AI and Tech News Roundup: Nvidia Earnings, SPVs, and Venture Deals

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6d ago 3:08

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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world. The secondary market for venture capital (VC) has seen significant growth, reaching $61.1 billion in the second quarter of 2025, according to PitchBook. Secondaries have become a vital part of the private markets, allowing VC firms to generate returns in a limited exit environment. Special Purpose Vehicles (SPVs) have emerged as a key tool, with their numbers growing by 545% over the last two years. Transparency is crucial in this market, especially as the complexity of investment structures increases. VC investing is becoming more about making complex financial decisions, with tools like SPVs playing a significant role. Recent venture deals include funding rounds for companies like Aurasell, Splight, Boost My School, Therna Biosciences, Nauta, and Sequifi. In the private equity space, Clearlake Capital Group acquired Dun & Bradstreet Holdings, Carousel Capital is recapitalizing Craneworks, FalconPoint Partners acquired SMS, and Maria DB acquired SkySQL. This growth and activity in both the VC and private equity sectors underline the importance of strategic financial tools and decision-making in today's investment landscape.Nvidia's earnings report is highly anticipated, with expectations of a 53% surge in revenue. Tesla is testing robotaxis in Las Vegas tunnels, with no passengers yet. OpenAI is being sued for wrongful death, as a teenager allegedly used its chatbot to plan and carry out suicide. Other tech news includes a data breach at Doge, settlement in a copyright lawsuit by Anthropic, Meta launching a super PAC, and Apple considering AI acquisitions. Okta beats earnings, Airbnb CEO Brian Chesky still acts as if dozens of employees report directly to him, MongoDB shares jump, Mark Cuban advises new grads to learn AI implementation, Verily lays off employees and shifts focus to AI.Nvidia is set to report earnings tonight, which will be closely watched as a test of the alleged AI bubble. The company's quarterly financials are seen as a litmus test for the AI boom and the stock market in general. Nvidia's earnings have become a cultural phenomenon, with analysts expecting a surge in revenue and earnings per share. However, uncertainty looms over Nvidia's China business and concerns about a potential financial bubble in AI-related stocks. The tension surrounding the earnings event has been heightened by recent jitters in the market. In other news, India faces 50% tariffs on imports into the U.S., SpaceX successfully conducted a test flight of its Starship rocket, employers regain an advantage in the job market, and Cracker Barrel shares jumped after reverting to its traditional logo. The market was mixed, with S&P 500 futures flat and various global indices showing different movements. Bitcoin rose to $110.6k. Additionally, a nonprofit group is suing the Trump administration over alleged failure to release all documents related to Jeffrey Epstein that mention President Trump. Meanwhile, a first-of-its-kind Stanford study highlights the impact of AI on entry-level workers in the U.S.

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