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edition 2026.11.04 · Wednesday, November 4, 2026

FOUNDERS FEED

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▸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'
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