AI Rundown

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.

Our Investment in Articul8

Building the Industrial Stack of America: Standard Bots Raises $200M

Why we believe Standard Bots can democratize industrial automation and help rebuild the foundation of American manufacturing.

The AI Rundown by Lightscape Partners - 6/8/2026

Anthropic files confidentially for what could be the largest IPO ever, OpenAI's "superapp" pivot signals chat is dead, and Google agrees to pay SpaceX $920M a month for compute.

The AI Rundown by Lightscape Partners - 6/1/2026

Anthropic hits a $965B valuation and ships Claude Opus 4.8 · SoftBank commits up to €75B to French AI data centers · Cognition more than doubles to a $25B pre-money on the vibe-coding wave.