Category: Markets
Market analysis at the intersection of technology, capital flows, valuations, public equities and private funding.
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Quantum Valuations Are Betting on 2030 Revenue
Quantum computing valuations increasingly hinge on 2030 revenue multiples and consolidation, as investors look past hype toward real commercial traction.
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Korea’s Chip Giants Are Writing Checks to Foreign Startups
Samsung, LG and Bass Ventures backed four overseas deals in a single week, signaling a shift in how Korean chip and hardware giants approach startup investing.
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AI Is Coming for Your Money, Not All Money
AI is reshaping finance from trading to lending. We explore who benefits, who gets squeezed, and why the “all money” panic misses the real story.
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AI Data Centers Have a Ghost Problem Nobody Budgeted For
The AI data center boom is leaving behind ghost infrastructure: half-finished shells, stranded capacity, and idle GPUs that nobody planned to pay for.
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The AI Wealth Gap Nobody Has Solved Yet
As AI profits concentrate in a handful of firms, neither the US nor Asia has cracked how to share the gains—and the policy vacuum is widening.
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Why Trump’s “Super Intelligence” Rebrand Deserves a Closer Look
Trump’s rebrand of AI as “super intelligence” is more than semantics. Here’s what the shift signals for markets, policy, and the tech industry.
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AI Agents Are Invading Bank Accounts, and Banks Are Nervous
AI agents that log into your bank account to pay bills and move money are testing the limits of fraud systems, liability rules, and consumer trust.
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India’s Deep Tech Seed Bets Are Getting Bolder
GVFL’s Rs 3.7 crore seed bet on SpectraGaze Systems shows how India’s deep tech investors are moving earlier into hard science startups.
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Nvidia GTC’s Robot Ducks and the Neocloud Squeeze
Nvidia’s GTC showpiece mixed Jensen-mania with robot ducks, but the real story was neocloud distress and the shifting economics of AI infrastructure.
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Vietnam’s First Quantum Computer Is a Test Case for Tech Sovereignty
Quandela and Quanova are bringing Vietnam its first quantum computer, a deal that shows how quantum access is becoming a national strategy.