The Rundown
Matt Cohen and John Ruffolo make sense of the stories moving technology, venture, and Canadian business.
The Rundown 8/24/26: Canada’s Hidden Leverage in America’s AI Race
The Rundown 8/13/26: AI’s Infrastructure Problem Is Bigger Than We Think
The Rundown 7/20/26: TouchBistro’s Collapse, Meta’s $13B AI Bet, and Canada’s Defence Boom
The Rundown 6/23/26: The AI Hype Machine, Canada’s Capital Gap, and the Return of Hard Tech
The Rundown 6/4/22: Alphabet’s $80B AI Bet, Anthropic’s IPO Push, and the New AI Capital War
The Rundown 5/25/26: SPACs Are Back: Xanadu, UniUni, and Canada’s Capital Gap
The Rundown 4/28/26: Canada’s $25B Sovereign Wealth Fund: Genius Move or Political Slush Fund?
The Rundown 4/15/26: Canada’s AI Crackdown, the Exit Tax Backlash, Cohere’s Germany Deal, and Hootsuite’s Reset
The Rundown 3/30/26: Ontario’s $4B AI Fund, SpaceX’s IPO, and Why Claude Is Winning Enterprise
The Rundown 3/13/26: Canada’s Defence Tech Push, Constellation’s AI Test, and the Private Credit Mess
The Rundown 3/3/26: Upfront Summit Recap, AI Layoffs, Private Credit, and the AI Safety Debate
The Rundown 2/23/26: Canada’s Defence Industrial Strategy, LLMs in SaaS, and the Shift in Tech Investments
The Rundown 2/6/26: Canada’s AI Strategy Goes LLM-Powered, YC’s Canada U-Turn, SpaceX–xAI Shock Deal
The Rundown 1/29/26: Garry Tan's Controversial Move: Y Combinator's New Rules for Canadian Companies
The Rundown 1/23/25: Truth Bombs at Davos, Chaos in Markets, Big IPOs Ahead
The Rundown 1/15/26: Kepler’s Space Lasers, RBCx Fundraising Lows, and the New Fight for Tech Sovereignty