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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'

▸ FUNDING · 2 stories today · demo mode← all sections

The Leadsignal 90

FUNDING· signal 901h ago

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

Anysphere is in talks for a tender offer that would value the company at $40B, up from $9.9B six months ago. ARR reportedly crossed $500M in May.

Why it matters — Confirms dev-tools as the highest-velocity AI category by revenue.

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FUNDING███████···6h ago

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

Y Combinator unveiled its 312-company Winter 2026 batch. Notable: half a dozen 'agent OS' companies and the first ever YC-backed reasoning-model startup.