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⚡️ Investors pile into data centers despite uncertain exits A new PitchBook analysis shows investors are pouring record amounts into data-center development even as traditional exit paths remain weak or nonexistent. 🖱 Capital is shifting toward ground-up builds, with investors chasing AI-ready, high-density facilities instead of buying existing centers. 🖱 Demand from hyperscalers and AI labs is driving the surge long-term leases with Big Tech are now seen as the strongest de-risking mechanism. 🖱 Despite a frozen secondary market, developers are relying on structured debt (ABS/CMBS) and recapitalizations to extract liquidity. 🖱 Some funds expect a future exit wave in 2027–2028, once today’s projects stabilize, though buyers remain scarce for now. 🖱 Power constraints, regulatory bottlenecks, and bond-like yields on stabilized assets remain the biggest risks for investors piling in.

The bet is clear: compute demand will keep compounding and liquidity will eventually catch up.

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🔔 Genspark hits unicorn status with massive $275M series B raise Genspark, a Palo Alto–based AI startup, has raised $275 million in a Series B round, catapulting its valuation to $1.25 billion. 🖱 The funding was backed by major players: Emergence Capital Partners, SBI Investment, LG Technology Ventures, Pavilion Capital, and UpHonest Capital. 🖱 Genspark’s platform automates routine knowledge-work tasks from building slide decks and taking meeting notes to doing research and compiling reports. 🖱 Just five months after launching its AI agent suite, the company hit $50 million in annualized revenue. 🖱 The startup aims to compete with Microsoft 365 Copilot and Google Gemini by offering a unified workspace of specialized AI agents. 🖱 Co-founders include Eric Jing, a former Microsoft exec, and Wen Sang, an MIT PhD who previously built a SaaS business.

Genspark’s rapid growth and deep investor support mark it as a major contender in the enterprise AI agent space.

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🧮 A simple framework to allocate costs and calculate true P&L for each client or business line Entrepreneurs often struggle to understand whether a side service or specific client is actually profitable mostly because costs aren’t allocated correctly. A framework from the Looking for Leverage blog offers a clean way to break this down. 🖱 Direct costs are assigned 1:1, anything tied explicitly to a client or product (labor hours, materials, usage-based fees) should be allocated directly with no averaging. 🖱 Shared operational costs can be allocated by usage or complexity, for example: time spent, number of tickets handled, amount of compute used, or customer-specific workflows. 🖱 Fixed overhead (rent, admin, leadership) should be allocated using a stable driver, usually revenue share, headcount share, or workload share across business lines. 🖱 Variable costs should follow activity, allocate them based on units processed, volume handled, or the intensity of service required for each client. 🖱 Strategic costs (R&D, long-term bets) require judgment, either leave them unallocated or assign them only to the product lines that directly benefit.

This structure can help you see which clients and services truly make money and which ones quietly drain margin.

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📈 Startup M&A is heating up again, Carta reports a record 200 acquisitions in Q3 2025 Carta just logged the highest acquisition volume in its history, with 200 startup M&A deals in the third quarter, a clear sign the market has snapped back from the 2023 freeze. 🖱 Deal-making is alive again, with buyers ranging from other startups to Big Tech and private funds. 🖱 Early-stage dominates ~50% of all acquisitions are pre-seed/seed, and another 25–30% land at Series A. 🖱 Series B hits an all-time high, with 26 acquisitions in Q3 alone, real strategic buys, not acquihires. 🖱 Exits aren’t guaranteed paydays, many deals clear below liquidation prefs, leaving some shareholders with nothing. 🖱 AI leads the wave, accounting for at least 30% of all acquired startups this year, with the share rising each quarter.

With volumes surging and buyers returning, 2025 is shaping up to be one of the best moments in years for founders looking to sell.

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🔔 Adobe is buying Semrush in a $1.9B push into AI-first marketing Adobe has announced a $1.9 billion acquisition of Semrush, marking its biggest deal since the failed Figma takeover and signaling a major move to dominate AI-driven search and brand visibility. 🖱 Semrush brings both classic SEO and next-gen GEO (Generative Engine Optimization), giving Adobe a direct pipeline into how brands appear across LLMs, AI assistants, and traditional search. 🖱 Adobe will fold Semrush into Experience Cloud, integrating GEO data into AEM, Analytics, and its new Brand Concierge to power smarter AI-native marketing workflows. 🖱 The acquisition also reflects Adobe’s return to large-scale M&A, with the company betting that AI-mediated discovery will become as important as traditional search ranking. 🖱 With Semrush’s massive dataset, Adobe gains the ability to optimize how brands surface inside AI chatbots, answer engines, and agentic shopping flows, a channel growing 1,200% YoY.

Adobe isn’t just buying an SEO tool, it’s securing the discovery stack for an AI-first internet.

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💰 Anthropic lands a massive $45B deal with Microsoft and Nvidia Anthropic has signed a record-scale investment and infrastructure agreement with Microsoft and Nvidia worth $45 billion, instantly pushing the company’s valuation to $350B up from $183B just two months ago. 🖱 Anthropic will commit $30B to buying Azure compute roughly 1GW of capacity locking in long-term infrastructure for Claude’s next-generation models. 🖱 Nvidia is investing $10B and Microsoft $5B, giving both deeper strategic ties to one of the fastest-growing AI labs in the world. 🖱 Nvidia and Anthropic will co-develop new optimization methods for both models and chips, aiming to boost performance and efficiency across the stack. 🖱 Jensen Huang called the partnership a “dream come true,” underscoring Nvidia’s plan to shape the architecture behind frontier AI systems.

With this structure, Anthropic isn’t just raising capital, it’s locking in the full-stack infrastructure to compete at the absolute top of the AI race.

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✅ Suno hits a $2.45B valuation as investors double down on AI-generated music Suno has raised a new round valuing the AI-music startup at $2.45 billion, a sharp jump that comes as the company faces both explosive demand and mounting legal pressure from major record labels. 🖱 The company is generating more than $200M in annual revenue, driven largely by paid subscribers using its AI to produce fully-finished songs. 🖱 Investors include Menlo Ventures, NVentures (Nvidia), Lightspeed, and Matrix, a lineup signaling strong confidence in Suno’s claim that its music is original, not derivative. 🖱 The valuation arrives as Suno fights lawsuits from Universal, Warner, and Sony, who argue the model was trained on copyrighted tracks without permission. 🖱 Suno is rolling out new pro-grade tools like Suno Studio, betting that AI-first music creation will shift from novelty to mainstream workflow.

If Suno wins the legal battles, it won’t just be a top AI-music app, it could redefine how the entire music industry thinks about creation, ownership, and compensation.

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🔔 Meta wins major antitrust case as judge rules it’s not a monopoly A federal judge has rejected the FTC’s long-running attempt to force Meta to unwind Instagram and WhatsApp, ruling that the agency failed to prove Meta currently holds monopoly power. 🖱 The court said the social market has shifted, with TikTok, YouTube, and others weakening the FTC’s “personal social networking” monopoly claim. 🖱 Internal Zuckerberg emails about buying Instagram to “buy time” surfaced, but the judge said historic intent doesn’t equal present-day monopoly status. 🖱 The decision means no breakup, no divestitures, and a major relief for Meta after five years of litigation. 🖱 Regulators now face a tougher path, as the ruling signals courts want broader, updated definitions for tech competition.

This outcome doesn’t just protect Instagram and WhatsApp , it reshapes how future antitrust fights against Big Tech will be argued.

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🔔 Anthony Pompliano could secure a huge performance payout as ProCap heads toward a public listing Unchained Crypto reports that Anthony “Pomp” Pompliano may earn up to $400M through a results-based compensation plan tied to ProCap’s upcoming SPAC listing, a striking move for a firm that only recently closed $750M in fresh capital. 🖱 ProCap is positioning itself as a bitcoin-first investment company, already accumulating over 3,700 BTC and signaling plans to expand its holdings toward the $1B mark. 🖱 Pompliano’s potential reward isn’t guaranteed, it’s modeled as a high-risk, high-upside package that only unlocks if the public company hits ambitious performance and asset-growth milestones. 🖱 The structure reflects a broader shift in finance: founder compensation increasingly mirrors tech-style incentive models where massive upside is tied to extreme execution.

ProCap isn’t just going public, it’s making a bold bet that a bitcoin-centric balance-sheet strategy can become a mainstream, institutional investment model.

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📚 Why you should read investing books, even before you start investing Money is losing value faster than ever, and most people wait too long to learn how to manage it. But capital management is one of the few skills that compounds for life and the easiest way to build it early is by reading the right investing books. Here are the TOP-5 beginner-friendly picks for 2024–2025: 🖱 Just Keep Buying — Nick Maggiulli: A motivating guide to long-term, systematic investing and why short-term fear kills returns. 🖱 Investing 101 — Michelle Cagan: A clear breakdown of stocks, bonds, ETFs, IPOs great for anyone starting from zero. 🖱 Stock Market 101 — Michelle Cagan: A practical intro to buying stocks, understanding markets, and avoiding rookie mistakes. 🖱 Rule No. 1 Investing — Phil Town: A simple framework for value investing using fundamentals without needing hours each week. 🖱 The Bogleheads’ Guide to Investing: A modern classic on passive, low-cost index investing and building a long-term portfolio. New additions worth reading too: • The Algebra of Wealth — Scott Galloway (2024): a formula for financial security built on focus, time, stoicism, and diversification. • Mango Millionaire — Radhika Gupta: a personal finance guide rooted in daily habits, budgeting, and realistic money management.

Investing begins long before the first dollar hits the market, it starts with learning how money actually works.

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