Ed Sim's weekly digest surveys AI/infrastructure funding shifts: frontier labs face valuation cuts and slower capital flows, CoreWeave's debt yields spike, and OpenAI/Anthropic raise below targets. Founders should model multiple round sizes tied to specific milestones rather than chase inflated asks in a tightening market.
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Topics: AI (Horizontal) · AI Infrastructure · Venture Capital & Startups
Published by Ed Sim · their site ↗
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