Weekly Newsletter

Lightscape Partners' weekly AI newsletter covering the latest stories and fundraises across the tech landscape.

Weekly NewsletterInvestment Essays
Weekly NewsletterWeekly Newsletter
The AI Rundown by Lightscape Partners - 2/24/26

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

Ted Wagner
Ted Wagner
Weekly NewsletterWeekly Newsletter
The AI Rundown by Lightscape Partners - 2/17/26

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

Ted Wagner
Ted Wagner
Weekly NewsletterWeekly Newsletter
The AI Rundown by Lightscape Partners - 2/9/26

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

Ted Wagner
Ted Wagner
Weekly NewsletterWeekly Newsletter
The AI Rundown by Lightscape Partners - 2/2/26

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

Ted Wagner
Ted Wagner
Weekly NewsletterWeekly Newsletter
The AI Rundown by Lightscape Partners - 1/26/26

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

Ted Wagner
Ted Wagner
Weekly NewsletterWeekly Newsletter
The AI Rundown by Lightscape Partners - 1/16/26

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

Ted Wagner
Ted Wagner
Weekly NewsletterWeekly Newsletter
The AI Rundown by Lightscape Partners - 1/12/26

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

Ted Wagner
Ted Wagner
Weekly NewsletterWeekly Newsletter
The AI Rundown by Lightscape Partners - 1/5/26

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.

Ted Wagner
Ted Wagner
Weekly NewsletterWeekly Newsletter
The AI Rundown by Lightscape Partners - 12/22/25

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

Ted Wagner
Ted Wagner
Weekly NewsletterWeekly Newsletter
The AI Rundown by Lightscape Partners - 12/15/25

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

Ted Wagner
Ted Wagner
Weekly NewsletterWeekly Newsletter
The AI Rundown by Lightscape Partners - 12/8/25

The AI Rundown by Lightscape Partners - 12/8/25

AWS Trainium3, Amazon’s Nova stack, and an AI safety scorecard turn up the heat on the big labs

Ted Wagner
Ted Wagner
Weekly NewsletterWeekly Newsletter
The AI Rundown by Lightscape Partners - 12/1/25

The AI Rundown by Lightscape Partners - 12/1/25

Lenovo hoards DDR5 for the AI crunch, Gemini 3 Pro pressures ChatGPT, and Harmonic bets $120M on mathematical superintelligence

Ted Wagner
Ted Wagner