$31.5B 🤯 That is how much cash just moved in one week (Feb 9-13, mark it). While everyone else was arguing about which LLM writes better poetry, the smart money just poured the GDP of a small nation into heavy infrastructure.
We intercepted the signal. Here is the breakdown:
💥 The Heavy Hitter: @AnthropicAI ($30B): They just closed the second-largest VC deal in history. They now own 32% of the enterprise market. @OpenAI dropped to 25%. The quiet kid in the back of the class just bought the school.
🤖 The Worker Bee: @Apptronik ($520M): Apollo robots are pulling 10-hour shifts at Mercedes-Benz. These things are working harder than your average SDR on a Friday afternoon. Deployment is happening now, not in five years.
☢️ The Wildcard: @DeepFission ($80M): Underground nuclear reactors using oil drilling tech. It sounds like a plot to destroy the world in a Pierce Brosnan movie, but it’s actually going to power it. Most importantly, 70% cheaper than traditional nuclear.
☁️ The Rebel: @oxidecomputer ($200M): Rack-scale computers for on-premise. "Cloud Repatriation" is just a fancy way of saying "AWS bills hurt." 90% of enterprises are going hybrid. Oxide is selling the shovels.
The Intel Summary: We are seeing a hard pivot from "cool software" to "infrastructure that runs the planet." Nuclear. Space stations. Robots.
If your 2026 strategy relies on "synergy," you’re already dead.
Which of these sectors are you bullish on? (I’m betting on the robots. They don't take PTO).
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