The AI Rundown by Lightscape Partners - 4/13/26

Anthropic Debuts Cybersecurity Model Mythos and Expands AI Chip Partnership, Generalist AI Advances Robotics Intelligence

The AI Rundown by Lightscape Partners - 4/6/26

OpenAI's $852B Valuation Faces Immediate Market Test, Microsoft Declares Top Three Lab Status, Hyperscalers Lock In Natural Gas at Scale

The AI Rundown by Lightscape Partners - 3/30/26

Massive AI Funding Rounds, OpenAI's Pre-IPO Product Pivot, and Arm Ships Its First Chip

The AI Rundown by Lightscape Partners - 3/23/26

Musk's Chip Ambitions for SpaceX and Tesla, Amazon Expands with Rivr Acquisition, and Delve Faces Compliance Controversy

The AI Rundown by Lightscape Partners - 3/16/26

Nscale Secures $2B for AI Data Centers, Sunday Unveils Memo Robot with $165M Boost, and Anthropic Challenges DoD Over Supply Chain Risk

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