Renana Ashkenazi is a Managing Partner at Grove Ventures, where she leads early-stage investments in deep technology, vertical AI, and next-generation infrastructure. Before venture capital, she spent over 15 years in engineering and product leadership at Applied Materials and
Claude Makes Five AI Labs Publishing Private Chats To Google
Shared Claude conversations reached Google despite two crawler controls. Labs audit what their models say. Almost nobody audits what their products publish.
FIFA's New Tech Worked Perfectly And Fans Hated It Anyway
FIFA built the most heavily instrumented World Cup ever. The tech kept getting the calls right, and FIFA kept needing humans to back it up anyway
Why Sequoia And A16z Paid $40 Million For A Plumbing Dispatch Seat
One startup pays cleaners to film your kitchen while another gets paid to run plumbing dispatch. Both are chasing the data the physical world never uploaded.
More Than Half Of Web Traffic Is Bots. Ads Can't Survive It
AI agents execute, buy and leave without seeing a single ad. The web's 30-year revenue model is cracking — and Visa, Mastercard and Cloudflare are already at the toll
Hark's $6 Billion Valuation With No Product Actually Makes Sense
When building is cheap, capital becomes the moat. Inside the new logic of billion-dollar valuations before the first product ships.
Anduril’s $61 Billion Valuation Is A Bet On Pentagon Speed
Anduril's valuation looks extreme next to incumbent defense primes. But investors are pricing in a Pentagon procurement model moving at venture speed.
Musk V. Altman Trial Tests What Compute Economics Already Decided
Musk's lawyers call it Shakespearean betrayal. The cap tables of every other frontier AI lab call it arithmetic — and the math was done years ago.
Meta Is Turning Its Workforce Into An AI Training Moat
Microsoft and Salesforce can't harvest their enterprise customers' workflows without torching the trust that keeps them hired. Meta doesn't have that problem.
TSMC's Record Quarter Proves AI Is Still An Industrial Story
TSMC's CEO said 'no shortcuts' four times when analysts pushed on competition. Supply stays tight through 2027 - the AI boom has a physical ceiling running through Taiwan
Meta Is Automating Mark Zuckerberg Amid A $135 Billion AI Bet
The AI version of Meta's CEO is the first serious test of whether executive presence can be automated — and Meta rarely keeps its experiments to itself