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

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

A new infrastructure for modern financial markets

Ted Wagner
Ted Wagner
The AI Rundown by Lightscape Partners - 7/6/2026

The AI Rundown by Lightscape Partners - 7/6/2026

Anthropic's models come back online, OpenAI floats giving the U.S. a 5% stake, and global venture funding smashes records at $510B

Ted Wagner
Ted Wagner
The AI Rundown by Lightscape Partners - 6/29/2026

The AI Rundown by Lightscape Partners - 6/29/2026

Government takes the wheel on the frontier: U.S. clears Anthropic's Mythos 5 for 100+ orgs, OpenAI caps its own GPT-5.6 rollout, and Qualcomm spends ~$4B on Modular to chase Nvidia

Ted Wagner
Ted Wagner
Weekly NewsletterWeekly Newsletter
The AI Rundown by Lightscape Partners - 6/22/2026

The AI Rundown by Lightscape Partners - 6/22/2026

Washington forces a shutdown of Anthropic's most powerful models and triggers a global scramble for sovereign AI; SpaceX buys Cursor for $60B days after going public; and China's DeepSeek raises $7.4B at a $50B+ valuation.

Ted Wagner
Ted Wagner
Weekly NewsletterWeekly Newsletter
The AI Rundown by Lightscape Partners - 6/15/2026

The AI Rundown by Lightscape Partners - 6/15/2026

The White House pulls the plug on Anthropic's frontier models, OpenAI files confidentially for its IPO, and SpaceX prices the largest IPO in history.

Ted Wagner
Ted Wagner
Investment EssaysInvestment Essays
Building the Industrial Stack of America: Standard Bots Raises $200M

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.

Ted Wagner
Ted Wagner
Weekly NewsletterWeekly Newsletter
The AI Rundown by Lightscape Partners - 6/8/2026

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.

Ted Wagner
Ted Wagner
Weekly NewsletterWeekly Newsletter
The AI Rundown by Lightscape Partners - 6/1/2026

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.

Ted Wagner
Ted Wagner
Weekly NewsletterWeekly Newsletter
The AI Rundown by Lightscape Partners - 5/26/2026

The AI Rundown by Lightscape Partners - 5/26/2026

Google declares the old search dead; Karpathy defects to Anthropic; OpenAI charges toward a trillion-dollar September IPO.

Ted Wagner
Ted Wagner
The AI Rundown by Lightscape Partners - 5/18/2026

The AI Rundown by Lightscape Partners - 5/18/2026

Cerebras stages the year's biggest IPO, Anthropic edges past OpenAI in business customers, and Sam Altman finally takes the stand in Musk v. OpenAI.

Ted Wagner
Ted Wagner
The AI Rundown by Lightscape Partners - 5/11/2026

The AI Rundown by Lightscape Partners - 5/11/2026

Anthropic rents Elon's data center after an 80x quarter, Alphabet closes in on the world's most valuable company crown, and Anthropic + OpenAI launch consulting JVs aimed straight at McKinsey.

Ted Wagner
Ted Wagner
The AI Rundown by Lightscape Partners - 5/4/2026

The AI Rundown by Lightscape Partners - 5/4/2026

Anthropic eyes a $900B valuation in days, the Musk v. Altman trial reshapes the OpenAI origin story, and AWS officially welcomes OpenAI to its cloud as Microsoft rewrites the partnership.

Ted Wagner
Ted Wagner
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