Geeks Of The Valley Newsletter

Enterprise AI Infrastructure Matures with Real-Time Capabilities

Scaling Human-Centric Brands Through Private Equity with Monogram Capital’s Jared Stein

PayPay’s US IPO as a Strategic Bellwether

The Interface IPO: Why Figma’s Public Debut Is About More Than Just Design Tools

The Modular Future: How OpenAI Agents Signal a New Unbundling of Software Workflows

The Unbundled Deal: How Windsurf Is Rewriting the M&A Playbook

Twitch Experiments with Vertical Video to Compete in the Mobile-First Attention Economy

OpenAI–Windsurf Deal Canceled; Key Team Joins Google DeepMind, Cognition Steps In

CoreWeave - Core Scientific: Strategic Masterstroke or Operational Overreach

From Design Tool to Platform: The Strategic Stakes of Figma’s IPO

VCs Go PE: The Promise and Perils of Venture-Backed Roll-Up Strategies

How The Middle East’s Startup Scene and Gulf SWFs Are Reshaping Venture Capital