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

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 - 1/26/26

Intel Hits Supply Limits, Meta Rebuilds Its AI Engine, and a $480M Seed Shows Capital Still Chasing Elite Teams

The AI Rundown by Lightscape Partners - 1/16/26

Two Lightscape portfolio companies announce major new fundraises, assistants reshape the platform wars, and the Elon x OpenAI lawsuit gets a trial date

Our Investment in Articul8

The AI Rundown by Lightscape Partners - 1/12/26

Physical AI Takes Over CES, OpenAI Backs Its Own Power, and Articul8 and Profitmind Announce New Funding Rounds

The AI Rundown by Lightscape Partners - 1/5/26

Cyber safety failures collide with mega-finance, as SoftBank locks in a reported $40B OpenAI check and Meta pays up to buy an agent startup.

The AI Rundown by Lightscape Partners - 12/22/25

Amazon weighs a $10B plus OpenAI bet, Washington reopens the Nvidia H200 China question, and Lovable’s $330M round shows vibe coding is getting institutional

The AI Rundown by Lightscape Partners - 12/15/25

Disney challenges Google on AI copyright, Trump targets state-by-state AI rules, and Skild’s billion-dollar robotics round signals embodied AI’s next wave