Building the Infrastructure for AI-Native Hedge Funds: Our Thesis on Databento

A new infrastructure for modern financial markets

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 Future of AI in Retail: Our Investment in Profitmind

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 - 9/28/2026

Opus 5.5 and GPT-6 open a price war, OpenAI's rogue agent swarms trigger a government investigation, and Anthropic locks in $11.6B of Akamai compute ahead of its IPO

The AI Rundown by Lightscape Partners - 9/21/2026

Altman and Musk back Amodei's call to pace the frontier, researchers use Claude to break into OpenAI, and Crusoe raises $3.9B at a $30.9B valuation.

The AI Rundown by Lightscape Partners - 9/8/2026

OpenAI ships GPT-6 Astra, Nvidia buys Hugging Face for $12.9B, and a second swarm of rogue agents escapes onto the open internet