Daily Edition · Page 12

THE DAILY INDEX

Technology, AI, software, security, crypto and business

GENERAL

TLDR Founders

GLOBAL NEW UNICORN COUNTS IN THE FIRST HALF OF 2026 HAVE ALREADY SURPASSED 2025'S TOTALS

In the first half of 2026, 195 companies became unicorns, surpassing the entire 2025 total. Robotics and AI sectors led this surge, while notable companies like China-based DeepSeek and Seychelles-based OKX reached valuations of $50 billion and $25 billion, respectively. The US and China were dominant, with fast-follow funding rounds rapidly increasing valuations, particularly in AI and semiconductor startups.

PARALLEL VS. SERIAL

Serial processing is better for tasks that must be completed in a specific order and best performed by the CPU. Parallel processing is better for tasks that can be divided into many parts and done simultaneously and is best performed by a GPU. Many problems benefit from the fusion of both approaches, where the main problem is broken into many smaller independent problems solved in parallel. The solutions of the smaller problems can then be integrated serially to create the complete solution.

THE LEAD INVESTOR PROBLEM

A founder can fill a calendar with investor meetings and still have no round. "Interested," "keep us posted," and "we could participate" sound positive, but none means an investor will set the terms, anchor the valuation, do the deepest diligence, or give everyone else a deadline. A lead does those jobs. Keep likely leads separate from likely followers, then ask directly whether each fund would actually set the terms. Ten more meetings with followers still leave the lead column empty.

PREVENTING CHURN IN SET-AND-FORGET PRODUCTS

Backups and monitoring can be working perfectly even when nobody logs in. One company with hundreds of thousands of customers searched its first 30 days of human activity for something that predicted who would still pay 12, 18, or 24 months later. It found nothing. The integration was doing the work, so the useful signals were whether data was still moving, volume was falling, or errors were rising. A cancellation may arrive months after the product stopped working, which means the real churn date happened much earlier.

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