Author: Andrew
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I just saw Luminal raise $5.3M to squeeze GPUs harder — the upside’s real, but here’s my caution
Luminal raised $5.3M to cut AI inference costs via compiler-level GPU optimizations. Here’s what changes for operators, the risks, and when to pilot.
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I just reviewed the Protei hack—182GB leaked—and I’m worried telcos aren’t ready
Protei, a vendor of DPI and lawful intercept tech, was hacked. 182GB and years of emails reportedly leaked via DDoSecrets. Here’s what buyers must do now.
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I just watched Ramp hit $32B off a $300M raise—here’s what CFOs should actually do next
Ramp raised $300M at a $32B valuation, crossing $1B ARR and 50k customers. I break down what changed, how AI is driving it, the risks, and what CFOs…
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I just saw Japan’s Sakana AI raise $135M at a $2.65B valuation—and there’s a bigger play here
Sakana AI raised $135M at a $2.65B valuation, becoming Japan’s top AI unicorn. Here’s what changes for localized LLM cost, compliance, and enterprise…
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I didn’t expect Flatpay to hit €100M ARR this fast—here’s the catch behind its €145M raise
Flatpay raised €145M at a €1.5B valuation, claiming €100M ARR and 60k SMBs. I break down what this means for fees, unit economics, expansion, and risk.
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I just saw BNPL fund groceries at scale—yet lenders can’t see the debt. That’s the scary part
BNPL now reaches 91.5M U.S. users, 25% for groceries, with late payments at 42%. The hidden risk: unreported “phantom debt” and patchy oversight.
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I just read the FT: Apple may pick Tim Cook’s successor next year—here’s the real risk
FT says Apple’s board is prepping for CEO succession as early as after January earnings. If John Ternus takes over, here’s what changes for AI and…
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Waymo just went freeway‑live (50% faster rides), but I’m watching a $1.8B SPAC instead—here’s why
Waymo’s robotaxis can now use freeways in SF, LA and Phoenix, cutting trips up to 50% and enabling airport runs. Here’s the impact—and the $1.8B SPAC to…
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I just saw Amazon rename Project Kuiper to “Leo” — and the affordability promise quietly vanished
Amazon’s “Project Kuiper” is now “Leo.” The copy changed too: less on affordability, more on “enterprise‑ready.” Here’s what operators should do next.
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I just saw Apple hit with $634M over watch tech—here’s the risk wearables must price in
Apple owes Masimo $634M for patent infringement tied to Watch health features. Here’s why import bans, feature shutdowns, and royalties could reshape…