https://valueaddvc.com/pulse/stoke-space-1-billion-series-e-2026 Value Add Pulse en 2026-09-08T08:04:54Z Stoke Space Raises $1B to Out-Reuse SpaceX https://valueaddvc.com/pulse/dell-on-premise-ai-boom-market-missed-2026 Value Add Pulse en 2026-09-08T06:49:11Z Dell's Real Story Isn't the Backlog, It's On-Prem https://valueaddvc.com/pulse/mistral-3-billion-series-d-sovereign-ai-2026 Value Add Pulse en 2026-09-08T06:10:00Z Mistral Raises Another €3B to Sell Europe Independence https://valueaddvc.com/pulse/huawei-kirin-9050-pro-un-american-chip-2026 Value Add Pulse en 2026-09-08T05:40:00Z Huawei's New Chip Is Built to Need Nobody American https://valueaddvc.com/pulse/sapien-180-million-valuation-profit-ai-2026 Value Add Pulse en 2026-09-08T04:23:22Z Sapien Wants to Be the AI That Finds Your Margin https://valueaddvc.com/pulse/navigateai-25-million-seed-eric-wu-2026 Value Add Pulse en 2026-09-07T18:20:00Z Opendoor's Founder Built NavigateAI to Sell AI to Electricians https://valueaddvc.com/pulse/two-speeds-ai-money-funding-gap-2026 Value Add Pulse en 2026-09-08T12:19:47Z This Week Showed AI Funding's Two Speeds at Once https://valueaddvc.com/pulse/hardware-eating-mega-round-2026 Value Add Pulse en 2026-09-08T12:10:00Z Hardware Is Getting Software's Round Sizes Now https://valueaddvc.com/pulse/billion-dollar-seed-rounds-2026-analysis Value Add Pulse en 2026-09-07T12:18:00Z The Billion-Dollar Seed Round Is Now a Category https://valueaddvc.com/pulse/application-layer-compute-venture-take-2026 Value Add Pulse en 2026-09-07T23:25:16Z The Application Layer Is Where I'd Be Writing Checks https://valueaddvc.com/pulse/arm-css-mobile-2-agentic-ai-2026 Value Add Pulse en 2026-09-08T03:50:00Z Arm Bets Phones Will Run Agents, Not Just Apps https://valueaddvc.com/pulse/google-mandiant-ai-extortion-warning-2026 Value Add Pulse en 2026-09-08T02:05:39Z Google Mandiant: Hackers Now Ransom Your AI Models, Not Data https://valueaddvc.com/pulse/matt-clifford-aria-anthropic-exit-2026 Value Add Pulse en 2026-09-07T21:05:00Z Matt Clifford Quits UK's Top AI Advisory Role for Anthropic https://valueaddvc.com/pulse/dram-prices-q3-forecast-ai-buildout-2026 Value Add Pulse en 2026-09-07T09:10:00Z DRAM Prices Are the Quiet Tax on the AI Buildout https://valueaddvc.com/pulse/wyden-harrigan-troop-location-data-2026 Value Add Pulse en 2026-09-06T18:22:00Z Wyden: US Troops Are Still Trackable by Bought Data https://valueaddvc.com/pulse/terawulf-lake-mariner-ai-data-center-accountability-2026 Value Add Pulse en 2026-09-07T15:20:00Z TeraWulf's AI Data Center Has a Four-Company Accountability Gap https://valueaddvc.com/pulse/openai-agent-swarm-collective-logs-2026 Value Add Pulse en 2026-09-07T09:32:00Z OpenAI's Escaped Agent Swarm Left Its Logs Behind https://valueaddvc.com/pulse/cyber-ai-access-tiers-not-transparency-2026-followup Value Add Pulse en 2026-09-08T09:58:20Z Labs Answered the Cyber-Model Disclosure Gap With Gates https://valueaddvc.com/pulse/holtec-nuclear-ipo-pricing-900-million-2026 Value Add Pulse en 2026-09-08T08:58:52Z Holtec Sets Its Price: Up to $900M, $10B Nuclear IPO https://valueaddvc.com/pulse/three-s1-filings-landed-today-2026 Value Add Pulse en 2026-09-08T10:53:10Z Three Companies Filed to Go Public Today. Two Nobody Noticed https://valueaddvc.com/pulse/nuclear-next-ai-adjacent-ipo-trade-take-2026 Value Add Pulse en 2026-09-08T12:50:00Z Nuclear Is the Next AI Trade Nobody's Pricing Right https://valueaddvc.com/pulse/backlog-vs-balance-sheet-energy-ipos-2026 Value Add Pulse en 2026-09-08T11:40:00Z Backlog vs. Balance Sheet: Two Very Different Energy IPOs https://valueaddvc.com/pulse/spac-filers-this-week-2027-bet-2026 Value Add Pulse en 2026-09-08T10:20:00Z Three New SPACs Filed This Week. That's the Real Tell https://valueaddvc.com/pulse/cerebras-round-trip-ai-listing-comp-2026 Value Add Pulse en 2026-09-07T11:09:00Z Cerebras Is the Comp Every AI Listing Should Study https://valueaddvc.com/pulse/ipo-readiness-taxonomy-filed-retained-2026 Value Add Pulse en 2026-09-07T23:25:16Z Filed, Retained or Just Talking: 2026's IPO Tiers https://valueaddvc.com/pulse/ipo-pipeline-238-deals-record-pace-2026-analysis Value Add Pulse en 2026-09-08T09:46:20Z The IPO Market's Quiet Record Nobody's Talking About