Venture Funding Returns to Infrastructure Software
After the application-layer gold rush, capital is rotating back to the picks and shovels: data platforms, developer tools, and the systems underneath AI.
AUGUST 10, 2026
TopicVenture Capital
Seed-Strapping Becomes a Respectable Strategy
Founders raising once and building to profitability are no longer contrarians; the capital-efficient path has its own playbook and investors.
AUGUST 1, 2026
Vertical AI Startups Search for Moats Beyond the Model
With foundation models commoditizing, application companies are anchoring on proprietary data, workflow depth, and regulatory position.
JULY 7, 2026
The Secondary Market Becomes Startups' Pressure Valve
Structured tenders for employees and early investors are normalizing partial liquidity, changing when companies must exit at all.
JUNE 4, 2026
Defense Tech Graduates From Niche Thesis to Generalist Allocation
Procurement reform and battlefield-proven categories have pulled mainstream venture funds into a sector they long avoided.
MAY 8, 2026
Corporate Venture Arms Return With Narrower Mandates
After a chastening cycle, corporate investors are back in startup funding rounds, now tied tightly to commercial partnerships rather than strategic optionality.
JANUARY 15, 2026