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edition 2026.09.20 · Sunday, September 20, 2026

FOUNDERS FEED

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Anthropic raises $5B at $170B valuationOpenAI ships o3 with native tool-useCursor crosses $500M ARRMeta open-sources Llama 4 reasoning weightsYC W26 batch: 38% AI infraVercel acqui-hires Linear AI teamSupabase Realtime v3 ships native pgvector streamingBun 1.3 native Postgres driver: 2.4× fasterStratechery: 'the end of horizontal SaaS'Anthropic raises $5B at $170B valuationOpenAI ships o3 with native tool-useCursor crosses $500M ARRMeta open-sources Llama 4 reasoning weightsYC W26 batch: 38% AI infraVercel acqui-hires Linear AI teamSupabase Realtime v3 ships native pgvector streamingBun 1.3 native Postgres driver: 2.4× fasterStratechery: 'the end of horizontal SaaS'
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