Company signals

85 rows
idcreated_atcompany_idsignal_typesignal_dateheadlinedetailsource_url
1 2026-05-12T12:18:42.63664+00:00 297 rumour_funding 2026-05-10 Digital Asset Holdings targeting $2B valuation in a16z crypto-led raise Canton Network company backed by DRW. FT Partners advising the raise.
2 2026-05-12T12:18:42.63664+00:00 1533 media_mention 2026-05-12 Mira Murati startup Thinking Machines developing real-time AI interaction models Continuous audio/video/text input rather than stop-and-start prompting. The Verge.
3 2026-05-12T12:18:42.63664+00:00 307 rumour_funding 2026-05-09 Isomorphic Labs (Google DeepMind spinout) reportedly raising $2B+ led by Thrive Capital Alphabet also participating. AI drug discovery. Bloomberg.
4 2026-05-12T12:18:42.63664+00:00 316 rumour_ipo 2026-05-12 Kuaishou planning 2027 IPO for Kling AI video-generation unit at potential $20B valuation Would approach Kuaishou's own ~$25B market cap. The Information.
5 2026-05-12T12:18:42.63664+00:00 96 other 2026-05-09 University of Michigan $20M early OpenAI investment could yield ~$2B Business Insider report on institutional early-backer returns.
6 2026-05-12T12:18:42.63664+00:00 96 media_mention 2026-05-11 600+ OpenAI employees cash out $6.6B in share sale; ~75 employees sold maximum $30M each WSJ report on OpenAI employee equity wealth from recent share sale.
7 2026-05-12T12:18:42.63664+00:00 93 customer_win 2026-05-07 Anthropic Mythos uncovers 423 Firefox vulnerabilities in April vs 31 a year ago Mozilla partnership with Anthropic Mythos model driving major security improvements. TechCrunch.
8 2026-05-12T12:18:42.63664+00:00 93 media_mention 2026-05-12 Anthropic outlaws many secondary stock purchases by employees Company restricting secondary market sales of employee equity. Source: StrictlyVC 2026-05-12.
9 2026-05-12T12:18:42.63664+00:00 93 media_mention 2026-05-09 Anthropic Mythos model throws White House into turmoil over cyberattack risks VP JD Vance warned tech CEOs; administration weighing federal AI oversight regime. WSJ.
10 2026-05-12T12:18:42.63664+00:00 96 other 2026-05-09 University of Michigan $20M early OpenAI investment could yield ~$2B Business Insider report on institutional early-backer returns.
11 2026-05-12T12:18:42.63664+00:00 96 media_mention 2026-05-11 600+ OpenAI employees cash out $6.6B in share sale; ~75 employees sold maximum $30M each WSJ report on OpenAI employee equity wealth from recent share sale.
13 2026-05-12T12:33:06.469379+00:00 101 media_mention 2025-08-01 Polymarket Form D confirms $10B valuation discussion — $135.4M raised of $257.5M offering, 23 investors Blockratize Inc (operating entity) filed Form D Aug 1 2025. "Other warrants" clause signals potential future token issuance rights.
14 2026-05-12T12:33:06.469379+00:00 101 media_mention 2026-05-12 ICE (Intercontinental Exchange) commits up to $2B strategic investment in Polymarket ICE becomes global distributor of Polymarket event-driven data. SEC 8-K filed by ICE.
18 2026-05-12T12:39:24.458967+00:00 315 rumour_ipo 2026-05-01 Kalshi no S-1 filed: $22B valuation, $1.5B annualized revenue, Series F $1B led by Coatue Arizona filed 20 criminal counts for illegal gambling operations. Despite legal battles: volume +800% institutional YoY, Series E at $11B...
19 2026-05-12T12:39:24.458967+00:00 291 rumour_ipo 2026-02-01 Ramp IPO expected 2026–2027: $1B annualized revenue Sep 2025, $40B+ valuation, $1.4B 2026 revenue projection Lightspeed-led Nov 2025 round at $32B. No S-1 filed. $700M 2025 revenue, 54% growth. $1.4B 2026 target communicated to investors.
20 2026-05-12T12:39:24.458967+00:00 100 media_mention 2026-05-12 Cerebras IPO upsized to $150–$160/share range implying $48.8B valuation — largest AI IPO globally in 2026 CNBC confirmed range increase from $115-125. OpenAI $20B+ compute contract and 76% revenue growth driving demand. IPO date May 14 2026 Na...
21 2026-05-13T14:12:48.463366+00:00 657 media_mention Osparna portfolio company Osparna is an investor in MediaHedge (FilmHedge parent)
22 2026-05-13T14:12:48.463366+00:00 657 media_mention Osparna portfolio company Osparna is an investor in FilmHedge
23 2026-05-13T14:12:48.463366+00:00 659 media_mention Osparna portfolio company Osparna is an investor in Talli (confirmed by user)
24 2026-05-13T14:12:48.463366+00:00 660 media_mention Osparna portfolio company Osparna is an investor in EmployeeCycle (confirmed by user)
25 2026-05-13T15:20:24.813353+00:00 813 media_mention 2025-10-22 Omar Balkissoon appointed CEO of Torchlight AI Balkissoon (Georgia Tech BS 2000, founder of OGSystems/Geospark/Seerist, ZeroGravity Capital) appointed CEO of Torchlight AI Oct 22 2025....
27 2026-05-13T15:22:34.989132+00:00 810 customer_win 2025-09-30 Bloomberg integrates Seerist geopolitical risk scores for 7M companies Bloomberg launched geopolitical country-of-risk scores for 7 million companies built on Seerist intelligence. Significant commercial vali...
28 2026-05-13T15:41:29.530963+00:00 1403 media_mention User is an LP in Product Lab LLC Troy Pearsall is a personal LP in Product Lab LLC through Parallex LLC (personal vehicle, not Osparna). Connection originally through IQT...
29 2026-05-13T15:43:58.353364+00:00 1545 media_mention Parallex LLC is investor of record in Osparna Parallex LLC (Troy Pearsall personal vehicle) is the investor of record in Osparna. Parallex also holds LP positions in Product Lab LLC a...
30 2026-05-13T17:02:20.81488+00:00 942 other UIUC is founding partner of Chicago Quantum Exchange and Duality accelerator UIUC Siebel School + IQUIST + NCSA are founding nodes of CQE alongside UChicago, Argonne, Fermilab. Co-founded Duality quantum accelerato...
31 2026-06-01T13:56:38.440981+00:00 1013 rumour_funding 2026-06-01 Groq seeking ~650M USD Inference neocloud expansion; in talks, not closed. Source: SignalPulse (email_signals 17).
32 2026-06-01T13:56:38.440981+00:00 2113 rumour_funding 2026-06-01 Base Power in talks: ~1B USD at ~12B USD valuation Home battery backup; not closed. Source: SignalPulse (email_signals 18).
33 2026-06-01T13:56:38.440981+00:00 2115 rumour_funding 2026-06-01 Atomus targeting 500M USD new fund Founder is ex-Khosla partner; targeting, not closed. Source: SignalPulse (email_signals 26).
34 2026-06-01T13:56:38.440981+00:00 1069 media_mention 2026-05-29 SpaceX-Anthropic compute: ~1.25B USD/month per SpaceX S-1 SpaceX S-1 describes Anthropic paying ~1.25B USD/month for compute through May 2029 (via The Information / StrictlyVC). Anthropic = node ...
35 2026-06-01T13:58:59.204762+00:00 1069 media_mention 2026-05-29 SpaceX-Anthropic compute: Musk calls it a cancellable 180-day lease Elon Musk publicly characterized the arrangement as a 180-day lease with mutual 90-day cancellation rights, against the S-1 framing of a ...
36 2026-06-04T17:43:14.564226+00:00 163 media_mention 2026-06-04 PE majors tumble KKR/Ares/Blackstone fell after Partners Group capped PE fund withdrawals
37 2026-06-04T17:43:14.564226+00:00 2231 media_mention 2026-06-04 PE majors tumble Partners Group capped PE fund withdrawals
38 2026-06-04T17:43:14.564226+00:00 2018 media_mention 2026-06-04 PE majors tumble Partners Group capped PE fund withdrawals
39 2026-06-04T18:58:38.31381+00:00 96 media_mention 2026-05-20 OpenAI API prices rising ~+40%/yr API price trajectory (Tunguz/Theory Ventures)
40 2026-06-04T18:58:38.31381+00:00 93 media_mention 2026-05-20 Anthropic API pricing flat/declining Flat, cuts on most powerful models (Tunguz/Theory Ventures)
41 2026-06-04T18:58:38.31381+00:00 277 media_mention 2026-06-02 DeepSeek open-model lead eroding Early open-weight lead ceded to MiniMax/Kimi then reshuffled (Tunguz/Theory, OpenRouter)
42 2026-06-04T18:58:38.31381+00:00 2235 media_mention 2026-06-02 MiniMax gaining open-model share Rose in open-weight token share late 2025/early 2026 (Tunguz/Theory)
43 2026-06-04T18:58:38.31381+00:00 296 media_mention 2026-06-02 Moonshot/Kimi gaining share Kimi gained open-weight share (Tunguz/Theory)
44 2026-06-04T18:58:38.31381+00:00 2236 media_mention 2026-06-02 Arcee AI emerging US open-model lab Strong recent appearance in OpenRouter rankings (Tunguz/Theory)
45 2026-06-04T18:58:38.31381+00:00 2091 media_mention 2026-06-02 Open-weight 69.1% of OpenRouter token volume Open-weight 69.1% vs closed 30.9% of named token volume (Tunguz/Theory)
46 2026-06-04T19:04:18.204561+00:00 2242 media_mention 2026-05-13 Superhuman ~$700M ARR Cited at ~$700M ARR (The Split 2026, via Tunguz/Theory Ventures)
47 2026-06-04T19:04:18.204561+00:00 2243 media_mention 2026-05-13 Named in AI-email landscape (Tunguz/Theory) Cited among AI email-security players
48 2026-06-04T19:04:18.204561+00:00 2244 media_mention 2026-05-13 Named in AI-email landscape (Tunguz/Theory) Cited among AI email-security players
49 2026-06-04T19:04:18.204561+00:00 2245 media_mention 2026-05-13 Named in AI-email landscape (Tunguz/Theory) Cited among AI email-filtering players
50 2026-06-04T19:04:18.204561+00:00 2246 media_mention 2026-05-13 Named in AI-email landscape (Tunguz/Theory) HEY/Basecamp cited among email-transformation players
51 2026-06-04T19:10:24.325195+00:00 2247 media_mention 2026-05-18 Cerebras bear case (Prof G/Galloway) 86% revenue from UAE state entities (G42 24% + MBZUAI 62%); OpenAI 750MW deal ~$7B/yr potential but exclusivity-locked; high P/S vs Nvidi...
52 2026-06-04T19:10:24.325195+00:00 1069 media_mention 2026-05-25 SpaceX valuation skepticism (Prof G/Galloway) ~$600B company priced at $2T; ~94x sales vs Palantir 67x; sum-of-parts ~$1T; TAM framing = size of US economy
53 2026-06-04T19:10:24.325195+00:00 1530 media_mention 2026-05-25 SpaceX built $12.7B data centers for xAI $12.7B of SpaceX 2025 capex (~$21B total) went to xAI data centers — more than rockets or satellites
54 2026-06-04T19:10:24.325195+00:00 517 media_mention 2026-05-18 a16z $115M 2026 election spend Up from $0 two-three years ago (per Prof G)
55 2026-06-04T19:14:32.424975+00:00 517 media_mention 2026-06-01 a16z Perennial new stake in Omada Health ($OMDA) a16z Perennial Management LP (public-equity RIA arm) initiated position per 13F
56 2026-06-04T19:14:32.424975+00:00 517 media_mention 2026-05-22 a16z accumulating HYPE (Hyperliquid) ~$356M acquired; surpassed Paradigm as largest holder; corroborated across multiple alerts
59 2026-06-04T19:22:13.388149+00:00 1462 media_mention 2026-05-29 Blue Origin New Glenn explodes on launchpad New Glenn lost on pad; loses ground vs SpaceX (StrictlyVC)
60 2026-06-04T19:22:13.388149+00:00 1069 media_mention 2026-05-30 SpaceX & Dell land billions in defense contracts Government/defense awards (StrictlyVC)
61 2026-06-04T19:22:13.388149+00:00 2251 media_mention 2026-06-04 Snowflake CIO used layoffs to prove AI ROI Enterprise AI-ROI case study (The Information)
62 2026-06-04T19:22:13.388149+00:00 93 media_mention 2026-05-29 Anthropic now most valuable AI startup Per StrictlyVC
63 2026-06-04T19:22:13.388149+00:00 292 media_mention 2026-05-28 Robinhood adds AI agents for trading AI trading agents (StrictlyVC)
64 2026-06-04T19:22:13.388149+00:00 473 media_mention 2026-06-04 Benchmark embraces mature startups Late-stage Cerebras bet paid off; shift from early-only (WSJ)
65 2026-06-04T19:32:10.178359+00:00 1751 media_mention 2026-05-20 Catena Labs Series A co-led by a16z crypto Secure AI-agent financial infra
66 2026-06-04T19:32:10.178359+00:00 1736 media_mention 2026-05-19 Stilta raises $10.5M (a16z + YC) Patent-rediscovery platform
67 2026-06-04T19:32:10.178359+00:00 224 media_mention 2026-05-26 Moritz raises $9M AI law firm; shared pitch deck (Business Insider)
68 2026-06-04T19:32:10.178359+00:00 2093 media_mention 2026-05-20 Lyzr AI launches sovereign agent platform Federal/regulated enterprises; IQT-backed
79 2026-06-04T19:40:27.907678+00:00 1325 media_mention 2026-05-13 Wispr in talks for $260M at $2B AI dictation; NEA leading
80 2026-06-04T19:40:27.907678+00:00 2202 media_mention 2026-05-18 Allworth Financial new PE investment Integrum, Lightyear, Ontario Teachers'
81 2026-06-04T19:40:27.907678+00:00 93 media_mention 2026-05-13 Anthropic valuation creeps to $950B Per StrictlyVC
82 2026-06-04T19:40:27.907678+00:00 2247 media_mention 2026-05-15 Cerebras surges ~68% in market debut ~$56B valuation at debut
83 2026-06-04T19:40:27.907678+00:00 1018 media_mention 2026-05-13 Anduril raises $5B at $61B valuation Thrive-led (Josh Kushner), a16z-backed
84 2026-06-04T19:40:27.907678+00:00 1516 media_mention 2026-05-15 Stitch raises $25M Series A a16z in round; SA fintech
85 2026-06-04T19:40:27.907678+00:00 1444 media_mention 2026-05-15 Photonic raises $200M at $2B valuation Quantum (SV Investclub)
86 2026-06-04T19:40:27.907678+00:00 1326 media_mention 2026-05-12 Cowboy Space raises $275M Orbital AI data centers; SAIC
87 2026-06-04T19:40:27.907678+00:00 2201 media_mention 2026-05-18 LemFi raises (Tether) Remittance fintech; USDT Africa/Asia
88 2026-06-04T19:40:27.907678+00:00 93 media_mention 2026-05-18 Anthropic raising $30B at $900B valuation Per SV Investclub
89 2026-06-04T19:46:57.915226+00:00 2257 media_mention 2026-05-11 Blackstone to acquire Skroutz from CVC Greek e-commerce
90 2026-06-04T19:46:57.915226+00:00 277 media_mention 2026-05-07 DeepSeek nearing $50B valuation First external raise shaping up (StrictlyVC)
91 2026-06-04T19:46:57.915226+00:00 93 media_mention 2026-05-11 Anthropic signs $1.8B cloud deal with Akamai Multi-year cloud compute (The Information)
92 2026-06-04T19:46:57.915226+00:00 93 media_mention 2026-05-07 Anthropic buying 100% of xAI Colossus compute Anthropic sources entire Colossus DC output (The Information)
93 2026-06-04T19:46:57.915226+00:00 96 media_mention 2026-05-12 OpenAI launches $10B PE joint venture Also acquires a consultancy (The Information)
94 2026-06-04T19:46:57.915226+00:00 297 media_mention 2026-05-11 Digital Asset eyes $2B in a16z-led crypto raise Digital Asset Holdings; a16z crypto lead
95 2026-06-04T19:46:57.915226+00:00 2259 media_mention 2026-05-06 Sierra raises $950M at >$15B valuation Bret Taylor AI-agent co (SV Investclub)
96 2026-06-04T19:46:57.915226+00:00 2258 media_mention 2026-05-07 Nyobolt raises $60M, unicorn at $1B Fast-charging battery (SV Investclub)
97 2026-06-04T19:46:57.915226+00:00 302 media_mention 2026-05-07 Refactor Capital raises $50M fifth fund Solo VC Zal (ex-a16z, 6 unicorns)
98 2026-06-04T19:46:57.915226+00:00 303 media_mention 2026-05-09 Darkhive raises (Crosslink Capital) Defense drone/autonomy
99 2026-06-04T19:54:11.355735+00:00 96 media_mention 2026-05-06 OpenAI Brockman stake worth close to $30B Per The Information
100 2026-06-04T19:54:11.355735+00:00 101 media_mention 2026-04-20 Polymarket discussing funding at ~$15B valuation Per The Information
101 2026-06-04T19:54:11.355735+00:00 1069 media_mention 2026-05-06 Musk voting control of SpaceX jumped to 84% Per new filing (The Information)
102 2026-06-04T19:54:11.355735+00:00 93 media_mention 2026-05-06 Anthropic could spend up to $200B on Google cloud Per StrictlyVC