Four weeks after SpaceX became a public company, Blue Origin is reportedly raising outside capital for the first time since it was founded in 2000, at a reported $130 billion pre-money valuation. Meta began charging for its frontier model at roughly a quarter of what OpenAI and Anthropic advertise. Grubhub's parent is reportedly raising at $9 billion with an IPO ratchet attached.
Aerospace & Defense
July 10, 2026
Wayve reportedly opened an $85 million tender at $8.5 billion. Twenty companies account for most of what trades at all.
Deep dive
July 9, 2026
Artificial Intelligence
July 7, 2026
Hardware
Cybersecurity
June 29, 2026
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Data
June 23, 2026
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June 9, 2026
OpenAI is reportedly leaning toward waiting until 2027 to list, with advisers pointing to recent tech-stock and SpaceX volatility — a timing question that keeps the most-wanted name in private hands longer. Capital kept moving toward "physical AI" and world models, with General Intuition's $320 million round and onsemi's $7 billion bid for Synaptics landing the same day. Underneath all of it, the memory layer tightened: Micron printed a record gross margin and Apple raised hardware prices, the AI buildout showing up on a consumer price tag. And SpaceX, the first Power 20 name with a public tape, gave back most of its post-IPO gains.
Paul Smalera
Noel Moldvai
Cursor's revenue doubled to $2B ARR in just three months — the kind of trajectory that rewrites venture math. Reflection AI is reportedly seeking $2B+ at a $20B valuation just five months after its last raise. Meanwhile, Musk is cleaning house: X and xAI plan to repay $17.5B in debt ahead of a potential SpaceX IPO. And MongoDB's 24% post-earnings plunge is the latest signal that even strong growth can't save you when forward guidance disappoints.
Enterprise Software
March 3, 2026
Max Melmed
Alyssa Hollawell
Augment Staff
01/03/2026
Artificial intelligence
By 2026, the conversation has shifted from "what can AI say?" to "what can AI do?" We are moving past simple chatbots toward Agentic AI—autonomous systems capable of planning, reasoning, and executing complex workflows across multiple platforms.