AI Anxiety Has Reached Every Layer of Tech😰, AI Second Brain🧠, Climate Tech Rebounds🌱
Another week, another pulse check on Tech.
From top insights and reports to new funds, VC jobs, resources, and the hottest deals, here’s everything you need to stay ahead 👇
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In-Depth Insights 🔍
free AI GTM Kit trained on the frameworks Sequoia, a16z, and top VCs use with their portfolio companies
Polymarket Expect Prolonged Strait of Hormuz Disruption 🌊
Traders currently assign low probability to shipping conditions normalizing by month end. That signal reflects expectations of extended pressure on energy flows and regional stability.
The 10x Operators Think From the Future 🧠
Top founders make decisions from the assumption that scale is inevitable, not hypothetical. That framing changes hiring, product quality, and the tolerance for short term discomfort. [Peter Deng]AI Agents Are Breaking SaaS Defensibility 🤖
If agents operate software directly, dashboards and user habits stop being durable moats. Advantage moves toward proprietary data, execution systems, and embedded operational context. [Seema Amble]
AI Makes Information Cheap, So Original Thought Gets Pricier 📜
When access costs collapse, the bottleneck shifts from retrieval to interpretation. The scarce skill is no longer finding knowledge but turning it into something non-obvious. [Zohar Atkins]AI Anxiety Has Reached Every Layer of Tech 😰
Founders, incumbents, and new grads are all operating without stable assumptions anymore. The useful response is adaptability, strong peers, and work tied to long term conviction. [Grant Lee]The AI Second Brain Is Becoming a Real Product Category 🧠
Meeting transcripts are evolving from passive notes into searchable organizational memory. The value comes from recovering decisions, patterns, and context humans routinely lose.
AI Coding Speed Is Outpacing Human Review 🚨
Teams are shipping plausible looking code faster than they can properly validate it. Structured review systems are becoming mandatory infrastructure, not optional process overhead.
AI Native Companies Rebuild the Stack From the Ground Up 🏗️
Most firms bolt AI onto legacy workflows, while AI NATIVE companies redesign operations around agents. The edge comes from structured data, documented decisions, and systems built for automated execution. [Greg Isenberg]
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Interesting Reports 📊
Spain startup ecosystem crosses €125B milestone, ranks 8th in Europe 🇪🇸🚀
Capital is increasingly concentrated in Madrid and Barcelona with €3.1B raised in 2025. Quantum computing, mobility, and biotech attracted the largest funding rounds this cycle. [Dealroom]
Medtech funding softens in Q1 2026 while exits spike 💉
Funding declined 17.1% year over year even as exits surged to $4.1B in three months. A $2.2B surgical robotics IPO and major acquisitions kept liquidity flowing in the sector. [PitchBook]Climate tech VC rebounds to $14.3B strongest quarter since 2023 🌱
Funding reached a two-year high with 538 deals and strong European deal concentration. Built environment, nuclear, and geothermal segments led growth despite rising energy market uncertainty. [PitchBook]
Recently Launched Funds 💸
Lansdowne Partners launched its debut venture capital fund with a $150M first close to back high-growth UK innovation and deep tech startups.
Kalos Ventures Management closed its inaugural $78.8M early-stage venture fund focused on workforce, care, and education technology startups.
Champion Leadership Group closed SaaS Fuel Fund I at $55M to invest in and scale emerging SaaS startups.
Top Down Ventures closed its $28M Founders Fund I targeting founder-led early-stage technology companies.
Skinos Ventures launched Fund I with €26M to back early-stage European startups.
Mother Ventures closed a $10M debut venture fund focused on early-stage consumer and commerce startups.
VC Jobs 💼
Energy Impact Partners (London, England): VC Associate (apply here)
DN Capital (Berlin, Germany): VC Associate (apply here)
Antler (Berlin, Germany): VC Analyst (apply here)
Northwell Ventures (New York City, NY): VC Director (apply here)
Applied Ventures (Santa Clara, CA): Senior VC Associate (apply here)
Redesign Health (New York City, NY): VC Associate (apply here)
SVG Ventures (Winnipeg, Canada): VC Manager (apply here)
Path Ventures (Remote): VC Principal (apply here)
North Ventures (Copenhagen, Denmark): VC Principal (apply here)
Planet A Ventures (Berlin, Germany): VC Associate (apply here)
Hottest Deals 💥
Isomorphic Labs raised $2.1B in Series B funding to scale its AI-driven drug discovery platform backed by Alphabet and Thrive Capital. (read more)
Mind Robotics raised $400M in funding to accelerate development of next-generation humanoid robotics and embodied AI systems. (read more)
Photonic raised over $200M CAD at a $2B post-money valuation to advance fault-tolerant quantum computing infrastructure. (read more)
Fractile raised $220M in Series B funding to build ultra-efficient AI inference infrastructure for frontier models. (read more)
Paymentology raised $175M in funding to expand its global issuer-processing and next-gen payments platform. (read more)
Forus raised over $160M in funding to scale its fintech and embedded finance infrastructure platform. (read more)
Oishii raised $150M in Series C first close to expand its vertically farmed premium produce business. (read more)
Exaforce raised $125M in Series B funding to strengthen AI-native cybersecurity automation capabilities. (read more)
Create Medicines raised $122M in Series B funding to advance generative AI-powered drug discovery and therapeutics development. (read more)
Waterdrop raised over €100M in funding to accelerate climate-focused water infrastructure and sustainability solutions. (read more)
HavocAI raised $100M in Series A funding to develop autonomous maritime defense and AI-enabled naval systems. (read more)
Star Catcher Industries raised $65M in Series A funding to build space-based energy infrastructure and orbital power transmission systems. (read more)
UroMems raised $60M in funding to advance smart implantable solutions for stress urinary incontinence treatment. (read more)
nVision raised $55M in Series B funding to expand women’s health diagnostics and preventive screening technologies. (read more)
Vapi raised $50M in Series B funding to scale its developer platform for AI voice agents and conversational infrastructure. (read more)
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