Situational Awareness drops 67% in a month: the trial of the true believers
A Situational Awareness investment vehicle loses two-thirds of its value in a month during the July AI rout.
yesterday 17 20
Nvidia's $32B mark on SSI - the circular finance chart adds another node
Nvidia takes a stake in Safe Superintelligence at a $32B valuation. The reason is known: the GPU supplier in the capital of the labs that buy its GPUs. It becomes a portfolio.
Jul 28, 2026 at 21:00 9 10
Nuclear-for-data-centers finance structure comes together - how the first SMR-DC deal actually pencils out
e27 reports the deal structure for financing a first nuclear reactor to power a data centre is finally taking shape. The AI power wall meets project finance.
Jul 27, 2026 at 10:13 10 8
Anduril in talks at $100B: defense-tech becomes the second flywheel of AI capital
Tech in Asia reports on 25 July that Anduril is discussing a $100B valuation. Defense-tech is professionalizing into a genuine asset class - fed by the same capital that funds AI.
Jul 25, 2026 at 10:28 10 11
"AI communism": Kimi K3 shakes the thesis of the model monopoly on Wall Street
On the TechCrunch Equity podcast, American VCs refer to the Kimi K3 effect on valuations as "AI communism." The real signal: the first time a Chinese open-weight model forces American CFOs to recalculate their P&L.
Jul 24, 2026 at 21:00 5 8
Paytm: +45% in UPI value in Q1, AI + product overhaul pay off
Paytm emerges from a tough cycle by showing that the AI-product duo moves the hardest metric to move - the value of transactions.
Jul 24, 2026 at 09:33 14 9
Reddit falls on the stock market following a report on restricting data access to Google AI
Reddit's stock drops after a report suggests potential restrictions on Google AI's access to its data - the data contract becomes the central issue in its valuation.
Jul 23, 2026 at 07:42 14 13
DeepSeek valued at $51.9B: the price of the Chinese frontier open-weight continues to rise
DeepSeek reaches a $51.9 billion valuation after a new funding round. The private market continues to pay a high price for the "frontier open-weight sino" option.
Jul 17, 2026 at 09:19 7 9
CERT-In mandates human oversight for high-value AI-driven payments in India
India moves to make a human step mandatory in AI-driven payment flows. The biggest UPI market gets first-mover on regulating agentic commerce.
Jul 16, 2026 at 13:50 27 8
Anthropic measures Claude's "values" according to the language: the model has a moral bias
A study published by Anthropic quantifies the variations in Claude's behavior according to language and version. The results are more interesting for the design of evaluations than for the ethical debate.
Jul 15, 2026 at 19:29 23 9
DeepSeek targets the markets: IPO filing in mainland China potentially as early as 2026
Liang Wenfeng's open-weight lab discusses with advisors; targeted listing in 2027, valuation still unknown.
Jul 15, 2026 at 10:14 23 7
Elevation Capital raises $500M to bet on Indian AI startups
Indian VC Elevation Capital launches a $500M fund focused on seed and Series A AI startups - the "AI-native > SaaS + wrapper" thesis becomes actionable capital-side in the domestic market.
Jul 14, 2026 at 15:44 11 8