
Product moats have a shelf life measured in quarters. Technology moats decay in weeks. Data moats aren't real if the data doesn't compound. What survives in an AI-native market is the one thing money and models can't parallelise - the distribution you spent years earning. Here's what US investors are actually underwriting now, and why the European founder gap on this is bigger than most people realise.
Jul 15, 2026
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7 min read

Scaling
+1

The market’s tightening, and a correction isn’t a matter of if — it’s when. Founders now face a harsh reality: raise before the window closes or be forced to fight for scraps later. Those with real traction will thrive; those selling stories will finally get exposed.
Nov 5, 2025
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11 min read

Trends
+1

Startups are taking much longer to reach Series A and C, with US averages now at 2.5 years and European timelines also stretching, while graduation rates have dropped sharply. This shift is driven by macro headwinds, tighter investor scrutiny, and the rise of bridge rounds, forcing founders to operate leaner for longer. The winners will be those who adjust early, secure more runway, and hit investor-ready milestones before chasing the next big round.
Aug 13, 2025
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17 min read

Trends
+1

European defense budgets are exploding, and VCs are suddenly pouring money into defense and dual-use tech—AI, cyber, space, energy, and more. Our Open Mic Pitching: Defense Edition and updated database of 260+ investors actively writing checks are your chance to get in front of the people funding this wave.
Aug 2, 2025
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6 min read

Trends
+1
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