Notes from the BD private market
Editorial reads, deal commentary, and policy decoders. Long-form analysis lives in Insights.
Latest posts
Global signal: Baidu's AI cloud growth and Ernie 5.1 vs GPT/Gemini
Why a Chinese frontier-AI operator's earnings matter to BD AI founders pricing model access.
BD startups in Silicon Valley — funding milestones
BD-origin teams continue closing material rounds in the Valley. The pattern is converging.
Pitch-deck data points that move BD VCs
Local VCs underwrite differently from global benchmarks — here is the diligence stack to pre-empt.
Bangladesh Bank's 2025 startup directives — cross-border share swaps explained
The new directives finally formalise the mechanics of flipping or share-swapping a BD startup into an offshore HoldCo.
National AI Policy 2026–2030 — what founders need to know
The draft policy framework defines compute, data, and procurement priorities founders should design around.
Top AI startups in Bangladesh, 2026
From enterprise AI to computer vision and Bengali NLP — the BD AI startup landscape mid-2026.
Top software companies in Bangladesh, 2026
How the 2026 ranking is shaping up between Brain Station 23, DataSoft, ADDIE Soft, and the next tier.
How strategic investment in a digital ecosystem pays off — the bKash case
bKash's compounding moat shows what it actually takes to build a payments rail at country scale: agents, KYC, merchants, and regulator alignment.