FOUNDERS FEED

first to know · first to grow—tech daily

Live

▸Anthropic raises $5B at $170B valuation▸OpenAI ships o3 with native tool-use▸Cursor crosses $500M ARR▸Meta open-sources Llama 4 reasoning weights▸YC W26 batch: 38% AI infra▸Vercel acqui-hires Linear AI team▸Supabase Realtime v3 ships native pgvector streaming▸Bun 1.3 native Postgres driver: 2.4× faster▸Stratechery: 'the end of horizontal SaaS'▸Anthropic raises $5B at $170B valuation▸OpenAI ships o3 with native tool-use▸Cursor crosses $500M ARR▸Meta open-sources Llama 4 reasoning weights▸YC W26 batch: 38% AI infra▸Vercel acqui-hires Linear AI team▸Supabase Realtime v3 ships native pgvector streaming▸Bun 1.3 native Postgres driver: 2.4× faster▸Stratechery: 'the end of horizontal SaaS'

demo mode · showing mock edition · configure supabase + run ingest to go livesee CONTEXT.md

The Leadsignal 95

AI· signal 952h ago

Anthropic raises $5B at $170B valuation, led by ICONIQ

Anthropic closed its Series F at a $170B post-money valuation, doubling in eight months. The round was led by ICONIQ with participation from Lightspeed, Salesforce Ventures, and existing backers. Proceeds go to compute for the next Opus generation and international expansion.

Why it matters — Sets a new comp for foundation-model companies and accelerates the compute arms race. Expect downstream pricing pressure on AI infra startups.

AI2 new

AI█████████·5h ago

FOUNDERS FEED

Anthropic raises $5B at $170B valuation, led by ICONIQ

OpenAI ships o3 with native tool-use across the API

Meta open-sources Llama 4 reasoning weights

Cursor crosses $500M ARR, eyes secondary at $40B

YC W26 batch announced — 38% AI infra, 22% vertical agents

Supabase launches Realtime v3 with native pgvector streaming

Bun 1.3 ships native Postgres driver, beats node-postgres 2.4×

Stratechery: 'The end of horizontal SaaS'

Cursor crosses $500M ARR, eyes secondary at $40B

Vercel acquires Linear's AI workflow team

Cursor crosses $500M ARR, eyes secondary at $40B

Pieter Levels: 'I shipped 14 micro-SaaS in 14 days, here's the stack'

Cursor crosses $500M ARR, eyes secondary at $40B

Anthropic raises $5B at $170B valuation, led by ICONIQ

Cursor crosses $500M ARR, eyes secondary at $40B

OpenAI ships o3 with native tool-use across the API

Meta open-sources Llama 4 reasoning weights

Vercel acquires Linear's AI workflow team