AI Companies and Going PublicAnthropic and OpenAI may soon go public. Why an IPO tests an AI company’s business, not just its technology, and what investors should weigh beyond the hype.Gabe SoslandOctober 24, 2026
Private Equity’s Growing PowerU.S. private equity firms invested about $545 billion in early 2026 across fewer deals. Why the money is pooling at the biggest firms, and why selling companies has gotten harder.Ben MillerOctober 24, 2026
Smart Money in Health Tech: What to Invest In and What to Avoid in Medical AIAI note-takers, drug discovery and hospital data systems look like smart bets in medical AI. Unapproved diagnostic tools and consumer health apps look like money traps.Josh GoldmanOctober 24, 2026
The Rise of Private Credit: How a Shadow Lending Market Became Essential to the Global EconomyPrivate credit is non-bank lending that has become a key funding source for businesses.Asher WassermanApril 13, 2026
The AI BubbleMost companies report that AI has done nothing measurable for their productivity. That contradiction is the story of our moment.Gabe RosenbluthMarch 16, 2026
Software Industry OutlookDespite these strong growth drivers, the software sector has faced serious challenges. The main fear driving the selloff is that AI disrupts the traditional pricing model.Ariel RubinMarch 8, 2026
