Why state-owned AI won’t solve inequality
… OpenAI and Anthropic have both proposed a public or sovereign wealth fund to distribute wealth created by AI among the public. …
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How do you decide which AI startups to back?
It is almost impossible to find investment alpha in AI without understanding the technology. The days when a business-only founder could build a great AI company without deep technical fluency are probably behind us, at least for the next few years. Unless you fundamentally understand what the technology can and cannot do, what is driving the gains in capability, and what might reduce its current limitations, I don’t think you can build a truly great AI company. For me, that means looking for founders who can see around the corner technically, and who are building companies around durable cust
How one VC burns through hundreds of millions of tokens a day to find the next unicornBig bets and broken unicorns: Tiger Global’s rise and reckoning
… If anything, John said, getting money from Tiger validated his instincts. “Tiger Global is a very iconic fund, so they must be seeing something that we are not seeing,” he remembered thinking. “It’s not a tier-two fund that comes in and says, I’m going to give you this valuation. … It’s fucking Tig… …
What the SpaceX IPO reveals about Gulf money in AI
… Saudi Arabia’s Public Investment Fund alone is in talks to put in $5 billion. ChatGPT, Claude, and Grok, three of the most widely used AI tools in the U.S., are all partly funded by Middle Eastern governments. …
India’s VCs are beating American investors at home
… Some Indian funds are beginning to compete abroad, positioning themselves as global technology capital. Last week, at the 2026 SelectUSA Investment Summit, Indian companies announced a record $20.5 billion in investments into the U.S. …
How one VC burns through hundreds of millions of tokens a day to find the next unicorn
… Activate AI, the $75 million fund Choudhury launched with co-founder Aakrit Vaish in December, participated in the funding round that catapulted Sarvam, one of India’s best-known AI startups, to unicorn status with a valuation surpassing $1 billion. …
Pushing back from Big Tech: Africa’s hard road to AI sovereignty
Rest of World/iStock By Ananya Bhattacharya 21 May 2026 South Africa, Kenya, Nigeria, and Egypt are dependent on the West for AI infrastructure and funding. A $60 billion fund and an AI council aim to unite countries competing for investment. …
AI sovereignty won’t come from renting Big Tech’s models
… The current absence of large-scale private funding for open AI infrastructure reflects its public-good characteristics, not its capabilities. …
The global tech boom is over. American AI companies won
… The investment gap is even starker: The top 10 global AI investors led $96 billion in funding rounds for U.S. AI companies last year, compared with just $1.9 billion across all other countries combined. Those dollar amounts, of course, are skewed by a few colossal investments. …
The Gulf was Silicon Valley’s bet on the future. Trump has put it in the crosshairs
… The region has sovereign wealth funds of staggering depth and ambition to match: The UAE’s MGX had joined OpenAI and SoftBank on the $500 billion Stargate project ; Saudi Arabia’s Public Investment Fund had committed tens of billions to global AI ventures. …
India is testing an alternative to Silicon Valley’s AI playbook
… It collects language data across more than 500 districts . “These kinds of investments matter because they fund the parts of the ecosystem that markets often underinvest in — things like public data sets, support for low-resource languages, safety and safeguards, and community-level training and di… …