inflated...

CNBC 10d ago

AI music startup Suno raises funding at $5.4 billion valuation

AI music startup Suno raises funding at $5.4 billion valuation June 3 : Suno said on Wednesday it has raised more than $400 million in a funding round at a $5.4 billion valuation, as the AI music startup looks to enhance its platform by creating new tools. Here are some details: • The Massachusetts-based startup, which allows users to generate songs via AI prompts, said Bond Capital led the Series D funding round alongside venture capital firms such as IVP, Forerunner and Union Square...

Channel News Asia 8d ago

OpenAI and Anthropic May Be Rivals, but Investors Aren’t Picking Sides

OpenAI and Anthropic have battled for workers, customers, and public attention. The rival AI labs have been on opposite sides of policy proposals, and their CEOs were the only ones not to link hands among a dozen industry leaders at a business summit earlier this year. But they do have one big area of overlap: their investors.

Wired 6d ago

AI Firms’ Explosive Growth Improves the Math for Late-Stage Investors

AI Firms’ Explosive Growth Improves the Math for Late-Stage Investors Later investments are producing much higher returns than in the past This article is for subscribers only. Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Rebecca Torrence looks at the way artificial intelligence startups are changing the economics of venture investing.

Bloomberg Technology 1d ago

SpaceX sets IPO price, valuing company at $1.75tn ahead of record debut

The company said on Wednesday that it plans to list its shares at $135 each. The offering would value SpaceX at around $1.77tn (€1.56tn), making it one of the world's most valuable listed companies and potentially the largest IPO in history. SpaceX says it plans to raise up to $75 billion (€66bn) in its long-awaited stock market debut, a move that would make it the largest initial public offering (IPO) on record and significantly boost the wealth of founder Elon Musk, potentially making him...

Euronews 7d ago

Microsoft and Google are late to AI coding, but 'absolutely critical' they compete for growth

In the booming generative AI market, Anthropic has zoomed ahead of the field, largely thanks to Claude Code, its AI coding assistant. Seeing where the money is, OpenAI shifted much of its focus from the consumer market to enterprise, where its Codex offering is going up against Claude Code. Now, Google and Microsoft are making a concerted effort to get into the game, using their massive balance sheets and expansive cloud businesses to try and lure developers.

CNBC 10d ago