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LINKEDIN · VIDEOSince 22 Dec 2025
𝗔𝗜 𝗶𝘀𝗻’𝘁 𝗮 𝗯𝘂𝗯𝗯𝗹𝗲. Bubbles are built on weak fundamentals and manufactured demand. AI is driven by real adoption, fast-scaling revenues, and durable use cases. This isn’t the top - it’s the beginning. Watch 𝗗𝗮𝘃𝗶𝗱 𝗖𝗹𝗮𝗿𝗸, 𝗖𝗜𝗢 𝗮𝘁 𝗩𝗲𝗻𝗖𝗮𝗽, examine this technological shift.
LINKEDIN · VIDEORecorded 2 Oct 2026
𝗪𝗲𝗲𝗸𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 𝗳𝗿𝗼𝗺 𝗩𝗲𝗻𝗖𝗮𝗽’𝘀 𝘂𝗻𝗱𝗲𝗿𝗹𝘆𝗶𝗻𝗴 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 👇 This week saw ByteDance’s long-awaited divestment of TikTok US finally close, alongside several sizeable up-rounds and Apple’s acquisition of a company that was still operating in stealth mode. 📱 𝗕𝘆𝘁𝗲𝗗𝗮𝗻𝗰𝗲 𝗰𝗹𝗼𝘀𝗲𝘀 𝗧𝗶𝗸𝗧𝗼𝗸 𝗨.𝗦. 𝗱𝗶𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗮𝘁 𝗮𝗿𝗼𝘂𝗻𝗱 $𝟭𝟰𝗕 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 A U.S.-controlled JV will take responsibility for data protection, algorithm security and compliance, while licensing ByteDance’s algorithm and retraining it on U.S. user data. Oracle is set to act as the security partner overseeing auditing and validation. 📝 𝗡𝗼𝘁𝗶𝗼𝗻 𝗵𝗼𝗹𝗱𝘀 𝗲𝗺𝗽𝗹𝗼𝘆𝗲𝗲 𝘁𝗲𝗻𝗱𝗲𝗿 𝗮𝘁 𝗮𝗻 $𝟭𝟭𝗕 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 Notion enabled current and former employees to sell vested shares, alongside changes designed to broaden participation. Another signal of how scaled private companies are creating structured liquidity for teams. 🌍 𝗪𝗼𝗿𝗹𝗱 𝗟𝗮𝗯𝘀 𝘁𝗼 𝗿𝗮𝗶𝘀𝗲 𝗵𝘂𝗻𝗱𝗿𝗲𝗱𝘀 𝗼𝗳 𝗺𝗶𝗹𝗹𝗶𝗼𝗻𝘀 𝗮𝘁 𝗮 $𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 Momentum is building behind “world models”, with World Labs reportedly exploring a significant raise as it develops 3D-native AI systems. 💬 𝗗𝗲𝗰𝗮𝗴𝗼𝗻 𝗿𝗮𝗶𝘀𝗲𝘀 $𝟮𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 𝗦𝗲𝗿𝗶𝗲𝘀 𝗗 𝗮𝘁 𝗮 $𝟰.𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 Decagon’s latest round underlines surging demand for AI-native customer experience platforms that go beyond scripted automation. Customer service is the wedge — with broader concierge-style engagement the ambition. 🎥 𝗦𝘆𝗻𝘁𝗵𝗲𝘀𝗶𝗮 𝗿𝗮𝗶𝘀𝗲𝘀 $𝟮𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 𝗦𝗲𝗿𝗶𝗲𝘀 𝗘 𝗮𝘁 𝗮 $𝟰 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 The London-based leader in AI training videos is doubling down on AI agents — and pairing the round with a structured employee secondary tied to the same valuation. 🍎 𝗤.𝗔𝗜 𝗮𝗰𝗾𝘂𝗶𝗿𝗲𝗱 𝗯𝘆 𝗔𝗽𝗽𝗹𝗲 𝗳𝗼𝗿 𝗰𝗹𝗼𝘀𝗲 𝘁𝗼 $𝟮𝗯𝗻 Apple’s move into “silent speech” technology highlights intensifying competition in AI wearables, as platforms race to define the next generation of human–computer interaction.
Text-only𝗪𝗲𝗲𝗸𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 𝗳𝗿𝗼𝗺 𝗩𝗲𝗻𝗖𝗮𝗽'𝘀 𝗨𝗻𝗱𝗲𝗿𝗹𝘆𝗶𝗻𝗴 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 👇 🚀 𝗖𝘂𝗿𝘀𝗼𝗿 𝗮𝗰𝗾𝘂𝗶𝗿𝗲𝗱 𝗯𝘆 𝗦𝗽𝗮𝗰𝗲𝗫 𝗳𝗼𝗿 $𝟲𝟬𝗯𝗻 The all-stock deal folds the AI coding start-up into SpaceX and xAI, giving Cursor access to one of the largest GPU fleets in the world as it works on Grok's coding capabilities. 🖥️ 𝗘𝘁𝗰𝗵𝗲𝗱 𝗱𝗼𝘂𝗯𝗹𝗲𝘀 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 𝘁𝗼 $𝟮𝟭𝗯𝗻 𝗶𝗻 𝘄𝗲𝗲𝗸𝘀 The AI hardware start-up's valuation has doubled in a matter of weeks as it races to scale manufacturing for its inference-focused chip architecture and fulfil roughly $1bn in customer contracts. 🛡️ 𝗖𝗮𝘀𝘁𝗲𝗹𝗶𝗼𝗻 𝗿𝗮𝗶𝘀𝗲𝘀 $𝟭𝗯𝗻 𝗮𝘁 $𝟭𝟯𝗯𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 The defence start-up will use the funding to mass-produce hypersonic missiles at its New Mexico facility, as the Pentagon looks to close the gap with China's stockpile. 🤝 𝗣𝗼𝗼𝗹𝘀𝗶𝗱𝗲 𝘀𝗲𝗰𝘂𝗿𝗲𝘀 $𝟳𝗯𝗻 𝗡𝘃𝗶𝗱𝗶𝗮 𝗰𝗼𝗺𝗺𝗶𝘁𝗺𝗲𝗻𝘁 Nvidia is licensing Poolside's model-development platform for $6bn and investing a further $1bn, quadrupling the coding-AI start-up's valuation from last year. 🔀 𝗢𝗽𝗲𝗻𝗥𝗼𝘂𝘁𝗲𝗿 𝗮𝗰𝗾𝘂𝗶𝗿𝗲𝗱 𝗯𝘆 𝗦𝘁𝗿𝗶𝗽𝗲 𝗶𝗻 $𝟳.𝟱𝗯𝗻 𝗱𝗲𝗮𝗹 OpenRouter, the AI model-routing start-up, is being acquired by payments giant Stripe, which will fold token-based billing directly into its infrastructure — just months after OpenRouter was valued at $1.3bn. ⚙️ 𝗙𝗿𝗮𝗰𝘁𝗶𝗹𝗲 𝗲𝘆𝗲𝘀 $𝟲.𝟱𝗯𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 𝗮𝗳𝘁𝗲𝗿 𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰 𝗱𝗲𝗮𝗹 The British AI chip start-up is in advanced talks for a valuation more than six times its mark from three months ago, on the back of an initial deal to supply Anthropic with inference chips. 🎬 𝗛𝗶𝗴𝗴𝘀𝗳𝗶𝗲𝗹𝗱 𝗿𝗮𝗶𝘀𝗲𝘀 $𝟰𝟬𝟬𝗺 𝗮𝘁 $𝟱.𝟰𝗯𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 The AI video and image platform quadrupled its valuation in eight months as enterprise demand for AI-generated marketing content takes off. 🎙️ 𝗪𝗶𝘀𝗽𝗿 𝗿𝗮𝗶𝘀𝗲𝘀 $𝟮𝟴𝟬𝗺 𝗮𝘁 $𝟮𝗯𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 The AI dictation start-up is expanding into meeting notes and new voice interfaces, backed by a mix of existing and new investors.
LINKEDIN · TEXT-ONLYSince 21 Aug 2026
Text-only𝗪𝗲𝗲𝗸𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 𝗳𝗿𝗼𝗺 𝗩𝗲𝗻𝗖𝗮𝗽'𝘀 𝗨𝗻𝗱𝗲𝗿𝗹𝘆𝗶𝗻𝗴 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 👇 🧠 𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰 𝗳𝗶𝗹𝗲𝘀 𝗦-𝟭 𝗳𝗼𝗿 𝗡𝗮𝘀𝗱𝗮𝗾 𝗜𝗣𝗢, 𝗹𝗮𝘀𝘁 𝘃𝗮𝗹𝘂𝗲𝗱 𝗮𝘁 $𝟵𝟲𝟱𝗯𝗻 The developer of Claude reported $16.3bn in revenue for the first half of 2026, up from $1.2bn a year earlier, with more than 1,900 customers each generating over $1m in annual revenue. 🎯 𝗞𝗮𝗹𝘀𝗵𝗶 𝗿𝗮𝗶𝘀𝗲𝘀 $𝟭𝗯𝗻 𝗦𝗲𝗿𝗶𝗲𝘀 𝗚 𝗮𝘁 $𝟰𝟬𝗯𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 The prediction market exchange now generates more than $1bn in annualised non-sports revenue across over 30 million accounts, and is expanding into indices, perpetual futures and compute markets. 🛰️ 𝗔𝗽𝗲𝘅 𝗶𝗻 𝘁𝗮𝗹𝗸𝘀 𝘁𝗼 𝗿𝗮𝗶𝘀𝗲 𝗮𝗿𝗼𝘂𝗻𝗱 $𝟱𝟬𝟬𝗺 𝗮𝘁 $𝟰𝗯𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 The satellite bus maker’s Los Angeles factory is configured to build around 200 platforms a year, and it supplies Northrop Grumman with orbital buses for space-based interceptors. ⚙️ 𝗦𝗲𝗿𝘃𝗮𝗹 𝗿𝗮𝗶𝘀𝗲𝘀 $𝟭𝟱𝟬𝗺 𝗦𝗲𝗿𝗶𝗲𝘀 𝗖 𝗮𝘁 $𝟯𝗯𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 The platform uses AI to automate enterprise help desk and service requests, taking routine IT work off support teams. 🤝 𝗛𝘆𝗽𝗲𝗿𝗲𝘅𝗽𝗼𝗻𝗲𝗻𝘁𝗶𝗮𝗹 𝘁𝗼 𝗯𝗲 𝗮𝗰𝗾𝘂𝗶𝗿𝗲𝗱 𝗯𝘆 𝗚𝘂𝗶𝗱𝗲𝘄𝗶𝗿𝗲 𝗳𝗼𝗿 $𝟭.𝟳𝗯𝗻 𝗶𝗻 𝗰𝗮𝘀𝗵 The UK underwriting software company counts nearly 600 insurers across 40 countries as customers. 📊 𝗛𝗲𝘅 𝗿𝗮𝗶𝘀𝗲𝘀 $𝟭𝟬𝟬𝗺 𝗮𝘁 $𝟭.𝟮𝗯𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 The data analytics platform serves more than 2,500 customers globally and has just had its best-ever quarter, alongside the launch of Hex 4.0 for AI agents.
LINKEDIN · TEXT-ONLYRecorded 1 Nov 2026
Text-only𝗪𝗲𝗲𝗸𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 𝗳𝗿𝗼𝗺 𝗩𝗲𝗻𝗖𝗮𝗽’𝘀 𝗨𝗻𝗱𝗲𝗿𝗹𝘆𝗶𝗻𝗴 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 👇 🛡️ 𝗔𝗻𝗱𝘂𝗿𝗶𝗹 𝘁𝗲𝗻𝗱𝗲𝗿 𝘃𝗮𝗹𝘂𝗲𝘀 𝘁𝗵𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗮𝘁 𝗮𝗿𝗼𝘂𝗻𝗱 $𝟵𝟬𝗯𝗻 The defence technology start-up is letting employees sell up to $1.3bn of shares, nearly $30bn above its May Series H valuation. Revenue doubled to $2.2bn in 2025 and is projected to reach $4.3bn this year. 💳 𝗥𝗮𝗺𝗽 𝗿𝗮𝗶𝘀𝗲𝘀 $𝟭.𝟴𝟱𝗯𝗻 𝗮𝘁 $𝟲𝟬𝗯𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 The corporate spend platform has added $16bn to its valuation in four months, with annualised revenue crossing $2bn and 85,000 business customer. 💊 𝗜𝘀𝗼𝗺𝗼𝗿𝗽𝗵𝗶𝗰 𝗟𝗮𝗯𝘀 𝗶𝗻 𝘁𝗮𝗹𝗸𝘀 𝗮𝘁 𝗮 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 𝗼𝗳 𝗮𝘁 𝗹𝗲𝗮𝘀𝘁 $𝟰𝟬𝗯𝗻 The DeepMind spin-out applying AI to drug discovery could be valued at up to $50bn, five months after its $2.1bn Series B. 🚗 𝗔𝗽𝗽𝗹𝗶𝗲𝗱 𝗜𝗻𝘁𝘂𝗶𝘁𝗶𝗼𝗻 𝗱𝗿𝗮𝘄𝘀 𝗼𝗳𝗳𝗲𝗿𝘀 𝗮𝘁 $𝟯𝟬𝗯𝗻 𝗼𝗿 𝗺𝗼𝗿𝗲 The autonomous-vehicle software company would double its June valuation, fresh from new deals with Honda and Nissan. ⚡ 𝗠𝗼𝗱𝗮𝗹 𝗰𝗹𝗼𝘀𝗲𝘀 $𝟳𝟱𝟬𝗺 𝗦𝗲𝗿𝗶𝗲𝘀 𝗗 𝗮𝘁 $𝟭𝟱.𝟳𝟱𝗯𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 The serverless AI compute platform has also passed $1bn in annualised run rate. 🧩 𝗧𝘆𝗽𝗲𝗦𝗮𝗳𝗲 𝗿𝗮𝗶𝘀𝗲𝘀 $𝟴𝟳𝟬𝗺 𝗮𝘁 $𝟳.𝟱𝗯𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 Three weeks after leaving stealth, the maker of the Jev model says it is already used by a third of the Fortune 500. 📈 𝗢𝗣𝗮𝘆 𝗳𝗶𝗹𝗲𝘀 𝗳𝗼𝗿 𝗡𝗲𝘄 𝗬𝗼𝗿𝗸 𝗜𝗣𝗢 The Nigeria-focused digital finance platform more than doubled first-half revenue to $467.1m and plans to list on the NYSE. ⚛️ 𝗔𝘁𝗹𝗮𝘀 𝗔𝘁𝗼𝗺𝗶𝗰𝘀 𝗿𝗮𝗶𝘀𝗲𝘀 $𝟰𝟬𝟬𝗺 𝗦𝗲𝗿𝗶𝗲𝘀 𝗔 𝗮𝘁 $𝟭.𝟵𝗯𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 The nuclear start-up is developing a heavy-water reactor that runs without enriched uranium.
LINKEDIN · TEXT-ONLYRecorded 20 Oct 2026
Text-only𝗪𝗲𝗲𝗸𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 𝗳𝗿𝗼𝗺 𝗩𝗲𝗻𝗖𝗮𝗽'𝘀 𝗨𝗻𝗱𝗲𝗿𝗹𝘆𝗶𝗻𝗴 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 👇 ⚡ 𝗙𝗶𝗿𝗲𝘄𝗼𝗿𝗸𝘀 𝗔𝗜 𝘄𝗲𝗶𝗴𝗵𝘀 𝗻𝗲𝘄 𝗳𝘂𝗻𝗱𝗶𝗻𝗴 𝗮𝘁 $𝟯𝟬𝗯𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 The inference platform behind AI features at Uber, DoorDash and Notion hit $1bn in annualised revenue in July. ☁️ 𝗠𝗼𝗱𝗮𝗹 𝗟𝗮𝗯𝘀 𝗻𝗲𝗮𝗿𝘀 $𝟳𝟱𝟬𝗺 𝗿𝗼𝘂𝗻𝗱 𝗮𝘁 $𝟭𝟱.𝟴𝗯𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 The AI compute platform would more than triple its valuation in just four months. 🩺 𝗢𝗽𝗲𝗻𝗘𝘃𝗶𝗱𝗲𝗻𝗰𝗲 𝗿𝗮𝗶𝘀𝗲𝘀 $𝟮𝟱𝟬𝗺 𝗮𝘁 $𝟭𝟱𝗯𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 More than two-thirds of US doctors now rely on the clinical AI platform for diagnostic and treatment guidance. 🎬 𝗙𝗮𝗹 𝘄𝗲𝗶𝗴𝗵𝘀 𝗻𝗲𝘄 𝗳𝘂𝗻𝗱𝗶𝗻𝗴 𝗮𝘁 $𝟭𝟱𝗯𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 The generative media inference company has quadrupled annualised revenue to $800m in under a year. 🤖 𝗜𝗻𝘀𝘁𝗶𝗻𝗰𝘁 𝗿𝗮𝗶𝘀𝗲𝘀 $𝟭𝗯𝗻 𝗦𝗲𝗿𝗶𝗲𝘀 𝗖 𝗮𝘁 $𝟭𝟬𝗯𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 The personal AI agent that books, buys and manages everyday tasks has quadrupled its valuation in just over a month. 🌐 𝗪𝗼𝗿𝗹𝗱 𝗟𝗮𝗯𝘀 𝘁𝗼 𝗯𝗲 𝗮𝗰𝗾𝘂𝗶𝗿𝗲𝗱 𝗯𝘆 𝗔𝗠𝗗 𝗳𝗼𝗿 $𝟴.𝟮𝗯𝗻 Fei-Fei Li's world-model lab joins the chipmaker in an all-stock deal, with Li becoming AMD's chief scientist. 🏠 𝗘𝗹𝗶𝘀𝗲𝗔𝗜 𝗿𝗮𝗶𝘀𝗲𝘀 $𝟯𝟱𝟬𝗺 𝗮𝘁 $𝟰𝗯𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 The AI platform for landlords and health systems now powers one in six US apartments and has passed $200m in ARR. 🔐 𝗔𝗿𝗺𝗮𝗱𝗶𝗻 𝗿𝗮𝗶𝘀𝗲𝘀 $𝟮𝟱𝟲𝗺 𝗦𝗲𝗿𝗶𝗲𝘀 𝗕 𝗮𝘁 𝗼𝘃𝗲𝗿 $𝟮.𝟱𝗯𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 Kevin Mandia's AI security start-up uses swarms of attacker-style agents to find weaknesses first, and has raised $445m in seven months. 🚀 𝗩𝗮𝗿𝗱𝗮 𝗿𝗮𝗶𝘀𝗲𝘀 $𝟮𝟱𝟬𝗺 𝗦𝗲𝗿𝗶𝗲𝘀 𝗗 𝗮𝘁 $𝟭.𝟲𝗯𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 The orbital manufacturing company is scaling missions to produce pharmaceuticals in microgravity.
LINKEDIN · TEXT-ONLYRecorded 12 Oct 2026

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