Qualified Health, which helps health systems evaluate and adopt AI tools, raised a $125M Series B led by NEA at a valuation of between $500M and $1B (Heather Landi/Fierce Healthcare)

Qualified Health, which helps health systems evaluate and adopt AI tools, raised a $125M Series B led by NEA at a valuation of between $500M and $1B (Heather Landi/Fierce Healthcare)

Heather Landi / Fierce Healthcare:
Qualified Health, which helps health systems evaluate and adopt AI tools, raised a $125M Series B led by NEA at a valuation of between $500M and $1B  —  Qualified Health Artificial Intelligence New Enterprise Associates SignalFire  —  Qualified Health, a startup that works with health systems …



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A look at why Dotcom Bubble comparisons to the AI boom are off, vertical SaaS is up +3% last 12 months vs. horizontal SaaS down 35%, and other reflections on AI (Logan Bartlett/@loganbartlett)

A look at why Dotcom Bubble comparisons to the AI boom are off, vertical SaaS is up +3% last 12 months vs. horizontal SaaS down 35%, and other reflections on AI (Logan Bartlett/@loganbartlett)

Logan Bartlett / @loganbartlett:
A look at why Dotcom Bubble comparisons to the AI boom are off, vertical SaaS is up +3% last 12 months vs. horizontal SaaS down 35%, and other reflections on AI  —  This week I co-wrote Redpoint's 2026 Market Update for our Limited Partners with my colleagues @AdilBhatia and @lydianday.



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A profile of Mark Lanier, a TX lawyer and part-time pastor who beat Meta and Google in the LA social media case and said Zuckerberg was "rattled" on the stand (Wall Street Journal)

A profile of Mark Lanier, a TX lawyer and part-time pastor who beat Meta and Google in the LA social media case and said Zuckerberg was "rattled" on the stand (Wall Street Journal)

Wall Street Journal:
A profile of Mark Lanier, a TX lawyer and part-time pastor who beat Meta and Google in the LA social media case and said Zuckerberg was “rattled” on the stand  —  Plaintiff's attorney Mark Lanier uses props and parables to challenge social-media giants, drugmakers and manufacturers …



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Report analyzing payments of 28M US consumers shows Claude adding paid subs at a steadily increasing pace; Anthropic: paid subs have more than doubled this year (Julie Bort/TechCrunch)

Report analyzing payments of 28M US consumers shows Claude adding paid subs at a steadily increasing pace; Anthropic: paid subs have more than doubled this year (Julie Bort/TechCrunch)

Julie Bort / TechCrunch:
Report analyzing payments of 28M US consumers shows Claude adding paid subs at a steadily increasing pace; Anthropic: paid subs have more than doubled this year  —  Whatever the final outcome for Anthropic from its feud with the Department of Defense, the attention it has generated …



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US memory chip stocks lost ~$100B in market value this week, led by Micron's 15% drop, after Google Research detailed its TurboQuant compression algorithm (Financial Times)

US memory chip stocks lost ~$100B in market value this week, led by Micron's 15% drop, after Google Research detailed its TurboQuant compression algorithm (Financial Times)

Financial Times:
US memory chip stocks lost ~$100B in market value this week, led by Micron's 15% drop, after Google Research detailed its TurboQuant compression algorithm  —  New research suggests AI data centres will need much less memory than investors had bargained for  —  US memory chip stocks …



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Filing: Kalshi has secured a license allowing it to offer margin trading to users, which would make the platform more appealing to institutional investors (Bloomberg)

Filing: Kalshi has secured a license allowing it to offer margin trading to users, which would make the platform more appealing to institutional investors (Bloomberg)

Bloomberg:
Filing: Kalshi has secured a license allowing it to offer margin trading to users, which would make the platform more appealing to institutional investors  —  Kalshi Inc. has secured a license allowing it to offer margin trading to users, a feature that would make the prediction market platform …



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The FBI confirms Iran-linked Handala breached Kash Patel's personal email but says the data accessed was "historical in nature" and involves no government info (TechCrunch)

The FBI confirms Iran-linked Handala breached Kash Patel's personal email but says the data accessed was "historical in nature" and involves no government info (TechCrunch)

TechCrunch:
The FBI confirms Iran-linked Handala breached Kash Patel's personal email but says the data accessed was “historical in nature” and involves no government info  —  Lorenzo Franceschi-Bicchierai Zack Whittaker  —  A hacking group backed by the Iranian government dubbed “Handala” …



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