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Research and market commentary from the Acquinox investment team on the companies and capital flows shaping the AI supercycle.
Latest insights
IntelligenceAn investor analysis of the open-weight AI debate, Anthropic’s safety position, US-China competition, regulation, and implications across the AI value chain.
IntelligenceThe frontier AI quality gap has narrowed to 2.7%. As China industrialises the cost curve and the US weaponises access, who captures value when models commoditise?
Compute & EnergyAnalysis of Crusoe's $10B valuation, AI infrastructure pivot, and key metrics and investment considerations for 2026.
IntelligenceThe AI information gap keeps 90% of enterprise data out of reach. Explore infrastructure opportunities bridging what AI reads and what it must see.
OtherSpaceX's $60bn Cursor option reveals a new M&A strategy among $100bn+ private companies. Analysis of pre-IPO consolidation and valuation scaffolding.
OtherWhere will hundreds of billions of dollars flow after SpaceX, OpenAI & Anthropic IPOs? Who holds stakes, how lock-ups work, where capital goes next.
IntelligenceInvestor analysis of OpenAI's acquisition strategy, $4bn Deployment Company launch, and AI consolidation trends for pre-IPO investors.
Sovereign DemandWhich space companies IPO next after SpaceX? Analysis of Axiom, Stoke, Sierra Space and more.
IntelligenceMistral AI's $830M debt financing impact on European AI infrastructure, examining valuation, revenue, and the technological sovereignty strategy.
EmbodimentA private market investor’s guide to Neuralink. Series E priced at $9.6B. Secondary market implies $40B. What the gap is telling investors from valuation, clinical trial results, competitive landscape, and risks for sophisticated allocators.
IntelligenceThe AI coding agent market showcases a fundamental reordering of how software gets built, who builds it, and where value concentrates in the technology stack.
OtherAI Companies at the Crossroads: The Acquisition vs IPO Decision
IntelligenceAI is transforming consulting and software development at different speeds. Analysis of productivity gains, job displacement, and disruption.
EmbodimentWaymo raised $16 billion at a $126 billion valuation in February 2026, reportedly the largest investment ever in an autonomous vehicle company.
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