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A quiet but brutal reckoning is unfolding across the private equity and venture capital landscape. It isn’t a cyclical downturn; it’s a structural cleansing. In September 2025, Eisler Capital collapsed under the weight of weak performance and rising costs. Around the same time, 83North, formerly Greylock Israel, announced it would cease raising new funds after closing its eleventh and “final” vehicle. These are not isolated incidents. They are tremors signaling a tectonic shi

In the midst of the global AI frenzy, investors are flocking to soaring valuations of tech giants, chasing the allure of the next trillion-dollar breakthrough. Yet, beneath this glossy narrative lies an overlooked reality: AI's true fuel isn't algorithms or chips—it's electricity. Drawing from the latest market data and forecasts, the Big 7 tech companies' capital expenditures are surging at an unprecedented pace, but the real winners aren't AI startups. They're in the energy

Early-stage diligence can drown in dashboards. Here’s a simple lens that cuts through the noise: decompose book value and watch retained...