“The U.S. — and to some extent China — now has a potentially insurmountable lead in owning the world’s foundational AI models. That doesn’t mean other countries can’t develop their own robust AI ecosystems with fine-tuned technology built on top of those models. It does mean, however, that countries that do so will be increasingly dependent on a small number of American and Chinese firms. That leaves them vulnerable to shifting geopolitical winds and the risk that these companies might one day swallow their global competitors whole.

Even as global leaders and entrepreneurs outside the West scramble for some measure of self-determination by rushing to build their own “sovereign AI” ecosystems from scratch, their fate may be sealed.

“What we’re seeing [is] this kind of grandstanding bluster, like, ‘We can compete. We can build our own AI startup ecosystem,’ which doesn’t feel like it’s fully calling out the elephants in the room,” Kak said.

Just over three years on from the public release of ChatGPT, nearly every data point available about our AI era tells a startling story of geographic resource concentration.”

https://restofworld.org/2026/us-ai-investment-global-funding-gap/

#AI #USA #VentureCapital #PoliticalEconomy #BigTech

All Content from Business Insider | Legendary VC firm Sequoia just released the memo for its Apple bet in 1977 — and it shows how far the iPhone maker has come by Theron Mohamed

Sequoia Capital has shared a relic of business history that centers on Apple and Steve Jobs.Paul Chinn/The San Francisco Chronicle via Getty Images

Sequoia Capital published founder Don Valentine's memo for his Apple investment in 1977.The VC firm shared it to mark the 50th anniversary of Apple's founding on April 1, 1976."Leading company in a hot biz … $600k buys 10% — very rich deal, management questionable," it reads.A legendary venture capitalist sealed one of Silicon Valley's most iconic deals when he invested in Apple back in 1977, the year after it was founded.

Sequoia Capital celebrated Apple's 50th anniversary on Wednesday by releasing the late Don Valentine's memo about Apple for the first time — and it shows just how far the computer maker has come.

— Sequoia Capital (@sequoia) April 1, 2026 First bite of the AppleRead the original article on Business Insider

Read more: https://www.businessinsider.com/vc-firm-sequoia-apple-memo-jobs-buffett-computing-investing-stocks-2026-4

#apple #sequoiacapital #stevejobs #venturecapital #sequoiacapital #stevejobs #siliconvalley

Secondary markets show a stark reversal in AI investor sentiment. $600 million in OpenAI shares from six institutional investors can't find buyers, even at 10% discounts from the recent $850B valuation. Meanwhile, $2 billion in capital waits for Anthropic opportunities, with bids at $600B - a 50% premium to its last round.

#AI #VentureCapital #SecondaryMarkets

https://www.implicator.ai/openai-shares-cant-find-buyers-as-2-billion-floods-into-anthropic-instead/

California Suspends Enforcement of Law Requiring VCs to Report Diversity Data

https://fed.brid.gy/r/https://www.wired.com/story/california-temporarily-lets-vcs-off-the-hook-for-dei-reporting/

OpenAI offers 17.5% on venture deal! How can it do that?

https://fed.brid.gy/r/https://pivot-to-ai.com/2026/03/30/openai-offers-17-5-on-venture-deal-how-can-it-do-that/

https://winbuzzer.com/2026/03/31/softbank-secures-40b-bridge-loan-openai-investment-xcxwbn/

SoftBank Secures $40B Loan to Fund OpenAI Stake

#AI #SoftBank #OpenAI #ChatGPT #VentureCapital #MasayoshiSon #ProjectStargate

European women considering a move into venture capital or looking to grow career in that field - this free education programme is for you:
https://supernovas.eitcommunity.eu/advance-your-career-in-vc-join-the-supernovas-vc-academy/

#VentureCapital #WomenInVC #Innovation #Startups #CareerGrowth #DiversityInTech

The AI bubble and the global polycrisis

https://fed.brid.gy/r/https://pivot-to-ai.com/2026/03/27/the-ai-bubble-and-the-global-polycrisis/

The AI bubble and the global polycrisis
[Full text: https://pivot-to-ai.com/2026/03/27/the-ai-bubble-and-the-global-polycrisis/]

The AI bubble is a symptom of our wider economic problems. It’s the last thing masking the bigger systemic issues — so they don’t show up in the macro numbers. Just on the ground. But the US bombed Iran, and Iran shut the supply lines for the world. Whoops. Matteo Wong and Charlie Warzel at […]

#AIisGoingGreat #Government #Markets #Venturecapital #Iran