本报讯(记者袁传玺)天眼查App显示，近日，常熟市常创人工智能创业投资合伙企业(有限合伙)成立， 执行事务合伙人为常熟市国发创业投资有限公司，出资额3亿元，经营范围为股权投资、创业投资。合 伙人信息显示，该企业由苏州人才壹号创业投资合伙企业(有限合伙)、常熟市吴越产业投资集团有限公 司、常熟开赢投资控股有限公司、苏辛(常熟)科技产业发展有限公司等共同出资。 ...

天眼查App显示，近日，山东长永创业投资基金合伙企业（有限合伙）成立，执行事务合伙人为山东科创投资有限公司，出资额15亿人民币，经营范围为以 私募基金从事股权投资、投资管理、资产管理等活动，以自有资金从事投资活动，创业投资。合伙人信息显示，该基金由山东经达科技产业发展有限公司、 山东科创投资有限公司共同出资。 ...

General Atlantic, known for its early bets on companies like Facebook and Uber, is expanding its London office footprint https://t.co/REAkBhhlpx ...

人民财讯9月18日电，企查查APP显示，近日，常熟市常创人工智能创业投资合伙企业(有限合伙)成立， 出资额3亿元，经营范围包含股权投资；创业投资(限投资未上市企业)。企查查股权穿透显示，该企业 由苏州人才壹号创业投资合伙企业(有限合伙)等共同出资。 ...

Core Insights - Insight Partners has completed notifying individuals, including limited partners, whose personal information was stolen in a January data breach described as a "social engineering attack" [1] - The stolen data included information about Insight Partners' funds, management companies, portfolio companies, banking and tax information, as well as personal information of current and former employees and limited partners [2] - The company has not disclosed the number of individuals affected, whether an extortion demand was made, or if any payment was made to the hackers [3] Company Overview - Insight Partners manages over $90 billion in assets and has invested in major cybersecurity companies such as Databricks and Wiz [4] - The firm is among several venture capital firms that have experienced hacking incidents in recent years, including Advanced Technology Ventures and Sequoia Partners [5]

By Steven Scheer JERUSALEM (Reuters) -Glilot Capital, one of Israel's largest venture capital funds, said on Wednesday it had raised $500 million for two new early-stage funds to invest in fast-growing Israeli AI and cybersecurity startups. Glilot said the money was raised mainly from international investors, including pension funds and other financial institutions in the U.S. and Europe, suggesting little adverse impact from the widespread criticism of Israel over its actions in Gaza. The cash will go ...

Core Insights - The fifth annual Palm Beach CorpGov Forum will take place on November 5-6, 2025, at the Palm Beach Lake Pavilion, featuring panels and networking events [1][2] - The event is expected to attract around 300 attendees, including institutional investors, board directors, family offices, attorneys, investment bankers, and key advisors [2] - The forum will cover various topics including Private Equity, IPO Execution, Shareholder Activism, and Industry Panels on Cybersecurity, Real Estate, Blockchain, AI, and Sports [5][6] Event Details - The forum will run from 1 PM to 5 PM each day, followed by networking receptions from 5 PM to 7:30 PM [1] - The event will be digitized into a report and published by CorpGov and its content partners, including Yahoo Finance and Bloomberg [2] Speakers - Keynote speaker will be Josh Frank, Partner and Co-Investment Officer at Trian Fund Management, along with other notable speakers from various sectors [6]

Market Overview & Investment Climate - The AI space has seen massive investment, potentially reaching $1 trillion [1] - The AI sector, particularly around certain companies, may be experiencing a bubble, potentially the largest in private tech investing [2] - A significant shakeout is anticipated, potentially incinerating tens or hundreds of billions of dollars when the bubble bursts [4] - The current environment is beneficial for consumers due to deflationary AI products, but this is unsustainable long-term [8][9] - Early-stage investments, especially now as the cycle begins to rise, present a fantastic opportunity [42] Geopolitical Considerations - Geopolitical tensions, particularly between the US and China, significantly impact tech investments [12][18] - Tick Tock serves as a bellwether example for companies straddling the US and China, setting a precedent for future cases [18] - Investing in China is challenging for American investors due to geopolitical realities [10][11] Company Specific Analysis - OpenAI's cost estimate revisions upwards by 250% over the next four and a half years raise concerns about its valuation [2][12] - Palantir has capitalized on the AI trend, but its valuation and business model are subject to scrutiny [31][34] Regional Investment Strategies - Southeast Asia requires more liquidity events (IPOs, acquisitions) to attract greater LP capital and investor confidence [43][44] - Hong Kong remains an exciting place for young entrepreneurs, while Singapore is a better launching point for Southeast Asia-focused ventures [27][28] - Investing in companies providing "picks and shovels" (infrastructure, enabling technologies) for AI companies may be a better entry point than pure-play AI investments [22][23] Valuation & Market Cycle - Investing in AI companies at inflated valuations, such as $500 billion for OpenAI, is questionable [29] - The current market cycle, emerging from the 2019-2021 peak, presents a favorable time for early-stage tech investments [40][41] Regulatory & Reporting - Reducing the frequency of earnings reports from quarterly to semi-annually could alleviate the "hamster wheel" effect of managing to short-term expectations [48][50]

Core Insights - The article emphasizes the importance of recognizing extraordinary entrepreneurs and the unique potential of startups in leveraging disruptive technologies like AI [5][9][27] - It discusses the evolutionary dynamics of Silicon Valley's ecosystem compared to China's more distributed innovation landscape, highlighting the competitive advantages of both [6][14] - The article posits that the next wave of trillion-dollar companies is likely to emerge from Silicon Valley due to its adaptive ecosystem and historical accumulation of knowledge [6][12][30] Group 1: Evolutionary Dynamics - The application of Darwinism in the context of Silicon Valley illustrates how natural selection, planned and unplanned variations, and inheritance drive innovation [9][11] - Silicon Valley's history of rapid adaptation and competition fosters a unique environment where startups can thrive and evolve [12][16] - The article suggests that the current AI wave represents a critical phase of radical variation, with significant changes expected every six months between 2025 and 2030 [9][27] Group 2: Investment Philosophy - The investment philosophy of focusing on "people" rather than just ideas is central to the success of venture capital firms like Benchmark [7][39] - The article highlights the importance of building long-term relationships with entrepreneurs, emphasizing that true value comes from deep, supportive partnerships over time [39][41] - It argues that early-stage investments allow for greater flexibility and adaptability, enabling startups to pivot and innovate effectively [50][51] Group 3: Competitive Landscape - The competitive landscape in China is characterized by multiple teams pursuing different strategies within the same company, which fosters innovation and pressure [15][16] - The article notes that while established companies have dominated the market in recent years, the emergence of new business models, particularly in AI, could lead to the rise of several new trillion-dollar companies [26][30] - The potential for creative destruction in the tech industry suggests that even successful companies will eventually be surpassed by new entrants [20][30]

Group 1 - Helius Medical Technologies has raised $500 million through a private placement in public equity (PIPE) to create a Solana treasury, indicating a shift among Nasdaq-traded companies towards accumulating SOL [1][2] - The PIPE offering was led by venture capital firms Pantera Capital and Summer Capital, with participation from several other notable investors, and is expected to close soon [2] - The announcement follows a trend of companies establishing Solana treasuries to capitalize on the rising digital asset markets, contributing to a rally in crypto prices, with Solana recently trading at $233, up nearly 60% over the past three months [3] Group 2 - Helius shares experienced a significant increase, closing at $18.27, which is a 141% rise in trading, recovering some losses from the past year [4] - The PIPE was described as "oversubscribed," with participants purchasing common stock at $6.81 and stapled warrants with an exercise price of $10.13, which can be exercised for three years [5] - The CEO of Helius humorously clarified on social media that his company is not involved in the treasury, highlighting the confusion surrounding the announcement [6][7]