Insights

Expert perspectives on venture capital, private markets, and the future of investment.

2025 Report
·5 min read

The $700 Billion Problem 

Half of 2026's planned data centers won't be built. States are banning them. Two of the winners just filed to go public.

·1 min read

Token spend is the new cloud bill

Ramp just launched Ramp AI Spend Intelligence, a tool to help companies track their AI costs across model subscriptions, API spend, and tool sprawl.

Signals

Signals

20 latest

Databricks Introduces Omnigent Meta-Harness for AI Agent Orchestration

Databricks introduced Omnigent, a meta-harness designed to combine, control, and share AI agents, expanding its agentic AI capabilities for enterprise workflows.

Source: Databricks

Ripple CEO Sets $1 Billion Revenue Target for End of 2026 (Excluding XRP)

Ripple CEO Brad Garlinghouse has revealed a goal of reaching $1 billion in revenue by end of 2026, with the target excluding XRP-related income, highlighting the company's push to grow its core business lines.

Source: U.Today

Databricks Introduces Omnigent Meta-Harness for AI Agent Orchestration

Databricks introduced Omnigent, a meta-harness designed to combine, control, and share AI agents, expanding its agentic AI capabilities for enterprise workflows.

Source: Databricks

Anthropic Takes Latest AI Models Offline to Comply with US Export Controls

Anthropic has taken its latest AI models, Fable 5 and Mythos 5, offline to comply with new US government export controls that bar the company from giving foreign users access to these models.

Source: AP News

Anduril Calls for Reset of U.S. Arms Export Controls

Anduril is calling for a reset of U.S. arms export controls, signaling the defense tech startup's push to reshape regulatory frameworks that govern international weapons sales.

Source: Financial Times

OpenAI Investigated by Coalition of State Attorneys General

A coalition of state attorneys general has launched an investigation into OpenAI, requesting information from the company on a wide range of topics.

Source: bloomberg-tech

Anthropic, OpenAI, and Google Executives to Attend G7 Summit in France

Executives from Anthropic, OpenAI, and Google are scheduled to attend the G7 summit in France, signaling growing engagement between AI industry leaders and world governments.

Source: bloomberg-tech

Mistral AI in Funding Talks at ~€20B Valuation

Mistral AI is reportedly in funding talks at a valuation near €20 billion, signaling continued investor interest in the European AI company.

Source: TipRanks

AI Startup Sierra Expands into Utility Software

AI startup Sierra is moving into software solutions for utility companies, marking a new vertical expansion for the company.

Source: Axios

Supabase hit $170M in ARR in May 2026

Sacra estimates that Supabase hit $170M in ARR in May 2026, up from ~$101M at the end of 2025.

Source: Sacra

Axiom Space is also aiming to IPO within the next year.

Axiom Space, which is developing what it hopes will be the world’s first commercial space station, is also aiming to IPO within the next year.

Source: TheInformation

OpenAI to Acquire Cloud Platform Ona to Support AI Agents

OpenAI will acquire Ona⁠(opens in a new window), bringing its secure cloud execution and orchestration technology into our rapidly expanding Codex ecosystem.More than 5 million people use Codex each week to research, analyze, build, and automate their work—up 400% from earlier this year. Codex began as a tool for software developers and now helps a wider range of people do complex work from an initial request through to a finished result.

Source: OpenAI

Waymo Prepares First National Advertising Campaign

Waymo is readying its first national advertising push as competition in the autonomous vehicle space intensifies and critics of the technology grow more vocal.

Source: WSJ

The Amazon founder’s AI startup, Prometheus, just raised $12 billion

Prometheus, one of Jeff Bezos’ newest ventures, announced a $12 billion funding round on Thursday that values the company at $41 billion.

Source: CNBC

OpenAI Considers Drastic Price Cuts Ahead of User War With Anthropic

OpenAI is reportedly considering significant price cuts to its products as it anticipates intensifying competition with Anthropic for users, according to a WSJ report. The move signals a potential pricing war in the consumer and enterprise AI market.

Source: WSJ

Sierra Space Eyes IPO Amid Space Industry Frenzy

Sierra Space is reportedly plotting an IPO alongside Axiom Space as SpaceX's success fuels investor frenzy in the commercial space sector.

Source: The Information

Mastercard Enables AI Agent Payments with Coinbase, Ripple and Other Crypto Partners

Mastercard has launched an AI agent payments capability in collaboration with major crypto firms including Coinbase and Ripple, expanding its crypto-integrated payment infrastructure into the agentic AI space.

Source: Decrypt

Kalshi Introduces Workplace Disclosure Rule and Security Measures to Combat Insider Trading

Kalshi is rolling out new security measures including a workplace disclosure rule aimed at combating insider trading on its platform, following scrutiny over suspicious trading activity by public figures.

Source: ABC News - Breaking News, Latest News and Videos

ClickHouse hit $250M in annualized revenue in May 2026

Sacra estimates that ClickHouse hit $250M in annualized revenue in May 2026, up from $160M in 2025.

Source: Sacra

Regulators Move to Allow Most Sports Betting but Bar War Wagers on Prediction Platforms

Regulators are moving to permit most sports betting on prediction platforms like Kalshi and Polymarket while barring wagers on war casualties and similar sensitive topics, marking a significant regulatory development for the industry.

Source: New York Post

LBXpro

Stay in the loop

Get private market insights and platform updates delivered to your inbox.

Office

Building A1, Dubai Digital Park, Dubai Silicon Oasis, Dubai, United Arab Emirates

Nothing on this site and the investment platform is intended as an offer to purchase or sell securities or a solicitation or recommendation of our securities transaction. Any financial information presented on the site and the investment platform are opinions, were prepared without taking into account your objectives, financial situation or needs. Investment results are not guarantees of future results.

Leo

AI analyst

Ask anything

Companies, valuations, IPO plans, market activity