What’s new

Podcast8 min
Anthropic’s IPO and the race to list AI
Kirill Parinov with Kate
StoryOct 18
How we pick fifty companies

SignalOct 15
EU court adviser says ByteDance should lose its challenge to TikTok's DMA designation

SignalOct 15
Florida attorney general sues Discord over child safety and age verification

SignalOct 15
Doximity and OpenEvidence file notice of settlement in AI prompt-hacking suit

SignalOct 15
Replit CEO says enterprise contracts are about 15% of 2026 revenue, up from about 2%

SignalOct 15
Consumer group sends Trade Republic a new warning over its interest opt-in design

SignalOct 15
Ramp says annualized revenue passed $2 billion, up from a reported $1.5 billion in June

SignalOct 14
Bank of America leaves bank roster for Moonshot AI's planned IPO amid US scrutiny

SignalOct 14
Kraken parent Payward agrees to buy Lithuania's Saldo Bank for an EU banking licence

SignalOct 14
Mistral AI acquires design firm New Material to form a Solutions Design team

SignalOct 14
Anthropic tells prospective IPO investors Q3 revenue reached $16.8B, up 45% from Q2

SignalOct 14
Eight US states sue OpenAI in state courts over ChatGPT safety and child harm

SignalOct 13
Anduril opens employee tender at $94.80 a share, valuing it at about $90 billion

SignalOct 13
Applied Intuition reported to be fielding offers at $30B valuation or more

SignalOct 13
Hyundai Motor and Kia make a strategic investment in VAST Data; terms undisclosed

SignalOct 13
Anthropic licenses Opaque Systems' confidential-AI tech and hires engineers

SignalOct 13
OpenAI reported in early talks to acquire security firm Trail of Bits

SignalOct 13
Shield AI delivers first V-BATs to Taiwan Coast Guard; twelve due in coming months

SignalOct 13
Greek Navy evaluates Saronic Corsair vessels, files US sales request; 30 reported

SignalOct 13
Anthropic asks D.C. appeals court to rehear its appeal of the Pentagon blacklisting
Podcast7 min
Ramp at $60 billion, and what fintech growth is worth
Kirill Parinov with Kate

SignalOct 12
Trade Republic reports FY2024/25 revenue of EUR 754M and net profit of EUR 232.6M

SignalOct 11
Moonshot's CEO and CTO in talks to settle Recurrent.ai arbitration, Reuters reported

SignalOct 9
Ramp raises $1.85 billion in primary round at $60 billion valuation led by Dragoneer

SignalOct 9
Databricks acquires Responsive, an object-storage database team, to speed up Lakebase

SignalOct 8
Revolut CEO Storonsky says the company would favor a US primary listing if it goes public

SignalOct 8
OpenAI annualized revenue is roughly $50B, below the nearly $70B reported in September

SignalOct 8
Rippling opens 132,693 sq ft New York office for 1,000+ staff, nearly doubling footprint

SignalOct 8
Navy adds $150M to Shield AI's X-BAT agreement; company matches with $150M of its own

SignalOct 8
USA Today Co. and Gannett units sue OpenAI in New York federal court, seeking over $250M

SignalOct 7
The Information: Nvidia discussed investing another $1B in Figure at about $38B pre-money

SignalOct 7
ARK Venture Fund marks Figure AI Series B at $160.00 a share at July 31, 2026

SignalOct 7
ARK Venture Fund values its Kalshi Series E and F shares at $32,847,995 at July 31, 2026

SignalOct 7
ARK Venture Fund values Lambda Series D and E-2 preferred at $38.00 a share

SignalOct 7
Former DHS chief information officer Antoine McCord rejoins Anduril, FedScoop reports

SignalOct 7
Cyera said it is certified at FedRAMP Class D, formerly High, in under five months

SignalOct 6
Moonshot AI reported to target Hong Kong IPO in Q1 2027 after $50B final private round

SignalOct 6
Lambda reported to be raising up to $4B at $14.5B valuation, led by Blackstone and Coatue

SignalOct 6
Lambda plans a 2027 IPO as it raises up to $4B at a $14.5B pre-money valuation

SignalOct 6
Moonshot AI closes its final private round at about $50B, Bloomberg reports

SignalOct 6
RoboStrategy holds Apptronik Series Seed at about $36.70 a share ($18.83M) as of Sep 30

SignalOct 6
Saronic names Kevin Humphreys, ex-Lloyd's Register, to new VP of Commercial role

SignalOct 6
Ripple joins OKX funding extension at $25B pre-money with Circle, QRT, SC Ventures

SignalOct 6
Lambda's backlog rose from $15 billion in June to $50 billion in September, WSJ says

SignalOct 6
Dubai's VARA grants Kraken parent Payward full market approval ahead of UAE launch

SignalOct 6
Erebor reportedly holds more than $7 billion in deposits, Financial Times says
Podcast8 min
Kalshi’s $40 billion and the fight over sports
Kirill Parinov with Kate

SignalOct 5
Etched weighed investor bids at $40B to $50B valuations, TechCrunch reported

SignalOct 2
Anduril acquires Massachusetts underwater acoustics firm Popoto Modem; terms undisclosed

SignalOct 2
Ohio regulator orders Polymarket US and nine others to stop sports contracts by Oct 16

SignalOct 1
Anthropic reported to target IPO as soon as mid-November, raising about $100B on Nasdaq

SignalOct 1
SoftBank funds final $10B tranche of $30B OpenAI follow-on; stake about 13%

SignalOct 1
Lambda closes $1.008B fixed-rate GPU term loan at 6.78%, marketed to insurers

SignalOct 1
Canva names Bukalapak co-founder Willix Halim as its South-east Asia CEO

SignalOct 1
Vercel reported at $600M annualized revenue, up 148%; agents half of new business

SignalSep 30
ElevenLabs closes $300M employee tender at $22B valuation, double February's

SignalSep 30
Kalshi was finalizing funding at a $40 billion valuation ahead of IPO, Bloomberg reported

SignalSep 30
Stripe agrees to acquire small-business financing platform Parafin; terms undisclosed

SignalSep 30
FTC opens consumer-protection investigation of Anthropic and OpenAI over AI harm claims

SignalSep 30
Shield AI picks Des Moines, WA for X-BAT production and Newton, KS for flight test

SignalSep 30
Saronic breaks ground on $3.2 billion Port Alpha shipyard in Brownsville, Texas

SignalSep 29
OpenAI reported to target at least $30B in new funding at about $1.4T value

SignalSep 29
Kalshi reported in advanced talks to raise about $1B at a $40B valuation

SignalSep 29
Arkane Cloud selects VAST AI OS as data foundation of its French enterprise AI cloud

SignalSep 29
Navy awards Saronic production deal for 10 Marauder drone ships at $40M average
Podcast8 min
Fireworks, Baseten and the price of inference
Kirill Parinov with Kate

SignalSep 28
SunAmerica Series Trust marked Canva at $1,448.21 a share as of July 31, down 7.8%

SignalSep 28
Neuberger Berman fund marked Anduril common at $68.95 a share as of July 31, unchanged

SignalSep 28
Reuters said Anthropic's IPO prospectus showed 2025 revenue near $4.6B, net loss near $42B

SignalSep 27
Lambda announced plans for a data center at MidAmerica Industrial Park in Oklahoma

SignalSep 25
Fireworks AI announces $132M employee tender led by Atreides; $17.5B valuation reported

SignalSep 25
Fireworks AI weighs a new funding round at a valuation of up to $30B, reports say

SignalSep 25
BlackRock fund marks Databricks common at $239.87 a share as of July 31, 2026

SignalSep 25
Alger funds' N-PORT values Figure AI Series C at $194.86 per share at July 31, 2026

SignalSep 25
Franklin Templeton fund marks Plaid Class A at $279.27 a share as of July 31, 2026

SignalSep 25
BlackRock fund marks ByteDance E-1 at $355.50 a share as of July 31, up 6.4%

SignalSep 25
T. Rowe Price fund filing marks Databricks at $253.00 a share as of July 31

SignalSep 25
Franklin Templeton fund marks Databricks Series G at $245.96 a share, up 7.7%

SignalSep 25
Replit acquired AI business-analysis startup Atta; terms undisclosed, two co-founders join

SignalSep 25
Baseten names former Figma CMO Sheila Vashee as Chief Marketing Officer

SignalSep 25
DaVoice sues Perplexity in San Francisco federal court over wake-word trade secrets

SignalSep 25
Judge denies Deel bid to strike Rippling witness and sends counterclaims to arbitration

SignalSep 25
Sixth Circuit rules Kalshi sports contracts are not swaps, siding with Ohio, Tennessee

SignalSep 25
D.C. Circuit upholds Pentagon supply-chain-risk label on Anthropic in 2-1 ruling

SignalSep 24
OpenEvidence could be open to a sale after $15 billion round, Business Insider reported

SignalSep 24
Teachers' Venture Growth invests US$50M, extending Harvey's round to US$600M

SignalSep 24
Databricks acquires spreadsheet startup Row Zero for Genie; terms undisclosed

SignalSep 24
Argentina's central bank approves Revolut's purchase of Banco Cetelem Argentina

SignalSep 24
Lovable says annual run-rate revenue has passed $600M, up from about $500M in June

SignalSep 24
New York sues Polymarket US over unlicensed gambling; Polymarket countersues

SignalSep 23
Fidelity funds mark Revolut common at $1,921.77 a share as of July 31, up 39.5%

SignalSep 23
Fidelity funds mark Databricks Series G at $240.24 a share as of July 31, up 20.7%

SignalSep 23
Fidelity funds mark ByteDance Series E-1 at $330.47 a share as of July 31, up 4.1%

SignalSep 23
Fidelity funds mark Canva Class A at $1,384.70 a share as of July 31, up 9.0%

SignalSep 23
Fidelity N-PORT marks Discord Series I at $23.51 a share as of July 31, unchanged

SignalSep 23
Fidelity N-PORT values Plaid Class A at $295.60 a share as of July 31, 2026

SignalSep 23
Stripe's Irish holding company reports 2025 revenue of $6.79bn, pre-tax profit $445.5m

SignalSep 23
Thinking Machines Lab signs $65 million annual inference agreement with Crusoe

SignalSep 22
Cyera CEO Yotam Segev said the company is aiming for an IPO but feels no urgency

SignalSep 22
Cyera adds $400M Series G extension from Goldman Sachs at over $12B valuation

SignalSep 22
Baseten in talks to raise at about a $26B valuation, Axios and Bloomberg reported

SignalSep 22
ClickHouse appoints ex-Snowflake CFO Mike Scarpelli as independent director, Audit chair

SignalSep 22
Rippling opens AI Lab in Bengaluru as its India headcount nears 2,500

SignalSep 22
Harvey receives Texas TX-RAMP Level 2 certification, effective September 22, 2026

SignalSep 21
Reports say Airwallex IPO rumoured for 2027 as China-links row clouds 2026 listing

SignalSep 21
Mistral AI acquires Paris adtech startup Pimento; reported price EUR3.8m to EUR12.7m

SignalSep 21
Deel says Akai agents helped add $140M in ARR in 90 days without new hires

SignalSep 21
Bloomberg: Harvey gross margin fell from about 50% to -50% by June, since turned positive

SignalSep 20
WSJ reports a $10M stolen-card fraud attempt at Polymarket and a CFTC investigation

SignalSep 18
Franklin Templeton marks Canva at US$1,541 a share, an implied US$39.3B, at June 30

SignalSep 18
Lovable acquires Sutro; founder Tomas Halgas and three engineers join the company

SignalSep 18
Antitrust suit names Anthropic, OpenAI, SpaceXAI and Google over calls to pace AI

SignalSep 17
Scaleup Europe Fund in talks to invest in an ElevenLabs round of over $500M, per Bloomberg

SignalSep 17
Crusoe announces initial close of $3.9B Series F at $30.9B post-money valuation

SignalSep 17
Revolut CEO tells Les Echos the company is weighing a London and Nasdaq dual listing

SignalSep 17
Crusoe adds Cloudflare CFO Thomas Seifert, Bill Stein and JB Straubel to its board

SignalSep 17
Crusoe reports over $140B in total contracted value and over 6 GW of contracted capacity

SignalSep 17
House China committee chair asks Treasury to assess Airwallex's China ties as a data risk

SignalSep 16
OpenEvidence raises $250M at a $15B valuation in round led by Byers Capital and a16z

SignalSep 16
Harvey appoints former Microsoft AI executive Adam Sadovsky as Chief Research Officer

SignalSep 16
ByteDance spin-off Anew Labs raises $290M at a $1.5B valuation; ByteDance keeps 56%

SignalSep 16
Ninth Circuit finds California tribes likely to win claims over Kalshi sports contracts

SignalSep 16
Revolut applies for a Swiss banking licence and commits over CHF 150M of investment

SignalSep 15
OpenAI weighs new funding round at a valuation above $1.2T, Bloomberg and FT report

SignalSep 15
Revolut receives Colombian operating licence, the last step before bank launch

SignalSep 15
Trade Republic opens a Belgian branch with local IBANs and passes 100,000 customers

SignalSep 15
ByteDance first-half 2026 revenue rose about 30% to $120B as net profit fell to about $20B

SignalSep 15
Navy awards Saronic one of three LCU 1700 landing craft prototype agreements

SignalSep 14
Shield AI reported in talks to raise a Series H at a valuation of at least $20B

SignalSep 14
OpenAI buys smartphone camera startup Glass Imaging for over $300M, WSJ reports

SignalSep 13
Canva and Crunch Digital file duelling lawsuits over music licensing in Los Angeles

SignalSep 12
Altman says OpenAI will not go public in 2026, citing safety and an ill-advised moment

SignalSep 11
Nvidia in talks to invest up to $10 billion in Anthropic's IPO, Reuters reports

SignalSep 11
Moonshot AI revenue run rate tops $1 billion in August, with $2 billion targeted for 2026

SignalSep 10
Crusoe launches about $509M senior secured delayed-draw loan due 2030 for GPUs

SignalSep 10
Nasdaq Ventures invests $100M in Kraken parent Payward at a $21B valuation

SignalSep 10
Baseten acquires Blaxel, a startup building sandboxes for AI agents; terms undisclosed

SignalSep 10
Polymarket names former Amazon CFO Warren Jenson its first chief financial officer

SignalSep 10
Anthropic report accuses Moonshot of covertly routing Kimi user requests through Claude

SignalSep 9
The Boring Company announces $3B Series D at a $23B valuation, led by the UAE

SignalSep 9
Harvey raises $550M at a $15.5B valuation in a round co-led by Diffusion and Lightspeed

SignalSep 9
Harvey acquires Guardrails AI, an AI agent security platform, its fourth deal of 2026

SignalSep 8
Bloomberg reports Ramp in early talks on a new round at about a $60B valuation

SignalSep 8
Mistral AI raises EUR3B Series D at over EUR21B post-money, led by Samsung

SignalSep 8
ElevenLabs reportedly eyes a 2028 IPO; CEO hopes the groundwork is ready by then

SignalSep 8
Anthropic walks away from a planned $6B acquisition of Decart AI, Bloomberg reports

SignalSep 8
ElevenLabs names former Adyen CFO Ethan Tandowsky as its chief financial officer

SignalSep 8
CISA advisory names Moonshot AI among Chinese firms distilling US AI models

SignalSep 7
Canva reported to be hiring senior staff for US public-company readiness

SignalSep 5
Reuters: Anthropic IPO launch shifts toward mid-October; four banks named on the deal

SignalSep 4
Databricks files declaratory-judgment patent suit against Nom Nom Data in California

SignalSep 3
ByteDance secures $29.6B three-year syndicated loan, upsized from $20B target

SignalSep 3
Nscale makes undisclosed strategic investment in Figure, tied to a compute partnership

SignalSep 3
Cyera completes $1B acquisition of Oasis Security, which will operate as Cyera Identity

SignalSep 3
Revolut gets conditional OCC approval for a US national bank charter

SignalSep 3
Crusoe reportedly signs five-year, roughly $13B AI cloud contract with Jane Street

SignalSep 2
Moonshot AI reportedly filed confidentially for Hong Kong IPO to raise $3B-$5B

SignalSep 2
Kraken parent Payward delays IPO to Q2 2027 at the earliest, CoinDesk reports

SignalSep 2