"The VC arguing for raising less and building software." @phineasb's full segment with @theinformation where he and @akashpasricha discuss: - Has the infra build-out peaked? - Do we now have 'good enough' intelligence? - Is @nikesharora right about the neocloud model? - Can AI software deliver predictable SaaS-like returns? - How will software factories + agent fleets change the way software gets built?

$DELL VC/COO Jeff Clarke says server modernization is fueling more $DRAM & storage demand. And it's just getting started. "That modernization continues to drive consolidation... driving demand for new servers that have more cores, more DRAM, and more storage as we consolidate an aged install base." "We still have 1.2 million assets that are 14G or older in the install base. They have to be upgraded." 1.2M legacy assets still waiting to refresh. This is not a one time catalyst. It is a multi year replacement cycle stacking on top of AI buildout demand for DRAM and NAND.

🥇Crypto VC Tier List for 2026 • S: @a16zcrypto • A: @cbventures • B: @paradigm, @ARKInvest, @galaxyhq, @sequoia, @dragonfly_xyz 📌 The ranking is based on funds’ presence in this year’s crypto funding market: access to major rounds, deal activity, and lead participation. Overall Retail ROI is used as a secondary track record metric.

Coinbase Ventures Leads Crypto VC Deal Count in H1 2026 According to CryptoRank, Coinbase Ventures was the most active crypto investor in H1 2026, participating in 30 deals. It was followed by Animoca Brands with 19 deals, a16z crypto with 18, and Tether with 15. Castrum Capital, Becker Ventures and Galaxy each recorded 10 deals.