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

Venture Capital

# The Week AI's Builders Started Walking Away: ChatGPT Ads, 9 Resignations & $16B for Waymo ⚡

Feb 18, 2026

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20 min read

# The Week AI's Builders Started Walking Away: ChatGPT Ads, 9 Resignations & $16B for Waymo ⚡

Anthropic Won the Super Bowl. OpenAI Launched Ads Anyway. And the People Who Built AI Safety Started Leaving. | Dario Amodei: Video of the Week | Funding Radar | VC Research | Tools

Kenneth Kelly

Venture Capital

The Data-First: The SaaSpocalypse, Claude Opus 4.6 & The $55B January | Agent Teams, Vibe Working & Why the Middleman is Dead 🔥

Feb 16, 2026

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19 min read

The Data-First: The SaaSpocalypse, Claude Opus 4.6 & The $55B January | Agent Teams, Vibe Working & Why the Middleman is Dead 🔥

Kenneth Kelly

Venture Capital

# The Week Everything Changed: $30B for Anthropic, Mistral's 20x Surge, The Death of Writing Code & Why a $5B Exit is "Failing" ⚡

Feb 14, 2026

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25 min read

# The Week Everything Changed: $30B for Anthropic, Mistral's 20x Surge, The Death of Writing Code & Why a $5B Exit is "Failing" ⚡

How Top Investors Think | How Real Founders Build | The Strategies Shaping Tomorrow's Companies

Kenneth Kelly

Venture Capital

June's Edition of The Tech Venture Navigator

Jun 30, 2025

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13 min read

June's Edition of The Tech Venture Navigator

Kenneth Kelly