https://valueaddvc.com/pulse/nvidia-mediatek-3-5-billion-investment-2026 Value Add Pulse en 2026-09-01T07:51:50Z MediaTek Jumps 10% on Nvidia's $3.5B Chip Bet https://valueaddvc.com/pulse/clay-7-billion-wellington-valuation-round-2026 Value Add Pulse en 2026-08-31T20:21:50Z Clay Nears $7B Valuation in New Wellington-Led Round https://valueaddvc.com/pulse/bitcoin-best-week-three-years-etf-inflows-2026 Value Add Pulse en 2026-09-01T07:21:50Z Bitcoin's Best Week in Three Years, By the Numbers https://valueaddvc.com/pulse/google-timesfm-3-forecasting-model-launch-2026 Value Add Pulse en 2026-08-31T18:21:50Z Google Quietly Ships a Foundation Model for Forecasting https://valueaddvc.com/pulse/physical-ai-defense-robotics-record-funding-2026 Value Add Pulse en 2026-08-31T16:50:00Z Physical AI, Defense and Robotics Own This Year's Capital https://valueaddvc.com/pulse/wealthtech-fintech-weekly-funding-slowdown-take-2026 Value Add Pulse en 2026-08-31T16:10:00Z The WealthTech Squeeze: A $389M Fintech Week, Explained https://valueaddvc.com/pulse/a16z-machine-age-fund-followup-analysis-2026 Value Add Pulse en 2026-08-31T15:28:30Z A16Z's Machine Age Fund: What the $1.1B Is Actually For https://valueaddvc.com/pulse/defense-tech-35-6-billion-comps-analysis-2026 Value Add Pulse en 2026-08-31T15:10:00Z Defense Tech's $35.6 Billion Year, By the Comps https://valueaddvc.com/pulse/icon-30-million-founders-fund-creator-ads-2026 Value Add Pulse en 2026-08-31T13:42:55Z Icon Raises $30M From Founders Fund for AI Ad Content https://valueaddvc.com/pulse/funding-slowdown-narrative-contrarian-take-2026 Value Add Pulse en 2026-08-31T22:36:19Z Why I'm Not Buying the Funding Slowdown Story https://valueaddvc.com/pulse/custom-silicon-widening-front-nvidia-mediatek-followup-2026 Value Add Pulse en 2026-09-01T08:51:50Z Custom Silicon's Widening Front, After Nvidia-MediaTek https://valueaddvc.com/pulse/tesla-optimus-production-stock-move-2026 Value Add Pulse en 2026-08-31T13:53:24Z Tesla Jumps 3.7% as Optimus Enters Production at Fremont https://valueaddvc.com/pulse/enterprise-ai-security-budgets-analysis-2026 Value Add Pulse en 2026-08-31T16:52:39Z What Anthropic's Breach Means for Enterprise AI Security https://valueaddvc.com/pulse/tsmc-capex-memory-bottleneck-analysis-2026 Value Add Pulse en 2026-08-31T14:40:00Z TSMC's $64 Billion Bet and the Memory Bottleneck Ahead https://valueaddvc.com/pulse/claude-sonnet-5-permanent-pricing-price-war-2026 Value Add Pulse en 2026-08-31T14:20:00Z Claude Sonnet 5's Permanent Pricing and the Price War https://valueaddvc.com/pulse/nvidia-500-billion-wall-street-platform-analysis-2026 Value Add Pulse en 2026-08-31T13:50:00Z Nvidia's $500 Billion Financing Platform, Three Weeks In https://valueaddvc.com/pulse/fall-ipo-pipeline-by-the-numbers-2026 Value Add Pulse en 2026-08-31T13:18:40Z The Fall IPO Pipeline, By the Numbers https://valueaddvc.com/pulse/salesforce-anthropic-stake-strategic-ai-analysis-2026 Value Add Pulse en 2026-08-31T12:50:00Z Salesforce's $5.1B Anthropic Stake Prices Strategic AI Bets https://valueaddvc.com/pulse/nscale-51-billion-contracted-revenue-analysis-2026 Value Add Pulse en 2026-08-31T12:24:07Z Nscale's $51 Billion Number Isn't What It Looks Like https://valueaddvc.com/pulse/kakao-mobility-us-ipo-listing-analysis-2026 Value Add Pulse en 2026-08-31T12:10:00Z Kakao Mobility's Bet on a US Listing https://valueaddvc.com/pulse/ipo-window-open-skepticism-take-2026 Value Add Pulse en 2026-08-31T11:50:00Z Why I'm Skeptical of the 'IPO Window Is Open' Story https://valueaddvc.com/pulse/oura-16-billion-ipo-valuation-analysis-2026 Value Add Pulse en 2026-09-01T06:21:50Z Oura's $16B IPO Bet: Can a Wearable Price Like Software?