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Yiwang Lim
Oct 251 min read


Perplexity’s £11 bn Capital Raise: a 140× ARR Wager on the Future of Search
AI-native search challenger Perplexity has inked a $500 m (£400 m) series-E led by Accel, vaulting its valuation to $14 bn (£11.2 bn)....
Yiwang Lim
May 142 min read


AI’s Content Crunch: Why Data Licensing Is the New Battleground
Generative AI is devouring text, audio and video faster than GPUs can crunch it. After two years of legal skirmishes, the creative...
Yiwang Lim
May 133 min read


CATL’s Hong Kong Listing: a US $4 Billion Charge into Europe
Contemporary Amperex Technology Ltd (CATL) is poised to raise up to HK $31 bn (≈US $4 bn) via a secondary listing of 118 million...
Yiwang Lim
May 122 min read


A Tactical Truce – The US-China Tariff
The 90-day agreement between the United States and China to reduce tariffs marks a significant – if temporary – détente in a trade war...
Yiwang Lim
May 112 min read


OpenAI × Microsoft: Unlocking fresh capital without losing the keys
OpenAI is renegotiating its 2019 partnership with Microsoft so it can pivot from a capped-profit LLC to a Public Benefit Corporation...
Yiwang Lim
May 104 min read


Silicon Valley's AI Reckoning: Navigating the Innovator’s Dilemma in 2025
The Disruptors Become the Disrupted In a twist worthy of Clayton Christensen himself, the giants who once redefined innovation now find...
Yiwang Lim
May 94 min read


US-UK Trade Deal: A Tactical Win or Strategic Compromise?
This week’s US-UK trade agreement marks a headline-grabbing moment in transatlantic diplomacy, but beyond the political fanfare, the...
Yiwang Lim
May 83 min read


Digitising the NHS: A £21bn Investment in the Future of UK Healthcare
The Health Foundation’s recent estimate that the NHS and adult social care will require a £21 billion investment to complete a full...
Yiwang Lim
May 73 min read


Cybersecurity Breaches in UK Retail: Implications for Insurance and Risk Management
Recent Attacks Drive Up Cyber Insurance Costs and Reassess Risk The recent cyberattacks on UK retail giants Marks & Spencer (M&S),...
Yiwang Lim
May 63 min read


OpenAI’s Governance U‑Turn: A Valuation‑Rich Case Study in Mission‑Risk Arbitrage
What just happened? OpenAI has scrapped plans to hand ultimate control of its business to a conventional for‑profit board. Instead, the...
Yiwang Lim
May 52 min read


DoorDash to Acquire Deliveroo in £2.9bn Deal: Strategic Scale or Last Resort?
A major shake-up in food delivery: San Francisco-based DoorDash has agreed to acquire UK-listed Deliveroo for £2.9 billion, paying 180p...
Yiwang Lim
May 42 min read


Anysphere’s $9bn Leap: What Cursor’s Rise Signals About the AI Investment Landscape
Overview Anysphere, the AI start-up behind the fast-growing developer tool Cursor, has closed a $900mn funding round led by Thrive...
Yiwang Lim
May 33 min read


The Rise of Specialised AI
The AI landscape is undergoing a significant transformation, moving away from centralised, general-purpose models towards a more...
Yiwang Lim
May 23 min read


Navigating Liquidity Challenges: The Rise of NAV Loans in Private Equity
In the evolving landscape of private equity (PE), institutional investors, including pension funds and endowments, are increasingly...
Yiwang Lim
May 12 min read


The FCA’s Finfluencer Crackdown: A Necessary Step Towards Market Integrity
UK watchdog calls on Big Tech to step up as social media scams proliferate The UK's Financial Conduct Authority (FCA) has intensified its...
Yiwang Lim
Apr 302 min read


The Silent Exodus: How Private Equity is Reshaping Europe's Public Markets
Over the past decade, European equity markets have experienced a significant transformation. According to a report by HSBC Global...
Yiwang Lim
Apr 292 min read


Trading Triumph Amid Tariff Turmoil: UBS, Barclays, and SocGen Capitalise on Market Volatility
In Q1 2025, European banking giants UBS, Barclays, and Société Générale (SocGen) showcased remarkable resilience and adaptability,...
Yiwang Lim
Apr 282 min read


​Tesla at a Crossroads: Leadership, Profitability, and the Road Ahead​
Tesla's recent Q1 2025 earnings report, revealing a 71% drop in net income and a 9% decline in revenue, has intensified scrutiny over...
Yiwang Lim
Apr 272 min read


Darktrace’s Strategic Pivot: From Undervalued UK Tech to Global Cybersecurity Powerhouse
The recent developments at Darktrace, under the stewardship of CEO Jill Popelka, mark more than just a corporate turnaround — they serve...
Yiwang Lim
Apr 262 min read


Tech, Energy and Healthcare Power Through Disruption: Key Investment Signals from the FT's 2025 Growth Rankings
The Financial Times' 2025 ranking of the fastest-growing companies in the Americas reveals much more than just headline-grabbing compound...
Yiwang Lim
Apr 254 min read


Splice’s $50M Acquisition of Spitfire Audio: Strategic AI Play in Music Tech
In a defining move at the intersection of artificial intelligence, digital creativity and asset consolidation, music tech platform Splice...
Yiwang Lim
Apr 243 min read


​Revolut's £1bn Profit Surge: A Fintech Powerhouse Poised for Disruption​
Revolut's 2024 financial results mark a pivotal moment in European fintech. The London-based digital bank reported a 149% year-on-year...
Yiwang Lim
Apr 232 min read


​Pony.ai's Strategic Pivot Amid Geopolitical Tensions: A Deep Dive into the Robotaxi Sector's Future​
Pony.ai, a leading Chinese autonomous vehicle (AV) company, is reportedly contemplating a secondary listing in Hong Kong, less than six...
Yiwang Lim
Apr 222 min read


The Rise of Unity Advisory: A Disruption Playbook Against the Big Four
In what may become one of the most strategically significant shakeups in the UK’s professional services sector, two of the most senior...
Yiwang Lim
Apr 213 min read
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