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17 stories

Stories

  • State of AI Q3’26

    AI funding plummeted in Q3 to $103.3B, down 33% from Q2’s near-record $153.1B, which was driven largely by Anthropic’s three mega-rounds (totaling $65B).

    CB Insights AI1 min read

  • State of Venture Q3’26

    Venture funding is reaching new highs even as deal activity continues to shrink. Through Q3’26, funding is on pace to shatter the 2021 annual record. Mega-rounds drove the funding, especially in AI.

    CB Insights AI1 min read

  • Who’s on both sides? The investors backing rival coding agents

    The Factory-Cognition fight is also an investor fight. Factory says it fired a board adviser for sharing information with Cognition. He says he resigned, denies sharing anything, and has since joined Cognition as chief revenue officer. Then the backers weighed … The post Who’s on both sides?

    CB Insights AI3 min read

  • These startups are building the security layer for AI agents

    This month, the pressure to secure enterprise AI agents has dialed up. A few notable moves from the last few weeks: Companies are setting limits. JPMorgan is restricting Claude’s system access, while Okta expanded its controls for governing AI agents.

    CB Insights AI4 min read

  • Nvidia acquires Hugging Face and the SpaceX mafia

    Below, we break down some of tech’s biggest stories, with analyst perspective on the moves that matter the most. Here’s what we’re watching this week: NVIDIA acquires Hugging Face SpaceX mafia grows Galgo revenue insights This brief is adapted from … The post Nvidia acquires Hugging Face and the…

    CB Insights AI4 min read

  • Groq’s $350M mega-round and ITC Vegas 2026

    Below, we break down some of tech’s biggest stories, with analyst perspective on the moves that matter the most. Here’s what we’re watching this week: ITC Vegas 2026 Virtue AI gets acquired by Fortinet Groq raises $350M This brief is … The post Groq’s $350M mega-round and ITC Vegas 2026 appeared…

    CB Insights AI3 min read

  • Insurtech’s Q2 funding rise and the mega-rounds driving it

    Below, we break down some of tech’s biggest stories, with analyst perspective on the moves that matter the most. Here’s what we’re watching this week: Q2’26 insurtech funding Another autonomous driving milestone Y Combinator’s call for startups This brief is … The post Insurtech’s Q2 funding rise…

    CB Insights AI3 min read

  • State of AI Q2’26

    AI funding stayed near record levels in Q2, but the biggest rounds continued to shape the market. Anthropic alone accounted for three of the quarter’s five largest financings, even as AI recorded its strongest quarter for new unicorn creation since … The post State of AI Q2’26 appeared first on CB…

    CB Insights AI1 min read

  • SpaceX’s $60B Cursor deal and 3 coding AI startups worth watching

    Below, we break down some of tech’s biggest stories, with perspectives from our analysts on the moves that matter the most: SpaceX gets serious about coding AI Meta invests $900M in Cred Y Combinator’s energy infrastructure bet This brief is … The post SpaceX’s $60B Cursor deal and 3 coding AI…

    CB Insights AI3 min read

  • Book of Scouting Reports: Manufacturing robotics

    We identified 80 companies across 14 manufacturing robotics categories that are shaping the future of the factory. Now, our Book of Scouting Reports offers in-depth analysis on companies spanning these markets, from humanoid robots to equipment operation & control AI … The post Book of Scouting…

    CB Insights AI1 min read

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