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Story Archive

Every story we've published — 801 and counting. Tech, AI, venture, IPOs, and funding, with the VC take on each.

Yesterday

1 story
REGULATION$1.5B settlement

Anthropic's $1.5B Copyright Deal Wins Final Court Approval

A federal judge granted final approval to Anthropic's $1.5 billion settlement with a class of book authors, closing the largest copyright class action in US history and setting the first real price on pirated AI training data.

Jul 21, 2026

Monday, July 20

17 stories
BIG TECH-24% SOX drawdown

Chip Stocks Enter Bear Market as AI Rally Cracks

The Philadelphia Semiconductor Index has fallen 24% from its June record into a confirmed bear market after Moonshot AI's cut-rate Kimi K3 model undercut the thesis that frontier-adjacent AI requires frontier-level compute spend.

Jul 20, 2026
FUNDING$30M Series A

Natural Raises $30M to Build Payments Rails for AI Agents

A 193-day-old startup raised $30 million from Forerunner to build payments infrastructure for AI agents, positioning directly against Stripe.

Jul 20, 2026
REGULATION

OpenAI Exec's Push to Fear Open-Weight AI Backfires

OpenAI's head of strategic futures argued regulators should fear open-weight AI models to protect frontier labs' capex advantage, then walked the claim back under public pressure.

Jul 20, 2026
IPO6 pricings in one day

Six IPOs Priced Today. Here's What the Window Really Looks Like

Six companies priced IPOs on July 20 alone -- from Jersey Mike's $7.9B consumer offering to Csquare's data-center debut -- the clearest evidence yet that 2026's IPO reopening extends well past AI-branded listings.

Jul 20, 2026
IPO$150M starting cash

General Fusion's Debut Sets a Precedent for Hard-Tech IPOs

General Fusion became the first publicly traded pure-play fusion energy company on July 13, a milestone landing as private fusion funding surges to $4.5 billion over the past year.

Jul 20, 2026
IPO$71B pre-money talks

DeepSeek's STAR Market Path: A $71B Test for China's AI IPOs

DeepSeek is in talks to raise at a $71 billion pre-money valuation ahead of a targeted Shanghai STAR Market listing, weeks after its first-ever outside funding round -- a test case for how China's AI IPO pipeline prices against US frontier labs.

Jul 20, 2026
IPO$965B private valuation

Anthropic's October Test: Can It Avoid OpenAI's Delay?

Anthropic is targeting an October 2026 Nasdaq listing at a $965 billion valuation with Goldman Sachs and Morgan Stanley leading -- racing to go public first now that OpenAI has pushed its own IPO target from fall 2026 to 2027.

Jul 20, 2026
IPO-39% from post-IPO high

SpaceX Is Down 39% From Its Post-IPO High. Now What?

SpaceX went public at a $1.77 trillion valuation in the largest IPO ever, peaked above $225, and now trades close to 39% below that high near its original $135 offering price.

Jul 20, 2026
REGULATION

The EU's Android Gambit: What It Actually Costs Google

The EU ordered Google to open Android's AI assistant layer to rivals and share search data starting in 2027 -- a ruling that could reshape which AI assistant hundreds of millions of Android users default to.

Jul 20, 2026
AI$200B Alphabet cap lost

Gemini's Stumble Widens the Gap at AI's Frontier

Google's Gemini 3.5 Pro delay wiped roughly $200 billion off Alphabet's market cap, landing as Anthropic's revenue keeps compounding and DeepSeek undercuts frontier pricing by 75% -- the frontier race just got more uneven.

Jul 20, 2026
FUNDING$8.3B-$11B neocloud marks

The Neocloud Gold Rush: Who's Really Winning the AI Compute Land Grab

Together AI's $8.3 billion valuation, SambaNova's $11 billion mark, and a wave of smaller sovereign-cloud raises show investors are pricing AI compute resellers as aggressively as the model labs they serve.

Jul 20, 2026
FUNDING$7.5B Q2 space funding

Space Tech's Quiet Record: $7.5B in Q2 as SpaceX Wobbles

Space startups raised roughly $7.5 billion across 141 deals in Q2 2026, near-record territory even as SpaceX -- the sector's biggest public proof point -- trades nearly 39% below its post-IPO high.

Jul 20, 2026
FUNDING$23B robotics, $17.4B defense

Physical AI's Funding Supercycle: Robots, Drones, Materials

Robotics startups have raised roughly $23 billion in 2026, nearly matching all of 2025, while defense tech hit a record $17.4 billion -- physical AI, not another chatbot, is where the venture capital rotation is actually happening this year.

Jul 20, 2026
FUNDING$217B to 2 companies

AI Labs Ate 43% of H1's Record $510B VC Haul

Global startup funding hit a record $510 billion in the first half of 2026, but OpenAI and Anthropic alone absorbed $217 billion of it -- 43% of everything raised -- a concentration level that should worry anyone not funding a frontier lab.

Jul 20, 2026
FUNDING$25M Series A

Empirical Security Raises $25M for AI Exposure Management

Chicago-based Empirical Security raised a $25 million Series A to build predictive models that forecast which vulnerabilities will actually be exploited.

Jul 20, 2026
BIG TECH$53.4B buyout bid

PayPal's Board Meets Today to Weigh Stripe's $53B Bid

PayPal's board is convening as soon as today to weigh a $53 billion buyout offer from Stripe and Advent International at $60.50 a share, a bid that would make Stripe co-owner of the payments company it once tried to disrupt.

Jul 20, 2026
FUNDING$100M launch round

Neo Launches With $100M to Secure Agentic AI Software

Three SentinelOne veterans launched Neo out of stealth with $100 million from a16z and Bessemer to secure the AI agents enterprises are now running against production systems.

Jul 20, 2026
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