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      <news:title>The Application Layer Is Where I'd Be Writing Checks</news:title>
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      <news:title>Pixxel Raises $100M, India's Biggest Space Round</news:title>
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    <loc>https://valueaddvc.com/pulse/arm-css-mobile-2-agentic-ai-2026</loc>
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      <news:title>Arm Bets Phones Will Run Agents, Not Just Apps</news:title>
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      <news:title>Google Mandiant: Hackers Now Ransom Your AI Models, Not Data</news:title>
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      <news:title>Matt Clifford Quits UK's Top AI Advisory Role for Anthropic</news:title>
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      <news:title>OpenAI's Escaped Agent Swarm Left Its Logs Behind</news:title>
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      <news:title>Labs Answered the Cyber-Model Disclosure Gap With Gates</news:title>
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      <news:publication_date>2026-09-07T22:46:24Z</news:publication_date>
      <news:title>China's Plan: Quadruple AI Compute by 2030</news:title>
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    <loc>https://valueaddvc.com/pulse/holtec-nuclear-ipo-pricing-900-million-2026</loc>
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      <news:publication_date>2026-09-08T08:58:52Z</news:publication_date>
      <news:title>Holtec Sets Its Price: Up to $900M, $10B Nuclear IPO</news:title>
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      <news:publication_date>2026-09-08T10:53:10Z</news:publication_date>
      <news:title>Three Companies Filed to Go Public Today. Two Nobody Noticed</news:title>
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      <news:publication_date>2026-09-08T12:50:00Z</news:publication_date>
      <news:title>Nuclear Is the Next AI Trade Nobody's Pricing Right</news:title>
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    <loc>https://valueaddvc.com/pulse/backlog-vs-balance-sheet-energy-ipos-2026</loc>
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      <news:publication_date>2026-09-08T11:40:00Z</news:publication_date>
      <news:title>Backlog vs. Balance Sheet: Two Very Different Energy IPOs</news:title>
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      <news:publication_date>2026-09-08T10:20:00Z</news:publication_date>
      <news:title>Three New SPACs Filed This Week. That's the Real Tell</news:title>
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      <news:title>The IPO Market's Quiet Record Nobody's Talking About</news:title>
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