2025-11-26 11:06:09
PitchBook: US AI and robotics VC deals are up over 4x since 2023 to $160B so far in 2025, while comparable China deals are just $10B , up from $9.24B in 2023 (CNBC)
https://www.cnbc.com/2025/11/26/cnbc-china
PitchBook: US AI and robotics VC deals are up over 4x since 2023 to $160B so far in 2025, while comparable China deals are just $10B , up from $9.24B in 2023 (CNBC)
https://www.cnbc.com/2025/11/26/cnbc-china
Tracxn: VC funding for Indian startups fell 17% YoY to $10.5B in 2025 across 1,518 deals, down ~39% YoY; AI startups raised $643M, up 4% YoY, across 100 deals (Jagmeet Singh/TechCrunch)
https://techcrunch.com/2025/12/27/india-startu…
Sources: Anthropic is set to raise about $20B led by Singapore's GIC and Coatue, double the amount it had targeted, at a $350B valuation (Financial Times)
https://www.ft.com/content/5e6ee0d4-a313-452c-baac-27b45f5f2de5
Khosla Ventures' Vinod Khosla and Ethan Choi disavow Keith Rabois' comments on an ICE shooting; Rabois said the man killed by agents was committing a "felony" (Julie Bort/TechCrunch)
https://techcrunch.com/2026/01/26/vino
Source: Dragoneer raised $4.3B for its seventh VC fund and now has over $30B in AUM; it raised $3.8B for its sixth private fund in 2022 (Dan Primack/Axios)
https://www.axios.com/2025/12/15/dragoneer-vc-fund
"Twenty’s contracts are a rare case of an AI offensive cyber company with VC backing landing Cyber Command work; typically cyber contracts have gone to either small bespoke companies or to the old guard of defense contracting like Booz Allen Hamilton or L3Harris."
The Pentagon Is Spending Millions On AI Hackers
Oh goody, a LinkedIn connection request with a message!
Let’s break this down:
> …vc backed…
Focused on quarterly profits / RoI instead of outcomes.
> …invite-only…
NDAs and other gag agreements.
> …openAI browser…
Chromium that begs authors for ARIA to parse content.
> …seeing promising results…
Which aren’t genuine results.
> …goal is 100% WCAG testing…
Ah, snake oil.
> …with high capture rates.
Sales…
when VC funded projects quiet-quit
Chinese state media: China launches three VC funds of $7.1B each to back early-stage "hard technology" startups valued below ¥500M, or about $71M (Reuters)
https://www.reuters.com/sustainability/boa…
Cerrion, which develops AI video agents that detect and resolve production line issues in real time, raised an $18M Series A led by Creandum (Tamara Djurickovic/Tech.eu)
https://tech.eu/2025/11/25/cerrion-raises-18m-to-reduce-factory-downtime-wi…
Ventura County Voluntary Organizations Active in Disaster ( #VCVOAD )
is a collaborative of nearly 50 local non-profit agencies,
faith-based organizations,
volunteer groups,
public institutions,
and private entities
dedicated to improving outcomes for people affected by disasters.
VC-VOAD helps communities respond to and recover from major disasters guided by our f…
I’d like to revise and say that my hotter take is that every VC-funded *open source* software project should report both runway amounts and how many active FTE they have on payroll
Booz Allen Hamilton commits $400M to a16z's newest set of funds, for which a16z raised $15B in January; this is Booz Allen's first LP stake in any VC fund (Lucinda Shen/Axios)
https://www.axios.com/pro/all-deals/2026/01/23/booz-allen-hamilton-400m…
Sequoia, a16z, and other VC firms invested $1.2B into police and public safety tech startups over the past year, following the success of Palantir and others (Abram Brown/The Information)
https://www.theinformation.com/briefings/a
my hot take is that I think every VC-funded software project should report how much runway they have left every month
I used to run a few generative Twitter bots, all of which are now defunct due to Elon-related API restrictions, focus and audience shifts, etc. I'd like to resurrect a couple, and maybe even ensloppify one with AI (to attract VC $€£) but it appears botsin.space is dead. Any decent botting instances left? Is mastodon.bot alright? Should I just start my own instance, and make my hobby trying to get federated, instead?
Soso, #Nexthink an eine US-amerikanische Firma zu verkaufen ist also ein grosser Erfolg.
Fühlt sich irgendwie falsch an.
Der Einschub «Diese Transaktion wird viel Geld in die Region zurückbringen, das reinvestiert werden kann» finde ich nur halbwegs tröstlich. Aber hey, ich bin ja auch kein VC...
European VC funding rose 9% YoY to hit $58B in 2025, below North America's 46% YoY rise; AI led with $17.5B, followed by biotech's $13.4B and hardware's $10.8B (Gené Teare/Crunchbase News)
https://news.crunchbase.com/venture/european-funding-nudged…
Austin-based Neurophos, which develops a photon-based "Optical Processing Unit" to replace GPUs in AI training, raised $110M led by Bill Gates' Gates Frontier (Edward Ludlow/Bloomberg)
https://www.bloomberg.com/news/articles/20
@… yeah, absolutely — I’d take FTE over runway. But with both you can better estimate how much time is left on the VC Hourglass of Funding™
Arbiter, which is using AI to automate healthcare administrative tasks, emerges from stealth with a $52M seed from multiple family offices at a $400M valuation (Rebecca Torrence/Business Insider)
https://www.businessinsider.com/health-sta
London-based PolyAI, which makes call center AI voice assistants, raised an $86M Series D led by Georgian, Hedosophia, and Khosla, after raising $50M in 2024 (John Reynolds/Tech.eu)
https://tech.eu/2025/12/15/polyai-raises-86m/
Latin American VC funding rose 14.3% YoY in 2025 to $4.1B, with early-stage investment up 31.9% YoY to nearly $2B and late-stage/growth deals reaching $1.63B (Mary Ann Azevedo/Crunchbase News)
https://news.crunchbase.com/venture/vcs-bullish-latam-startup-…
VC fund a16z crypto says it is expanding to Asia and opening an office in Seoul, calling South Korea the world's second-largest crypto market (Sam Reynolds/CoinDesk)
https://www.coindesk.com/business/2025/12/10/a16z-cryp…
Good Morning #Canada
On the eve of #RemembranceDay, it's fitting that we wish a ##HappyBirthday to Charles Cecil Ingersoll Merritt, who was born on this day in 1908. Merritt was the first Canadian recipient of the Victoria Cross in #WWII, the highest award for bravery among troops of the British Empire. He was also the son of Captain Cecil Mack Merritt, who was killed in the Second Battle of Ypres on April 23rd, 1915. Merritt commanded The South Saskatchewan Regiment, Canadian Army, (Canadian Infantry Corps), and led his regiment at the failed Dieppe Raid on August 19th, 1942. He led multiple charges against fortified positions, was wounded twice, and stayed on the beach to defend his troops as they were withdrawn. He was captured by the Germans and remained a prisoner until the end of the war.
#CanadaIsAwesome #CanadianHeroes
https://thecanadianencyclopedia.ca/en/article/charles-cecil-merritt-vc
Sequoia's Shaun Maguire speculated in an X post that a Palestinian student was behind the Brown University shooting; the post was later deleted (Chris Stokel-Walker/Fast Company)
https://www.fastcompany.com/91463942/sequoia-shaun-maguire-brow…
A profile of VC firm Index Ventures, which saw billions in gains from exits in 2025, including Figma, Scale AI, and Dream Games, as it looks ahead to succession (Bloomberg)
https://www.bloomberg.com/news/features/2026-01-08/inde…
PitchBook-NVCA: global VC investments hit $512B in 2025 with AI accounting for 50% ; VC fundraising fell to a 10-year low of $118.6B, ~$100B less than in 2024 (Duncan Riley/SiliconANGLE)
https://siliconangle.com/2026/01/07/pitch…
🇺🇦 #NowPlaying on BBCRadio3's #NightTracks
Johann Sebastian Bach, Gabriela Montero & Gabriela Montero:
🎵 Adagio after Bach VC in E major BWV1042
#JohannSebastianBach #GabrielaMontero
https://open.spotify.com/track/1v3gGmcneK1QzYyBFiBXG0
Total global VC funding to fintech startups totaled $51.8B in 2025, up 27% YoY and above pre-pandemic totals, but much lower than 2021's peak of $141.6B (Mary Ann Azevedo/Crunchbase News)
https://news.crunchbase.com/fintech/funding-jumped-big-checks-ai-ye-2025/<…
Tokyo-based Sakana AI becomes Japan's most valuable unicorn at a ~$2.6B valuation, following a ~$130M raise from Mitsubishi UFJ Financial and US VC firms (Nikkei Asia)
https://asia.nikkei.com/business/technology/a…
Sources: Balderton cashed out ~$2B of its Revolut stake in the past year, turning an early £1M bet into a historic European VC win; its fifth fund returned 25x (Financial Times)
https://www.ft.com/content/97e6f29e-bc79-43e0-bcbd-2dfe98755ea3
Nick Clegg joins London-based VC firm Hiro Capital as a general partner, and Yann LeCun joins the firm as an adviser; sources: Hiro looks to raise a €500M fund (Financial Times)
https://www.ft.com/content/98cf87d9-3d1c-4f60-9c50-eed36a25e219
Lighter, which operates an Ethereum Layer 2 network and a decentralized exchange to support perpetual futures contracts, raised $68M at a ~$1.5B valuation (Naga Avan-Nomayo/The Block)
https://www.theblock.co/post/378358/lighte
Tucuvi, which develops AI agents that check in with patients and escalate cases to human teams when needed, raised a $20M Series A, led by Cathay and Leadwind (John Reynolds/Tech.eu)
https://tech.eu/2026/01/08/clinical-voice-ai-startup-tucuvi-raises-20m/
a16z raises over $15B across five new funds, including $6.75B for its fifth growth fund and $3B for unspecified "other venture strategies" (Dan Primack/Axios)
https://www.axios.com/2026/01/09/andreessen-horowitz-15-billion-for-new-funds
Sources and US tax lawyers: the IRS's planned audit of private equity and VC firms is faltering under President Trump, as many senior leaders leave the agency (Jesse Drucker/New York Times)
https://www.nytimes.com/2026/01/08/business/irs-private…
Qualcomm Ventures and six Indian VC firms join India Deep Tech Alliance with an additional $850M in commitments; Nvidia joins as a strategic technical adviser (Jagmeet Singh/TechCrunch)
https://techcrunch.com/2025/11/04/nvid
Sources: Roelof Botha was asked to step aside after some Sequoia partners raised concerns about his leadership; Botha had declined to comment on Shaun Maguire (Wall Street Journal)
https://www.wsj.com/finance/investing/sequ
An analysis of Crunchbase and PitchBook data: in 2025 so far, 80 tech startups reached $1B valuations, many of them focused on AI with exceptions like Kalshi (Dominic-Madori Davis/TechCrunch)
https://techcrunch.com/2025/12/01/at-least-36-new-tech-…
Mumbai-based Knight Fintech, which builds core infrastructure connecting banks, lenders, platforms, and borrowers, raised $23.6M led by Accel (The Economic Times)
https://economictimes.indiatimes.com/tech/…