Anduril and Mach are soaring, but Ross Fubini sees a valley of death
Defense tech is pulling in money fast, yet the real test is whether new startups can survive long enough to land and keep government contracts.

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Defense tech is pulling in money fast, yet the real test is whether new startups can survive long enough to land and keep government contracts.
Swift's fortune now comes mostly from songs, shows, and ownership, a blueprint that matters to any artist, operator, or investor watching entertainment economics.
The fallout shows how prediction markets, influencer deals, and federal oversight can collide fast when a public figure's own actions become the wager.
Meta’s reversal after a hard-fought antitrust win shows how expensive strategic bets can still end up back with the founders.
Nvidia’s laptop-chip push is no experiment: Huang says the company is already charting multiple generations, aiming for voice-controlled computers and droids.
The country giant is openly entertaining offers for his fully owned music rights, and a record-breaking deal could reshape streaming access and bidding math.
A Duboce Triangle listing turns pre-IPO AI equity into home-buying currency, exposing how paper wealth is reshaping luxury real estate.
Swift's new Pixar song is more than a soundtrack cameo: it's a clean example of how fandom, nostalgia, and scarcity still sell product at scale.
Riley’s blast at Martin Scorsese’s Black Forest Labs endorsement turns one filmmaker’s AI move into a bigger question: who gives generative AI legitimacy, and why.
The Freshworks CEO’s career turns on hard pivots: big deals, ruthless focus, and an AI reckoning for customer-support software.
Japan's biggest life insurer is moving deeper into private credit, a sign that insurers are stretching beyond bonds as returns stay hard to find.
A fixed $135 IPO roadshow price would put SpaceX at $1.75 trillion, a milestone that reshuffles how founders, boards, and public-market investors compare private and listed giants.