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The Essential

AI is Driving the Venture Capital Market — But Not Fixing It

OpenAI and Anthropic may soak up so much of the available capital that a broader recovery of VC may not happen until 2027.

Barings Finds a New Partner — and More Capital to Play With

Japanese insurer Mitsui’s stake gives Barings both assets to manage and capital to fuel its next phase of growth.

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Fireside Chat- Emerging Markets Reimagined: Quality, Diversity, and New Opportunities

Your CapEx Is My Opportunity: The Benchmark Arbitrage of the AI Buildout

Investors need to stop viewing AI only through the lens of applications and start viewing it through the lens of constraints, says Jordi Visser.

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