Signals Served #006 — The Great Repricing
Signals Served #006 — The Great Repricing. Software now trades below the S&P for the first time; AI-native velocity resets the bar. 12 signals for founders.
This article discusses the significant decline in software stock valuations, highlighting that for the first time, software trades at a discount compared to the S&P 500. It reflects on the changing landscape of SaaS valuations and the implications for investors.
How top AI-native companies like Clay, Gamma, and HeyGen are rewriting the rules of scale and growing from $1 million to $10 million ARR in less than 12 months.
BDO has eliminated 31 partner positions as the professional services sector faces a downturn following a hiring spree during the pandemic. This decision reflects the increasing pressures from AI advancements and declining profits in the industry.
Modus, an AI-native audit technology platform & holding company, today announced that it has raised $85 million in Seed & Series A funding, led by Lightspeed. This funding aims to enhance its capabilities in building an innovative accounting firm powered by artificial intelligence.
Amazon.com Inc. is considering selling its chips to other companies, Chief Executive Officer Andy Jassy said Thursday, adding that the cloud-computing giant’s in-house silicon unit is on pace to bring in more than $20 billion over the course of a year.
This page discusses SpaceX's reported $5 billion loss in 2025 as it prepares for its upcoming IPO. Additionally, it covers news about Anthropic's exploration into building its own AI chips.
A new user behavior study showing how AI Mode users accept shortlists built by the LLM, while classic Google search users build them themselves.
U.S. and Canadian companies secured a staggering $252.6 billion in seed- through growth-stage funding rounds in the first quarter of 2026 per Crunchbase data. That’s more than 3x the total raised in the prior quarter, and the largest quarterly total of all time.
For LLM of equivalent performance, the inference cost is decreasing by 10x every year. What cost $60/million tokens in 2021 costs $.06/million tokens today.
This page discusses a comprehensive report revealing significant gaps in the AI industry, particularly concerning the impact on customer support jobs. It also explores the advantages of venture capitalists in selecting promising startups and categories early on.
Meta's additional spending commitments with CoreWeave will be deployed from 2027 to 2032. This investment aims to enhance Meta's infrastructure and capabilities in the cloud computing sector.
More than 100 companies are set to layoff workers in 2026. This page provides an updated list of these companies and insights into the reasons behind the job cuts.
The tech industry has seen nearly 80,000 layoffs in the first quarter of 2026, with almost 50% of the affected positions attributed to artificial intelligence advancements. Experts suggest that AI may be used as a scapegoat for underlying poor business decisions.