The speculation shift from crypto to prediction markets

The same week Coinbase laid off seven hundred people, a Warsaw startup raised two million dollars to build AI agents for prediction markets. The migration from crypto to prediction markets is underway.

Y Combinator’s wishlist vs the Entrepreneurs First talent pool

What Y Combinator's latest Request for Startups says about where capital is moving, what previous lists have actually delivered, and why Europe’s answer to YC through Entrepreneurs First may have the more durable model.

Ignore the Chatbot Wars, AI is getting more physical than most think

The model wars between OpenAI and Anthropic are dominating the headlines, but the direction of capital and underlying innovation is telling a different story about where AI is being deployed.

Drop #5 Fintech ate banking. Now its alumni are eating fintech

The most valuable thing Stripe, Revolut and PayPal produced wasn’t a product. It was a generation of founders who know exactly what broken looks like.

Drop #5 now live, and it's rebuilding financial infrastructure for European startups

Neobanks solved consumer banking. The latest drop is solving what they left behind.

Finding moats in the AI age

The ocean has a SpaceX problem

The case for putting AI into space

The muddied waters of VC and geopolitics

The SpaceX IPO, European Sovereignty, and the Trillion-Dollar Question for Private Markets

What 100 weeks of explaining private markets has taught us

Why most retail portfolios are less diversified than they look

Why owning more doesn't mean owning differently