Why it matters: Modelence's diagnosis that the fragile part of vibe coding is the glue between services, not any single service, gives readers a concrete way to judge infrastructure bets in this crowded space.
Why it matters: A month-by-month record of the startups that crossed $1B in 2025, useful for seeing which AI segments, from inference to agents, drew the largest rounds.
Why it matters: Sequoia's new funds keep the same size as its 2022 vehicles, and the piece names the early AI bets that paid off, giving a concrete read on how top firms are pricing the AI boom.
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