🔥 Hot Takes Tuesday for 2024-09-10
This week, big funding numbers hint at exciting shifts in AI and tech investments.
The numbers this week are big numbers.
The numbers are also spread across funds, funding, and M&A.
These five stories caught my eye.
https://www.techmeme.com/240909/p5#a240909p5
💰 + 🤖 That is a lot of capital to deploy and I wonder if this means Graphcore adjacent companies within the EU will see new infusions soon.
https://www.techmeme.com/240904/p27#a240904p27
💰 + 🤖 The Happy Fun Ball skit from SNL comes to mind but you have to wonder if adding the word “safe” to the name will jinx it.
https://www.techmeme.com/240909/p10#a240909p10
💰 + 💳 Stripe continues to defy patterns and I can’t wait to see what happens next even if what happens has nothing to do with IPOs.
https://www.techmeme.com/240909/p6#a240909p6
💰 + 🍪 The balkanization and supply chain resilience around silicon is going to alter our understandings of “cheap as chips” and just how far intelligence will press to the edge of the network.
https://www.techmeme.com/240910/p12#a240910p12
💰 + 🤖 Considering that agentic A.I. is already shifting to repackaging as “useful” A.I., these funding levels are probably in line with the expectations and burn rate that will be required to realize even 10% of those expectations.
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