AI Rundown

The AI Rundown by Lightscape Partners - 3/9/2026

Anduril Nears $60B Valuation, OpenAI Faces Pentagon Backlash, and Netflix Buys AI Filmmaking Startup

The AI Rundown by Lightscape Partners - 3/2/26

OpenAI Raises $110B in Historic Funding Round, AMD Shares Jump 8% on $100B+ AI Chip Deal with Meta, and Nvidia's Data Center Revenue Soars 75%

The Future of AI in Retail: Our Investment in Profitmind

The AI Rundown by Lightscape Partners - 2/24/26

Apple Eyes AI Wearables, Google and Alibaba Push Efficiency Race, and World Labs Lands $1B to Build Spatial Intelligence

The AI Rundown by Lightscape Partners - 2/17/26

Cisco’s 102.4 Tbps Silicon One targets 128K GPU fabrics, OpenAI starts testing ads in ChatGPT, Anthropic lands a $30B mega round at a $380B valuation

The AI Rundown by Lightscape Partners - 2/9/26

Cerebras Doubles Down on Wafer-Scale Chips, Alexa+ Goes Fully Agentic for U.S. Users, and ElevenLabs Hits an $11B Valuation in a Massive New Raise

The AI Rundown by Lightscape Partners - 2/2/26

Microsoft Bets on Custom AI Chips, Google Brings World Models to Consumers, and a $300M Startup Round Signals the Rise of Agent Governance

Why we invested in Parloa

AI will fundamentally redefine how enterprises deliver customer experience. Parloa is building the infrastructure layer that makes that transformation operationally real.

The AI Rundown by Lightscape Partners - 1/26/26

Intel Hits Supply Limits, Meta Rebuilds Its AI Engine, and a $480M Seed Shows Capital Still Chasing Elite Teams

The AI Rundown by Lightscape Partners - 1/16/26

Two Lightscape portfolio companies announce major new fundraises, assistants reshape the platform wars, and the Elon x OpenAI lawsuit gets a trial date

Our Investment in Articul8

The AI Rundown by Lightscape Partners - 1/12/26

Physical AI Takes Over CES, OpenAI Backs Its Own Power, and Articul8 and Profitmind Announce New Funding Rounds