Search Intelligence

“Private markets are assigning public-giant valuations to single-product agent startups before enterprise retention metrics even stabilize.”

“AI coding assistants are generating massive ARR, but a $48 billion valuation indicates private market investors are pricing in a permanent software monopoly that hasn't actually been secured.”

“VCs missed out on Cursor's massive SpaceX exit, so they're panic-buying the next best thing at a premium multiple just to stay in the game.”