VC in 2025: Discipline over hype
VC capital doesn’t disappear in 2025 – it’s reallocated. Large allocations into AI infrastructure and model builders made headlines, but VC firms generally became more selective: follow-on capital was being funneled into proven executions, and secondaries/dry powder dynamics replaced exits and late-stage rounds. Recent VC reports show that there continues to be strong interest in…
The Tech Pile of 2026 (What 2025 Made)
2025 sees accelerated convergence in chip design, AI software, and distributed computing. The rise of application-specific semiconductors (for AI inference and training), edge/cloud hybridity, and agentic/automated AI components reshaped architectural decisions. McKinsey and other technology reports emphasize that future computing will not be one size fits all – chip specialization, silicon photonics and energy efficiency…
The Founder’s Playbook: How Startups Survive (and Thrive) in 2025
The Startup Scenario 2025 prioritized focus, capital efficiency and domain expertise. While headline mega-rounds (often involving AI infrastructure or model builders) capture attention, the most successful early-stage teams scale by building narrow, defensive vertical products – vertical SaaS, climate tech hard-tech, and industry-specific AI assistants. Global ecosystem reports show that new regional hubs are gaining…
Market map at the end of 2025: peace on the surface, friction beneath
The macro in 2025 has been a complex picture: growth is slow to moderate, inflation and geopolitics keep policymakers cautious, and pockets of enthusiasm (particularly AI equities) are pushing asset prices away from fundamentals. Major institutions have softened growth forecasts for 2025 and warned that the risk of a sudden correction will increase if markets…
What AI has became in 2025
AI in 2025 has stopped being a flashy novelty and started behaving like infrastructure – the plumbing behind better customer service, smarter supply chains and highly personalized healthcare. Large language models have matured from “toy” demonstrations to optimized, domain-specific systems; Companies are no longer asking if, but how to incorporate models into workflows while controlling…