What VCs Expect from AI in 2026
AI HR30 Dec 2025

What VCs Expect from AI in 2026

VCs expect 2026 AI breakthroughs in video understanding powering immersive metaverses. Synthetic biology merges with AI for materials revolution. Investment thesis evolves toward profitable AI SaaS at enterprise scale.


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Arena AI hits $100M run-rate in 8 Months

Arena AI hits $100M run-rate in 8 Months

In this episode, we cover Arena AI reaching a $100 million revenue run-rate in just eight months and why that milestone signals intense demand for industrial AI tools. We also look at how rapid enterp...

29 Juni 14min

OpenAI ships GPT-5.6 in three tiers, undercuts Claude on price

OpenAI ships GPT-5.6 in three tiers, undercuts Claude on price

In this episode, we cover OpenAI shipping GPT-5.6 in three tiers—Sol, Terra, and Luna—with pricing that starts at $5/$30, $2.50/$15, and $1/$6 per million tokens. We also look at how that undercuts Cl...

26 Juni 11min

Anthropic Accuses Alibaba of Distillation Attack on Claude

Anthropic Accuses Alibaba of Distillation Attack on Claude

In this episode, we cover Anthropic’s allegation that Alibaba-linked operators used nearly 25,000 fake accounts and 28.8 million Claude interactions in what it calls its largest known distillation att...

25 Juni 14min

Anthropic ships Claude Tag, OpenAI Unveils It's Own Chip

Anthropic ships Claude Tag, OpenAI Unveils It's Own Chip

In this episode, we cover Anthropic’s launch of Claude Tag and what it could mean for how users organize and interact with AI workflows. We also look at OpenAI unveiling its own AI chip strategy as ma...

24 Juni 10min

SpaceX Signs $6.3B Reflection AI Deal, Nvidia Eliminate Data Center Water

SpaceX Signs $6.3B Reflection AI Deal, Nvidia Eliminate Data Center Water

In this episode, we cover SpaceX’s reported $6.3 billion compute deal with Reflection AI and why access to Nvidia GB300 chips could matter for open-source AI competition. We also look at how new data ...

23 Juni 19min

Midjourney's Body Scanning Hardware Transition

Midjourney's Body Scanning Hardware Transition

In this episode, we discuss Midjourney's surprising pivot to hardware with their full-body ultrasound scanner, a game-changer in preventative healthcare. Additionally, we explore Anthropic's federal b...

19 Juni 13min

Boosting HR Efforts with MCPs

Boosting HR Efforts with MCPs

In this episode, we explore the functionalities of MCPs and how they enhance the capabilities of AI tools like Claude and ChatGPT. We also discuss the differences between MCPs and APIs, share practica...

18 Juni 16min

State Farm’s 40% Commission Trim Explained

State Farm’s 40% Commission Trim Explained

In this episode, we discuss State Farm's controversial decision to reduce commissions for its sales agents due to advancements in AI technology. Additionally, we explore Allbirds' unexpected name chan...

17 Juni 17min

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