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Three Near-Trillion-Dollar IPOs in One Quarter. GitHub Can't Handle the AI Agents. And the SaaS Seat Is Dead.

Jun 18, 2026

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6 min read

Three Near-Trillion-Dollar IPOs in One Quarter. GitHub Can't Handle the AI Agents. And the SaaS Seat Is Dead.

Anthropic filed at $965B. SpaceX/xAI targets $2T. OpenAI expected next. Goldman projects $160B in IPO proceeds. GitHub's infrastructure buckled under AI agents (275M commits/week, up from 1B all of 2025). PitchBook says the per-seat SaaS model is structurally broken. Apple put Claude on the iPhone. ChatGPT hit 1 billion monthly users. SoftBank committed €75B to France. Plus: a live deal from our AngelSchool.vc partnership and the tools worth your time. | VC Research | Live Deal | Tools

Kenneth Kelly

Venture Capital

Anthropic Built an AI That Hacked Every Major OS. Then Gave It to Apple, Google, and Microsoft to Fix Themselves.

Apr 29, 2026

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9 min read

Anthropic Built an AI That Hacked Every Major OS. Then Gave It to Apple, Google, and Microsoft to Fix Themselves.

Claude Mythos found thousands of zero-day vulnerabilities in every major operating system and web browser. Anthropic restricted it from public release and launched Project Glasswing with AWS, Apple, Google, Microsoft, and Nvidia. GPT-5.5 shipped as OpenAI's first real agent runtime. DeepSeek V4 dropped with 1.6 trillion parameters and a 7x price gap to Claude. YC published its most ambitious Request for Startups ever. Chamath deep dives prediction markets at $6B weekly volume. Plus: why seed math just broke and how to actually cold email an angel. | Funding Radar | VC Research | Tools**

Kenneth Kelly

Venture Capital

Jensen Sees $1 Trillion. YC Just Had Its Best Batch Ever. And a Judge Says the Pentagon Is "Punishing" Anthropic.

Mar 25, 2026

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17 min read

Jensen Sees $1 Trillion. YC Just Had Its Best Batch Ever. And a Judge Says the Pentagon Is "Punishing" Anthropic.

Nvidia GTC delivered $1 trillion in purchase orders, a new Groq-powered inference chip, and the "ChatGPT moment for autonomous driving." YC W26 Demo Day featured the strongest batch in history with one startup at $27M ARR. GPT-5.4 beat humans at using a computer. Lenny's data shows AI hiring is hockey-sticking while Oracle fires 30,000. Chamath deep dives prediction markets at $6B weekly volume. A federal judge questioned the Pentagon's Anthropic ban yesterday. Plus: Chris Tottman on the GTM mistake killing startups. | Funding Radar | VC Research | Tools

Kenneth Kelly

Venture Capital

LeCun Raises $1B to Prove Everyone Wrong. GPT-5.4 Can Use Your Computer. And Oracle Fires 30,000 to Pay for AI.

Mar 11, 2026

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16 min read

LeCun Raises $1B to Prove Everyone Wrong. GPT-5.4 Can Use Your Computer. And Oracle Fires 30,000 to Pay for AI.

Yann LeCun raises $1.03B for world models in Europe's largest seed round. GPT-5.4 launches with native computer use and beats human performance. Nvidia backs Mira Murati with a gigawatt-scale deal. Oracle plans to cut 30,000 workers to fund AI infrastructure. Chamath publishes a deep dive on equity tokenization. Jensen Huang promises to "surprise the world" at GTC next week. Plus: Anthropic legal update, funding radar, and the tools that matter. | Funding Radar | VC Research | Tools

Kenneth Kelly

Venture Capital

Anthropic Said No. The Market Said Yes. And OpenAI Just Raised $110 Billion.

Mar 3, 2026

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18 min read

Anthropic Said No. The Market Said Yes. And OpenAI Just Raised $110 Billion.

Anthropic refuses the Pentagon and gets banned from every federal agency. Claude hits #1 on the App Store. OpenAI raises $110B from Amazon, Nvidia, and SoftBank. Perplexity launches a 19-model AI command center. Bezos raises tens of billions to buy entire industries with AI. Plus: why the Anthropic standoff matters more than any funding round this year. | Funding Radar | VC Research | Video + Podcast of the Week | Tools

Kenneth Kelly

Venture Capital

OpenAI Just Blinked: $600B Compute, a $1T IPO, and the Real Question Nobody Is Asking

Feb 23, 2026

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22 min read

OpenAI Just Blinked: $600B Compute, a $1T IPO, and the Real Question Nobody Is Asking

OpenAI cuts its spend target in half and admits the math didn't work. Google declares two AI startup categories dead. Fei-Fei Li raises $1B for spatial AI. Grok 4.20 drops with 4 collaborating agents. Plus: the 5-question kill test I now use on every AI deal. | Funding Radar | VC Research | Video + Podcast of the Week | Tools

Kenneth Kelly

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Latest Articles

Three Near-Trillion-Dollar IPOs in One Quarter. GitHub Can't Handle the AI Agents. And the SaaS Seat Is Dead.

Anthropic Built an AI That Hacked Every Major OS. Then Gave It to Apple, Google, and Microsoft to Fix Themselves.

Jensen Sees $1 Trillion. YC Just Had Its Best Batch Ever. And a Judge Says the Pentagon Is "Punishing" Anthropic.

LeCun Raises $1B to Prove Everyone Wrong. GPT-5.4 Can Use Your Computer. And Oracle Fires 30,000 to Pay for AI.

Anthropic Said No. The Market Said Yes. And OpenAI Just Raised $110 Billion.

OpenAI Just Blinked: $600B Compute, a $1T IPO, and the Real Question Nobody Is Asking

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