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 - 3/2/26

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