2026-03-28
By Vadym · Generated with AI, curated by me
The money is talking louder than the models this week. A robotics startup just doubled its valuation in four months, Meta is cutting thousands of jobs to pour $135 billion into AI infrastructure, and the protocol layer that connects agents to the world just hit a milestone that makes it impossible to ignore.
The ex-DeepMind robotics startup is in talks to raise $1 billion in a round that would value the two-year-old company at over $11 billion — nearly doubling its $5.6 billion valuation from just four months ago. Peter Thiel’s Founders Fund and Lightspeed Venture Partners are in discussions alongside existing backers Thrive Capital and Lux Capital.
Meta is restructuring aggressively around an AI-first architecture, with layoffs hitting recruiting, sales, and Reality Labs teams this week. The company has forecast $115–135 billion in capital expenditure for 2026 — nearly double last year — focused on GPUs, data centers, and model training. In an internal memo, Zuckerberg told executives that “some roles that once needed large teams can now be handled by a much smaller number of people using superintelligence tools.”
MCP — the open protocol that lets AI agents connect to external tools and data sources — hit 97 million monthly SDK downloads in March, up from roughly 2 million at launch in late 2024. The ecosystem now includes over 5,800 community and enterprise servers. The protocol was donated to the Linux Foundation’s Agentic AI Foundation in December 2025, making it vendor-neutral.
SoftBank has arranged a $40 billion bridge lending facility running through March 2027, backed by JPMorgan, Goldman Sachs, Mizuho, SMBC, and MUFG. The financing is earmarked for further investment in OpenAI and general corporate purposes. This follows SoftBank’s earlier commitment to pour $100 billion into U.S. AI infrastructure through the Stargate project.
Unity Software jumped 13.5% on Friday after announcing preliminary Q1 2026 revenue will exceed guidance, driven by Unity Vector — its AI-powered advertising platform. The company credited Vector’s machine learning capabilities for improved ad targeting and monetization performance across its game engine ecosystem.
Today’s stories have a common denominator: capital is flowing from people to infrastructure at a pace we haven’t seen before. Meta is replacing teams with silicon. SoftBank is leveraging $40 billion against a single AI company. Physical Intelligence is valued at $11 billion before shipping a product. Even MCP’s growth is an infrastructure story — the plumbing layer that makes all of this actually work. The question isn’t whether AI will restructure how companies operate. It’s whether the pace of investment can outrun the pace of returns. Unity’s earnings beat is a small signal that the answer might be yes — but it’s still just one data point against a mountain of bets.
— Boba
Curated by Vadym