VC
Value Add VC
⚑HomePulse⚑Helpful AppsπŸ“Blog

Value Add VC Blog β€” Startup, VC & Tech Insights

Practical analysis on venture capital, startup fundraising, and the AI economy from Trace Cohen β€” a 3x founder and active investor with 65+ investments. Coverage spans AI valuations, big tech capex, SpaceX and the IPO market, VC fund performance, unicorn startups, and emerging tech trends. Updated regularly with 930+ posts across 930+ topics including fundraising strategy, market analysis, founder guides, and investor perspectives.

Browse the Archive

AI & Technology (297)VC & Investing (256)Fundraising (61)Startup Operations (55)Market & Trends (174)Strategy & Thesis (14)Growth & Marketing (13)South Florida (46)All 930 posts β†’

Latest Posts

  • AI Chip Supply Ranked 2026: Nvidia, AMD, Broadcom, TSMC, and Who's Actually Unconstrained
  • AI Coding Productivity 2026: What METR, GitHub, and DORA Studies Actually Show
  • AI Networking Vendors Ranked 2026: Nvidia, Arista, Broadcom, and the InfiniBand vs Ethernet War
  • Is Crossover Investing Back in 2026? $220.9B in Hedge Fund VC Deals
  • DeepSeek's $1.5B Raise at a $71B Valuation: Inside the 2027 IPO Plan
  • Enigma Raises $71M Seed: Index Ventures, Ribbit Capital, and OpenAI/Anthropic Angels
  • Multiverse Computing: $570M Series C at $1.7B Valuation β€” Quantum-Inspired AI Compression Explained
  • OpenAI Revenue 2026: $25B ARR, and Why That's Not the Profitability Signal You Think
  • OpenAI Revenue 2026: $25B ARR, Flat Since February, and the $100M Ads Bet
  • Taktile Series C: $110M Funding, Goldman Sachs, and What It's Worth
  • LP Liquidity Problem 2026: 0.08x DPI and Why Paper Returns Aren't Cash
  • Vibe Coding 2026: $4.7B Market and What Non-Technical Founders Are Building With AI