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The Download: measuring returns on R&D, and AI’s creative potential

Given the draconian cuts to US federal funding for science, it’s worth asking some hard-nosed money questions: How much should we be spending on R&D? How much value do we get out of such investments, anyway? To answer that, in several recent papers, economists have approached this issue in clever new ways. And, though they ask slightly different questions, their conclusions share a bottom line: R&D is, in fact, one of the better long-term investments that the government can make. Read the full

US manufacturing investment stumbles as clean tech cancellations pile up

More clean tech manufacturing investments were canceled in the U.S. in the second quarter than were announced, according to a new study from the Rhodium Group and MIT. Companies canceled $5 billion worth of projects, while only $4 billion in new investments was announced. Actual clean tech manufacturing investments, not just announcements, declined by 15%, as well. The pullback comes in the wake of the GOP’s reconciliation bill, which erased key portions of the Inflation Reduction Act, a piece

$11 Billion in 2 Weeks: AI Bets Mint Money for Masayoshi Son

Japanese billionaire Masayoshi Son’s fortune added $11 billion in just the first two weeks of August as his SoftBank Group’s aggressive push into artificial intelligence buoyed shares to historic highs. Son’s net worth now stands at $33.3 billion, solidifying his position as the second-richest person in Japan, according to the Bloomberg Billionaires Index. The resurgence comes amid a broader recovery at SoftBank’s flagship Vision Fund, coupled with sizable payouts from asset sales, including st

Game investments and M&A totaled $17.5B across 985 deals in 2024 | DDM

As the games industry moves on from “survive til 25,” 2024 games investment and M&A data revealed recovery and improvement, according to market analyst firm Digital Development Management (DDM). In order to properly compare 2024 to 2023, it’s important to remember that in Q4 2023 Microsoft acquired Activision Blizzard for $68.7 billion, the largest gaming M&A in history by over 5.4 times its nearest counterpart of Take-Two Interactive’s $12.7 billion acquisition of Zynga. Removing Microsoft’s

Five of the most important fintech VCs investing heavily in the sector

Global investing in fintech startups is starting to see an uptick. Just this week, KPMG issued its Pulse of Fintech report for the second half of 2024. In the fourth quarter of 2024, investment climbed to $25.9 billion from $18 billion in the third quarter, according to KPMG. Granted, this is not the enthusiasm of years past, especially the wild days of 2021. But judging by our inboxes, there is no shortage of venture capitalists still betting big on the space. Below is a list of just a few VC