Bending Spoons is a capital allocator capitalizing on the post-ZIRP downturn by acquiring undervalued startups and reviving established brands with loyal customers. The article argues that patient capital cycle investing—buying assets at market lows and building real businesses—is superior to chasing AI hype or late-stage growth investing at cycle peaks.
Jeff Dean, who recently left Google as chief scientist, is raising funding for his AI startup Discovery Loop at a $50 billion valuation, up from a $10 billion valuation just weeks earlier. The company, founded by Dean and three other former Google researchers, aims to automate scientific discovery through parallel experimentation. Discovery Loop's rapid re-raise reflects intense VC competition for top AI talent and the substantial costs of building frontier AI labs.
Agility Robotics reported $1.8 million in 2025 revenue and a $140 million operating loss as it prepares for a $2.5 billion SPAC merger with Churchill Capital Corp. XI. The company has deployed its Digit humanoid robot at 9 customer sites and projects ambitious growth through a Robots-as-a-Service model, aiming for 25,000 units by 2035.