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Dive into a collection of past posts and rediscover timeless content.
Cyera's $600M Raise: AI's Real Value Shifts from Models to Data Security

Jun 12, 2026

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14 min read

Cyera's $600M Raise: AI's Real Value Shifts from Models to Data Security

Billion-dollar deals reveal where smart money is really flowing in AI's next wave.

Yves Mulkers
Yves Mulkers
Microsoft Blocks Anthropic's Claude Fable 5 Over 30-Day Data Retention

Jun 11, 2026

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13 min read

Microsoft Blocks Anthropic's Claude Fable 5 Over 30-Day Data Retention

Microsoft restricts Anthropic model, OpenAI enters ad market, and AI control becomes the new battleground.

Yves Mulkers
Yves Mulkers
Apollo & Blackstone's $35B AI Power Play Redefines Infrastructure Financing

Jun 10, 2026

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12 min read

Apollo & Blackstone's $35B AI Power Play Redefines Infrastructure Financing

How private credit is transforming AI's financial landscape and what it means for tech's future.

Yves Mulkers
Yves Mulkers
AMD's £2B Britain Bet: AI's Sovereign Compute Revolution

Jun 9, 2026

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12 min read

AMD's £2B Britain Bet: AI's Sovereign Compute Revolution

AMD's massive UK investment signals a critical shift in global AI infrastructure strategy.

Yves Mulkers
Yves Mulkers
UN Drops $448T Power Bomb: AI's Existential Cost Crisis

Jun 8, 2026

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13 min read

UN Drops $448T Power Bomb: AI's Existential Cost Crisis

UN report exposes AI's massive energy costs, legal risks, and industry transformation

Yves Mulkers
Yves Mulkers
Bezos vs. Alphabet: $100M Brain-AI Challenges $84B Compute Bet

Jun 7, 2026

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11 min read

Bezos vs. Alphabet: $100M Brain-AI Challenges $84B Compute Bet

Jeff Bezos bets on brain-inspired AI while Alphabet drops $84B on infrastructure

Yves Mulkers
Yves Mulkers
Ramp's $44B Valuation: How AI Infrastructure Trumps Model Wars

Jun 6, 2026

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12 min read

Ramp's $44B Valuation: How AI Infrastructure Trumps Model Wars

Ramp hits $44B, White House rewrites AI rules, and big labs eat startup playbook

Yves Mulkers
Yves Mulkers
Neo4j Buys GraphAware, Supabase Hits $10.5B: Data's Real AI Battleground

Jun 5, 2026

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12 min read

Neo4j Buys GraphAware, Supabase Hits $10.5B: Data's Real AI Battleground

The hidden AI story: infrastructure trumps models, data connections become the new gold

Yves Mulkers
Yves Mulkers
Suno's $5.4B Valuation: AI Music Disrupts $100B Record Industry

Jun 4, 2026

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13 min read

Suno's $5.4B Valuation: AI Music Disrupts $100B Record Industry

How Suno's $5.4B deal reveals AI's real battleground: training data and legal rights

Yves Mulkers
Yves Mulkers
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Ins7ghts Daily, by Yves Mulkers

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