Chamath Palihapitiya takes the CEO seat at AI coding startup 8090 Labs — and it's the sharpest signal in venture capital this week. Plus: corporate VCs reshape round leadership, Reed Semiconductor's $100M power infrastructure raise, and Europe's biggest infrastructure week of the year.
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Chamath Palihapitiya just took a CEO job. That's the sharpest signal in venture capital this week, and everything else in today's briefing connects back to it.
The Salesforce Ventures lead matters beyond the headline number. Salesforce isn't a financial VC.
Reed Semiconductor raised one hundred million dollars, an oversubscribed round, for power delivery infrastructure targeting AI data centers. That's the other clear story this week.
Europe tracked over seventy-five funding rounds this past week totaling two-point-one billion euros. The top sectors were fintech at five hundred and three million, security at five hundred million, and semiconductors at three hundred and fifty million.
Two smaller rounds are worth flagging. Pocket, a Polish AI recording hardware company, raised eleven million dollars from Accel, Y Combinator, and the co-founder of ElevenLabs.
The through-line this week is accountability. Power, security, code governance, post-quantum identity.
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