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☀️ Meta signs $100M solar deal for AI data center Meta will build a 100MW solar farm in South Carolina with Silicon Ranch to power its upcoming $800M AI data center. Both projects are set to go live in 2027, with most equipment sourced from the U.S. 🖱 This marks Meta’s 18th deal with Silicon Ranch, totaling $2.5B+ in renewable investments 🖱 Meta has added over 2GW of solar capacity in 2025 alone 🖱 Recent projects include 650MW in Kansas/Texas with AES and nearly 800MW in Texas with Engie and Zelestra

For hyperscalers like Meta, solar isn’t just green - it’s cheap, fast to deploy, and critical for keeping AI data centers powered.

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🤖 Top 20 AI agent startups Today’s leaders focus on fast ROI - writing code, handling customer support, and automating enterprise workflows. The market is scaling faster than expected and new players are already rivaling Big Tech in efficiency. 🖱 AI agent market will more than double this year — from $5B to $13B 🖱 Anysphere (Cursor) leads with $500M ARR, 5x ahead of peers 🖱 Top startups match or exceed Microsoft’s $1.8M revenue per employee 🖱 42% of AI agent firms are already operating at commercial scale 🖱 Half of the top 20 by revenue were founded in just the past 3 years 🖱 Customer support agents generate a 127x revenue multiple vs. the average 52

AI agents aren’t just experiments anymore, they’re becoming real businesses at lightning speed.

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🤑 OpenAI hits first $1B month, but compute can’t keep up OpenAI logged its first-ever $1 billion revenue month in July, driven by GPT-5 subscriptions, yet CFO Sarah Friar says the company’s biggest challenge is a shortage of computing power. 🖱 Demand for GPUs is “voracious,” forcing massive new builds like Stargate 🖱 Microsoft remains a core partner, alongside Oracle and CoreWeave 🖱 Annual recurring revenue has hit $10B, with 2025 revenue expected to triple to $12.7B 🖱 CEO Sam Altman says trillions will be spent on data centers to meet growth

The milestone shows how fast AI demand is scaling, but also how fragile the supply side remains.

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🧬 Biotech’s half-year of chaos The first half of 2025 has been one of the toughest in a decade for biotech. At least 14 companies have shut down, with job cuts hitting a four-year high. 🖱 Trump administration slashed grants, replaced agency heads, and cut thousands of staff 🖱 Plans for tariffs on drugs and strict price controls rattled the sector 🖱 April’s broader tariff proposal sent markets plunging, leaving biotech in “complete standstill” 🖱 IPO window closed, private capital scarce, startups cutting aggressively Still, some investors see “a new normal.” Private biotech is adapting to multiple scenarios, and the feared fallout has been softer for certain players. But the fundamentals haven’t changed, a long bear market, tight capital, and intensifying competition for niche therapies.

For biotech, recovery looks more like survival mode than revival.

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📊 PitchBook on valuations: AI vs. everyone else PitchBook’s Q2 report shows an upbeat picture- startup valuations are climbing again. But one chart stands out: the median AI startup isn’t valued that much higher than a non-AI peer at the same stage. 🖱 AI does get funded more easily, but the valuation gap itself is modest 🖱 The real edge for AI founders isn’t price — it’s access to capital

So the hype is real, but it’s not just multiples - it’s the smoother path to raising a round.

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❕ India bans real-money gaming India’s parliament has passed a bill banning all real-money games - whether skill or chance based - in a move that threatens a $23B industry employing over 200,000 people. 🖱 Bill blocks transactions for real-money games and ads 🖱 Offenders risk 3 years jail or ₹10M ($115K) fine 🖱 Celebrities promoting such games also face penalties 🖱 Industry warns of 400+ companies shutting down 🖱 Stakeholders argue offshore gambling apps, not local startups, drive the harm Supporters say it protects society from addiction, but critics warn it will kill regulated firms while fueling illegal offshore betting. The bill still needs upper house and presidential approval.

A $23B sector could vanish overnight, or just move underground.

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🦄 In venture, it’s not just about finding unicorns - it’s about growing them Capital alone rarely makes the difference. The biggest returns go to investors who help their portfolio companies scale when it matters most. 🖱 Shopify — early investors built out the developer partner network that became the core of its ecosystem. 🖱 Tesla — backers who supported Musk through the Model 3 production crisis earned far more than passive funds. 🖱 Stripe — YC investors funneled their startup network as first customers, giving Stripe instant scale.

The lesson: venture isn’t a lottery ticket, it’s active work to turn early bets into enduring giants.

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🧠 Microsoft AI chief: “Models don’t have consciousness” Mustafa Suleyman, head of Microsoft AI, criticized the growing field of “AI welfare,” which explores the idea of models having consciousness and rights. He argues such debates distract from real issues - addiction to chatbots, breakdowns, and unhealthy emotional bonds with digital agents. 🖱 Suleyman: today’s models have no consciousness, but they can convincingly simulate emotions 🖱 Anthropic, OpenAI, and DeepMind continue to study the topic 🖱 Anthropic even launched an “AI welfare” program, adding features like Claude ending chats with abusive users

The divide is clear: while some labs explore AI sentience as a safety frontier, Microsoft is pushing back - insisting the focus should stay on human wellbeing.

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💥 The AI bubble: why ARR alone doesn’t tell the story ARR has become the go-to flex metric in tech. Startups like Lovable brag about hitting $100m ARR in just months, breaking every old SaaS benchmark. But behind the headlines, the cracks are showing - and investors are starting to worry. 🖱 The math is misleading. Many “$100m ARR” claims are just one hot week of revenue multiplied by 52. That doesn’t mean it’s sustainable. 🖱 Churn is the silent killer Users jump in fast, but drop out just as quickly. One AI app went from $30m MRR to almost zero in a month. 🖱 Margins are razor-thin AI startups often pay other AI companies for compute and models, leaving little room for profit. Switching to more advanced “agentic” models only increases costs. 🖱 It looks like grocery delivery all over again Huge customer acquisition, fast growth, but no clear path to profitability.

The real question: can these AI darlings turn explosive ARR into durable, high-margin businesses? Growth is easy. Retention and profitability are the real test.

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🎧 5 podcasts every venture investor should follow In venture, the sharpest insights often come from real conversations. These shows will keep you close to the deals, strategies, and thinking that shape the market. 🖱 The Twenty Minute VC — Harry Stebbings interviews partners from Sequoia, a16z, Index in 20-min bursts. 🖱 Acquired — 2–4 hour deep dives into companies and deals, from OpenAI to Nintendo. 🖱 All-In Podcast — four VCs debating startups, macro, and politics — straight from Silicon Valley. 🖱 Masters of Scale — Reid Hoffman on how founders and investors scale companies. 🖱 This Week in Startups — Jason Calacanis tracking fresh startups and early trends.

The best way to sharpen your venture instincts is to listen where the insiders talk.

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