https://valueaddvc.com/pulse/anthropic-s1-leak-80-7b-net-loss-2026 Value Add Pulse en 2026-10-20T23:22:18Z Anthropic's Leaked S-1 Shows $80.7B H1 Loss | $750B Compute Bet https://valueaddvc.com/pulse/netflix-q3-2026-revenue-growth-slows-12-percent Value Add Pulse en 2026-10-20T23:22:18Z Netflix Q3 Revenue Hits $12.9B | Growth Slows To 12% https://valueaddvc.com/pulse/spacex-q3-earnings-ai-revenue-7-6b-2026 Value Add Pulse en 2026-10-20T23:22:18Z SpaceX AI Revenue Hits $7.6B, Tops Starlink | $14.6B Total Revenue https://valueaddvc.com/pulse/openai-acquires-orchestra-bio-2026 Value Add Pulse en 2026-10-20T23:22:18Z OpenAI Acquires AI Biotech Startup Orchestra Bio https://valueaddvc.com/pulse/cbre-acquires-onnec-group-610m-2026 Value Add Pulse en 2026-10-20T23:22:18Z CBRE Buys Onnec For $610M Upfront | Up To $400M Earnout https://valueaddvc.com/pulse/fintech-startup-funding-drop-q3-2026-crunchbase Value Add Pulse en 2026-10-20T23:22:18Z Fintech Funding Fell 21% In Q3 2026 As Deals Dried Up https://valueaddvc.com/pulse/latam-startup-funding-jumped-26-percent-q3-2026 Value Add Pulse en 2026-10-20T23:22:18Z LatAm Startup Funding Jumped 26% In Q3 2026 https://valueaddvc.com/pulse/baba-40m-series-a-medicare-ai-2026 Value Add Pulse en 2026-10-20T18:22:24Z Baba Raises $40M To Fix The Medicare Experience https://valueaddvc.com/pulse/bison-ventures-160m-fund-ii-2026 Value Add Pulse en 2026-10-20T18:22:24Z Bison Ventures Closes $160M Fund II https://valueaddvc.com/pulse/reliable-robotics-115m-series-d-1b-valuation-2026 Value Add Pulse en 2026-10-20T18:22:24Z Reliable Robotics Tops $1B After $115M Raise https://valueaddvc.com/pulse/schmidt-anthropic-stake-20b-value-2026 Value Add Pulse en 2026-10-20T23:22:18Z Schmidt's 1% Anthropic Stake Could Hit $20B | Amodei Holds ~2% https://valueaddvc.com/pulse/google-torchtpu-joins-amazon-nvidia-pytorch-fight-2026 Value Add Pulse en 2026-10-20T23:22:18Z Google Joins Amazon's Attack On Nvidia's PyTorch Grip https://valueaddvc.com/pulse/dhs-orders-agencies-drop-deepseek-ai-2026 Value Add Pulse en 2026-10-20T18:22:24Z DHS Orders Federal Agencies To Drop DeepSeek AI https://valueaddvc.com/pulse/eka-150m-series-a-1-45b-valuation-2026 Value Add Pulse en 2026-10-20T18:22:24Z Eka Hits $1.45B Valuation On Its $150M Series A https://valueaddvc.com/pulse/bullhorn-cyberattack-recruitment-platform-outage-2026 Value Add Pulse en 2026-10-20T14:19:19Z Bullhorn Cyberattack Disrupts Platform For 10,000+ Recruiters https://valueaddvc.com/pulse/gray-swan-arena-2-ai-agent-red-teaming-2026 Value Add Pulse en 2026-10-20T14:19:19Z Gray Swan Puts Up $300K Prize To Jailbreak AI Agents In Arena 2.0 https://valueaddvc.com/pulse/lycia-therapeutics-ipo-937m-valuation-2026 Value Add Pulse en 2026-10-20T18:22:24Z Lycia Therapeutics Targets $937.7M In US IPO https://valueaddvc.com/pulse/jio-platforms-960m-anchor-investors-ipo-2026 Value Add Pulse en 2026-10-20T10:15:20Z Jio's IPO Anchor Book Draws $960M From BlackRock, LIC https://valueaddvc.com/pulse/funding-boom-ipo-exit-gap-2026 Value Add Pulse en 2026-10-19T02:43:24Z Why 2026's Funding Boom Hasn't Produced More IPO Exits https://valueaddvc.com/pulse/nscale-ipo-valuation-range-uncertainty-2026 Value Add Pulse en 2026-10-19T02:43:24Z Nscale's NYSE Valuation Keeps Moving Between $25B And $35B https://valueaddvc.com/pulse/spac-revival-2026-no-warrant-structure-2026 Value Add Pulse en 2026-10-19T02:43:24Z Why 2026's SPAC Revival Looks More Disciplined Than 2021's https://valueaddvc.com/pulse/biotech-ipo-outperform-tech-wait-2026 Value Add Pulse en 2026-10-19T02:43:24Z Biotech Is Carrying 2026's IPO Market While Megacap Tech Waits https://valueaddvc.com/pulse/inspired-capital-450m-fourth-fund-2026 Value Add Pulse en 2026-10-20T18:22:24Z Inspired Capital Closes $450M Fourth Fund https://valueaddvc.com/pulse/salesforce-acquires-braze-5-66b-2026 Value Add Pulse en 2026-10-20T18:22:24Z Salesforce Buys Braze For $5.66B, A 58% Premium https://valueaddvc.com/pulse/daytona-60m-series-b-1b-valuation-2026 Value Add Pulse en 2026-10-20T14:19:19Z Daytona Raises $60M At $1B Valuation | Revenue Up 25x Since January https://valueaddvc.com/pulse/sendcutsend-2-1b-valuation-series-b-2026 Value Add Pulse en 2026-10-20T14:19:19Z SendCutSend Hits $2.1B Valuation In Series B, Up From $1.1B https://valueaddvc.com/pulse/spotify-podcast-memberships-90-percent-creator-revenue-2026 Value Add Pulse en 2026-10-20T14:19:19Z Spotify Launches Podcast Memberships, Creators Keep 90% Revenue https://valueaddvc.com/pulse/otter-ai-320m-general-catalyst-growth-fund-2026 Value Add Pulse en 2026-10-20T14:19:19Z Otter.ai Lands $320M From General Catalyst | Crossed 40M Users https://valueaddvc.com/pulse/patent-policy-china-66-74-tech-lead-take-2026 Value Add Pulse en 2026-10-20T14:19:19Z Patent Policy Risk: China Now Leads In 66 Of 74 Technologies https://valueaddvc.com/pulse/fintech-funding-fell-21-percent-q3-2026 Value Add Pulse en 2026-10-20T14:19:19Z Fintech Funding Fell 21% To $10.6B In Q3 2026 https://valueaddvc.com/pulse/blackwall-100m-series-c-2-2b-valuation-2026 Value Add Pulse en 2026-10-20T10:15:20Z Blackwall Quadruples Valuation To $2.2B In Series C https://valueaddvc.com/pulse/openai-30b-raise-accelerated-anthropic-ipo-2026 Value Add Pulse en 2026-10-20T10:15:20Z OpenAI Speeds Up $30B Raise Ahead Of Anthropic IPO https://valueaddvc.com/pulse/nscale-anthropic-45b-compute-deal-talks-2026 Value Add Pulse en 2026-10-20T02:20:12Z Nscale, Anthropic In Talks For Another $45B Compute Deal https://valueaddvc.com/pulse/doubleai-200m-series-a-nvidia-dell-2026 Value Add Pulse en 2026-10-20T10:15:20Z doubleAI Raises $200M, Nvidia And Dell Join Round https://valueaddvc.com/pulse/hugging-face-embedded-ai-evaluators-policy-2026 Value Add Pulse en 2026-10-20T02:20:12Z Hugging Face: Embedded AI Evaluators Aren't An Easy Fix https://valueaddvc.com/pulse/microsoft-guardian-agents-ai-insider-threat-2026 Value Add Pulse en 2026-10-20T02:20:12Z Microsoft Says Frontier AI Models 'Cannot Be Trusted' https://valueaddvc.com/pulse/tradeweb-acquires-trumid-1-97b-2026 Value Add Pulse en 2026-10-20T18:22:24Z Tradeweb Buys Trumid For $1.97B In Cash And Stock https://valueaddvc.com/pulse/morgan-stanley-nvidia-92-percent-ai-capex-exposure-2026 Value Add Pulse en 2026-10-19T23:18:51Z Morgan Stanley: Nvidia Is 92% Exposed To The AI Capex Boom https://valueaddvc.com/pulse/amazon-torchneuron-nvidia-pytorch-lockin-2026 Value Add Pulse en 2026-10-20T02:20:12Z Amazon's TorchNeuron Targets Nvidia's 85% PyTorch Grip https://valueaddvc.com/pulse/dream-labs-90m-seed-robot-foundation-models-2026 Value Add Pulse en 2026-10-19T23:18:51Z Dream Labs Raises $90M Seed To Build AI Models For Robots https://valueaddvc.com/pulse/tolan-30m-ai-companion-funding-2026 Value Add Pulse en 2026-10-19T23:18:51Z Tolan Raises $30M For Its AI Companion App https://valueaddvc.com/pulse/harbor-10m-seed-ai-agent-insurance-2026 Value Add Pulse en 2026-10-20T10:15:20Z Harbor Raises $10M To Insure The 'Agentic Economy' https://valueaddvc.com/pulse/opencode-breach-ai-coding-tool-2026 Value Add Pulse en 2026-10-19T23:18:51Z Hackers Breach AI Coding Tool OpenCode, Rack Up AI Charges https://valueaddvc.com/pulse/laplace-intelligence-robot-safety-red-teaming-2026 Value Add Pulse en 2026-10-19T23:18:51Z Laplace Intelligence Red-Teams Robots Before They Ship https://valueaddvc.com/pulse/prysmian-atkore-3-8-billion-acquisition-2026 Value Add Pulse en 2026-10-19T18:24:59Z Prysmian Completes $3.8B Atkore Acquisition https://valueaddvc.com/pulse/meta-muse-ai-agent-stranger-privacy-incident-2026 Value Add Pulse en 2026-10-20T02:20:12Z Meta's Muse AI Agent Sent A Stranger To A User's Home https://valueaddvc.com/pulse/antithesis-105m-series-a-jane-street-2026 Value Add Pulse en 2026-10-20T10:15:20Z Antithesis Raises $105M Series A Led By Jane Street https://valueaddvc.com/pulse/replika-founder-wabi-ai-assistant-launch-2026 Value Add Pulse en 2026-10-19T23:18:51Z Replika's Founder Launches Wabi, A Multiplayer AI Assistant https://valueaddvc.com/pulse/town-108m-series-b-1b-valuation-2026 Value Add Pulse en 2026-10-19T18:24:59Z Town Raises $108M Series B | $1B Valuation 4 Months After Series A https://valueaddvc.com/pulse/idealab-ai-bill-gross-business-ideas-platform-2026 Value Add Pulse en 2026-10-19T18:24:59Z Bill Gross Launches Idealab.ai With 1.2M Ideas https://valueaddvc.com/pulse/amazon-x-energy-indiana-nuclear-reactors-2026 Value Add Pulse en 2026-10-19T18:24:59Z Amazon Backs 12 New Nuclear Reactors In Indiana https://valueaddvc.com/pulse/silence-therapeutics-merck-kgaa-1-3b-acquisition-2026 Value Add Pulse en 2026-10-19T14:27:44Z Silence Therapeutics Sells For $1.3B | 130% Premium From Merck KGaA https://valueaddvc.com/pulse/sunlight-ai-17-4m-seed-independent-physicians-2026 Value Add Pulse en 2026-10-20T10:15:20Z Sunlight AI Raises $17.4M, Buys Its First Practice https://valueaddvc.com/pulse/mercury-1-billion-annualized-revenue-2026 Value Add Pulse en 2026-10-19T18:24:59Z Mercury Crosses $1B In Annualized Revenue https://valueaddvc.com/pulse/blackstone-8-7b-energy-transition-fund-2026 Value Add Pulse en 2026-10-20T10:15:20Z Blackstone Closes $8.7B Energy Transition Fund V https://valueaddvc.com/pulse/accenture-google-gemini-launchpads-federal-ai-2026 Value Add Pulse en 2026-10-19T14:27:44Z Accenture, Google Launch Gemini Agent Hubs For Federal Agencies https://valueaddvc.com/pulse/tenstorrent-1-5b-series-e-6-2b-valuation-2026 Value Add Pulse en 2026-10-19T14:27:44Z Tenstorrent Raises $1.5B | Valuation More Than Doubles To $6.2B https://valueaddvc.com/pulse/clinical-ink-ardan-gi-partners-investment-2026 Value Add Pulse en 2026-10-19T14:27:44Z Clinical ink Lands New PE Owners In Ardan-GI Deal https://valueaddvc.com/pulse/metis-techbio-eli-lilly-1-1b-drug-delivery-deal-2026 Value Add Pulse en 2026-10-19T14:27:44Z Metis TechBio Inks Up To $1.1B Drug-Delivery Deal With Eli Lilly https://valueaddvc.com/pulse/agent-oversight-funding-75m-analysis-2026 Value Add Pulse en 2026-10-19T10:28:31Z Agent Oversight Funding Already Called ConnectWise's Breach https://valueaddvc.com/pulse/fde-bubble-enterprise-ai-take-2026 Value Add Pulse en 2026-10-19T18:24:59Z The FDE Bubble Is Inflating AI's Software Multiples https://valueaddvc.com/pulse/ai-11-trillion-capex-revenue-cannibalization-2026 Value Add Pulse en 2026-10-19T10:28:31Z AI's $11 Trillion Capex Bet Is Cannibalizing Its Own Revenue https://valueaddvc.com/pulse/boomi-elementary-data-acquisition-2026 Value Add Pulse en 2026-10-19T14:27:44Z Boomi Buys Data-Trust Startup Elementary Data For $40-45M https://valueaddvc.com/pulse/latam-startup-funding-1-3-billion-q3-2026 Value Add Pulse en 2026-10-19T14:27:44Z LatAm Startup Funding Jumps 26% To $1.3B In Q3 https://valueaddvc.com/pulse/nouscom-135m-series-d-lynch-syndrome-2026 Value Add Pulse en 2026-10-19T14:27:44Z Nouscom Raises $135M To Push Cancer-Prevention Vaccine Toward Approval https://valueaddvc.com/pulse/even-healthcare-50m-series-b-300m-valuation-2026 Value Add Pulse en 2026-10-19T10:28:31Z Even Healthcare Raises $50M Series B | Valuation Triples To $300M https://valueaddvc.com/pulse/atlassian-ai-agent-accountability-cannon-brookes-2026 Value Add Pulse en 2026-10-19T10:28:31Z Atlassian Won't Let AI Agents Dodge Blame, Says Cannon-Brookes https://valueaddvc.com/pulse/connectwise-disables-backup-tools-breach-2026 Value Add Pulse en 2026-10-19T10:28:31Z ConnectWise Disables Backup And Security Tools After Breach https://valueaddvc.com/pulse/salmon-group-140m-philippines-banking-platform-2026 Value Add Pulse en 2026-10-20T02:20:12Z Salmon Group Raises $140M To Expand Philippine Banking https://valueaddvc.com/pulse/dayone-nasdaq-listing-data-center-capacity-2026 Value Add Pulse en 2026-10-19T02:43:24Z DayOne's Data Centers Are Racing Toward A Nasdaq Listing https://valueaddvc.com/pulse/megadeals-257-billion-vc-funding-tracker-2026 Value Add Pulse en 2026-10-19T02:43:24Z Why AI Megadeals Are Skewing The Whole Venture Market's Average https://valueaddvc.com/pulse/nvidia-500b-ai-financing-credit-markets-take-2026 Value Add Pulse en 2026-10-19T02:43:24Z Nvidia's $500B Capital Play Shows Financing Is The New AI Race https://valueaddvc.com/pulse/benchmark-2-billion-funds-slow-pace-partners-2026 Value Add Pulse en 2026-10-19T10:28:31Z Benchmark Raised $2B In New Funds | Still Makes Just 2-3 Bets A Year https://valueaddvc.com/pulse/anthropic-5-percent-shares-public-benefit-fund-2026 Value Add Pulse en 2026-10-19T02:43:24Z Anthropic Commits 5% of Shares to Public Benefit Fund | Total Near 20% https://valueaddvc.com/pulse/rivian-tech-licensing-pivot-robotaxi-uber-2026 Value Add Pulse en 2026-10-19T02:43:24Z Rivian Pivots To Licensing Its Tech Stack To Other Automakers https://valueaddvc.com/pulse/microsoft-exits-nscale-uk-data-center-grid-delays-2026 Value Add Pulse en 2026-10-19T02:43:24Z Microsoft Pulls Out of Nscale's UK Data Center After Grid Delays https://valueaddvc.com/pulse/anthropic-metr-employee-like-access-ai-safety-evaluators-2026 Value Add Pulse en 2026-10-19T02:43:24Z Anthropic Gives Outside Watchdog METR 'Employee-Like' Access