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☕ XOXO, VC Tea — OpenAI’s $20B reset, Nvidia’s possible Nscale guarantee & the data-center backlash
November 1, 2026
☕ XOXO, VC Tea 👑 November 1, 2026 | Sand Hill Road's Daily Digest Hey Upper East Siders, it’s Sunday—and the AI party has reached the part of the evening...
☕ XOXO, VC Tea — Kalshi’s $40B mark, a reported $375M defense deal & the LPs’ yellow light
October 31, 2026
☕ XOXO, VC Tea 👑 October 31, 2026 | Sand Hill Road's Daily Digest Hey Upper East Siders, the Halloween costumes are cute, but the cap tables are scarier:...
☕ XOXO, VC Tea — Instacart’s $17B match, ADT’s $15.3B makeover & a $1.25B AI fund
October 30, 2026
☕ XOXO, VC Tea 👑 October 30, 2026 | Sand Hill Road's Daily Digest Hey Upper East Siders—and Sand Hill Road darlings: Thursday’s whispers turned into Friday’s...
☕ XOXO, VC Tea — Upwind’s $3.8B leap, a $600M drug fund & Cognition’s $70–80B feeler
October 29, 2026
☕ XOXO, VC Tea 👑 October 29, 2026 | Sand Hill Road's Daily Digest Hey Upper East Siders and Sand Hill sophisticates: today’s cast is split between autonomous...
☕ XOXO, VC Tea — $10B for Disruptive, Meta’s $4B chip checks & Polymarket’s CFTC encore
October 28, 2026
☕ XOXO, VC Tea 👑 October 28, 2026 | Sand Hill Road's Daily Digest Hey Upper East Siders (and Sand Hill Road dwellers): the capital parade has gone global,...
☕ XOXO, VC Tea — Anthropic’s S-1, Bedrock’s $600M & the GPU-efficiency arms race
October 27, 2026
☕ XOXO, VC Tea 👑 October 27, 2026 | Sand Hill Road's Daily Digest Hey, Upper East Siders—today’s most revealing party favor is a public S-1. Anthropic has...
☕ XOXO, VC Tea — Meta’s $95B AI tab, Z_One’s €35M & the data-consent question
October 26, 2026
☕ XOXO, VC Tea 👑 October 26, 2026 | Sand Hill Road's Daily Digest Hey Upper East Siders—and Sand Hill Road’s favorite spectators. Today the AI tab comes with...
☕ XOXO, VC Tea — Pigment’s $250M, Instacart’s exit whispers & the AI moat test
October 25, 2026
☕ XOXO, VC Tea 👑 October 25, 2026 | Sand Hill Road's Daily Digest Hey Upper East Siders—and Sand Hill Road’s weekend lurkers. This week, the money backed...
☕ XOXO, VC Tea — Daytona’s $1B Cloud & AI’s Internet Curfew
October 24, 2026
☕ XOXO, VC Tea 👑 October 24, 2026 | Sand Hill Road's Daily Digest Hey Upper East Siders—and everyone who thought an AI agent only needed a laptop—Gossip Girl...
☕ XOXO, VC Tea — Warhound’s $1.2B valuation, Seaya’s €600M & OpenAI’s $1.25T reroute
October 23, 2026
☕ XOXO, VC Tea 👑 October 23, 2026 | Sand Hill Road's Daily Digest Hey Upper East Siders (and Sand Hill Road’s deal rooms): the dogs have a $1.2B company...
☕ XOXO, VC Tea — A $1B AI Lab, Legal AI’s $8.8B Crown & the Exit Math
October 22, 2026
☕ XOXO, VC Tea 👑 October 22, 2026 | Sand Hill Road's Daily Digest Hey Upper East Siders and Sand Hill Road regulars: this morning’s seating chart has a $1...
☕ XOXO, VC Tea — Arda’s $160M, Inspired’s $450M & the bot that missed its pizza
October 21, 2026
☕ XOXO, VC Tea 👑 October 21, 2026 | Sand Hill Road's Daily Digest Hey Upper East Siders—this Wednesday’s guest list includes a $1.5B manufacturing-AI debut,...
☕ XOXO, VC Tea — Otter’s $320M, Blackwall’s $2.2B & the AI Trust Tax
October 20, 2026
☕ XOXO, VC Tea 👑 October 20, 2026 | Sand Hill Road's Daily Digest Hey Upper East Siders and Sand Hill Road lurkers: today’s money is anything but...
☕ XOXO, VC Tea — $50M for Even, €120M for Nouscom & Anthropic’s 5% Pledge
October 19, 2026
☕ XOXO, VC Tea 👑 October 19, 2026 | Sand Hill Road's Daily Digest Hey Upper East Siders. The venture set is playing both sides of the velvet rope: capital is...
☕ XOXO, VC Tea — Skeleton’s Unicorn Leap, Decagon’s M&A Whispers & DeepSeek’s $0.75 API
October 18, 2026
☕ XOXO, VC Tea 👑 October 18, 2026 | Sand Hill Road's Daily Digest Hey Upper East Siders and Sand Hill Road regulars—Gossip Girl here, reporting from a Sunday...
☕ XOXO, VC Tea — Icon’s $200M, Nauta’s €60M First Close & Robotics’ ‘Lego Era’
October 17, 2026
☕ XOXO, VC Tea 👑 October 17, 2026 | Sand Hill Road's Daily Digest Hey Upper East Siders (and Sand Hill Road): the checks are going into construction, RNA,...
☕ XOXO, VC Tea — $1.85B for Ramp, OrbiMed’s $3B and AI’s Debt Test
October 16, 2026
☕ XOXO, VC Tea 👑 Friday, October 16, 2026 | Sand Hill Road's Daily Digest Hey, Upper East Siders—and Sand Hill Road’s eavesdroppers—today’s checks are...
☕ XOXO, VC Tea — Anthropic’s $16.8B Q3, Modal’s $750M & Chariot’s Legal Heat
October 15, 2026
☕ XOXO, VC Tea 👑 October 15, 2026 | Sand Hill Road's Daily Digest Hey Upper East Siders—and Sand Hill Road’s most relentless spreadsheet refreshers. It’s...
☕ XOXO, VC Tea — $25M for Scimplify, Pear’s $333M Fund & Bumble’s $1.3B Take-Private
October 14, 2026
☕ XOXO, VC Tea 👑 October 14, 2026 | Sand Hill Road's Daily Digest Hey Upper East Siders—and Sand Hill lurkers. Today’s tea is less chatbot cosplay, more...
☕ XOXO, VC Tea — €725M for Sprints, $90M for Suki & Character.AI’s Chapter 11
October 13, 2026
☕ XOXO, VC Tea 👑 Tuesday, October 13, 2026 | Sand Hill Road's Daily Digest Hey Upper East Siders and Sand Hill Road society: this morning’s seating chart has...
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