FUNDRAISING ANNOUNCEMENTS

• Pace raises $10M Series A from Sequoia to automate insurance back-office with AI agents
• Northwood Space raises $100M Series B and wins Space Force contract to build vertically integrated satellite ground infrastructure

GUEST INTERVIEWS

• Ben Lerer on building and selling media companies: why staying niche is the only viable path
• Arcee AI launches 400B-parameter sovereign US language model as open-source alternatives to Chinese labs
• Anduril launches global AI drone racing league — open to anyone, $500K prize pool, recruiting engineers
• Peter Steinberger built MoltBot for fun, not for money — and thinks 2026 is the year of the personal AI assistant
• Lightspeed's Aaron Frank: agentic commerce is inning one — stablecoins won't fix the payment rails problem

NEWS

• Meta signs $6B deal with Corning for fiber optic cables to power data center expansion
• Meta plans premium subscription tiers for Instagram, Facebook, and WhatsApp with expanded AI capabilities
• Zoom Ventures quietly holds a major Anthropic stake — now worth potentially 85x its entry price
• Ramp's Super Bowl ad goes all-in on brand awareness with 'Brian the accountant'

COMMENTARY

• ClawdBot rebrands to MoltBot as Anthropic enforces trademark — and what this means for AI inference demand