The funding backdrop: record capital, extreme concentration Global venture funding hit an all-time quarterly high of $330.9 billion in Q1 2026, up from $128.6 billion in Q4 2025. But the headline masks a brutal concentration: the Americas took 82% of global funding ($270.1 billion), and the top five AI deals alone—OpenAI ($122B), Anthropic ($30.6B), xAI … Read more
Apple: the ecosystem compounder History. Apple’s story is one of the most dramatic reversals in corporate history. In 1997, the company was on the brink of collapse, posting a $1 billion loss before Steve Jobs returned, streamlined the product line, and launched the “Think Different” campaign. A critical $150 million investment from Microsoft helped keep … Read more
Part 1: How technology companies are rebuilding business The rise of the “Autonomous Enterprise” The most consequential business shift of 2026 is the move from AI-assisted work to AI-executed work. SAP’s “Autonomous Enterprise” launch is the clearest signal: it embeds more than 200 specialized AI agents, orchestrated by 50+ domain-specific assistants, across finance, supply chain, … Read more
Technology’s market-value leaderboard has become, in effect, an AI-infrastructure and AI-platform leaderboard. As of May 2026, all ten of the most valuable US-listed companies were technology/AI-linked: NVIDIA, Microsoft, Apple, Alphabet, Amazon, TSMC, Broadcom, Meta Platforms, Tesla, and Micron Technology . Valuations have moved since—by late October 2026, Apple had edged ahead of NVIDIA at roughly … Read more
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