Latest signals
Blue OriginPrimary roundBlue Origin reportedly raising $10B at $130B valuation
Blue Origin is raising $10 billion at a $130 billion pre-money valuation from Coatue Asset Management, Bezos himself and other big-name investors, the New York Times reported
Source: TechCrunch
HandshakeFundamentalsHandshake hit approximately $1.1B in annualized gross revenue in April 2026
Sacra estimates that Handshake hit approximately $1.1B in annualized gross revenue in April 2026, 349% year-over-year, after shifting focus from its earlier campus job board product to an AI data labeler. After contractor payments, Sacra estimates that Handshake's annualized net revenue is about $450M per year.
Source: Sacra
Physical IntelligencePrimary roundPhysical Intelligence Raises Major Funding Round for Robotics
Physical Intelligence has secured a massive funding round, significantly expanding its war chest to advance robotics and embodied AI development.
Source: AI CERTs
Figure AIIPO & M&AFundamentalsAgility Robotics IPO vs Figure AI Valuation Gap Highlights Humanoid Robotics Thesis
Agility Robotics is going public at a $2.5B valuation while Figure AI sits at $39B, with the gap between the two numbers framing the broader humanoid robotics investment thesis and the question of proven versus unproven ground.
Source: Silicon Canals
MercorFundamentalsMercor hit over $2 billion in gross revenue run rate in June
Mercor hit over $2 billion in gross revenue run rate in June, double its pace earlier this year. The growth comes from increased demand from AI app developers and Fortune 500 customers looking to build their own or fine-tune existing AI models, the person added.
Source: TheInformation
PerplexityProduct UpdatesPerplexity Quietly Building AI Coding Tool to Compete with Cursor and Claude Code
Perplexity is reportedly developing an AI coding tool aimed at competing with established players like Cursor and Claude Code, signaling the company's expansion into the developer tools market.
Source: Business Insider
Impulse SpaceContractsImpulse Space and Relativity Win Spots on NSSL Phase 3 Lane 1 Contract
Impulse Space and Relativity have been awarded positions on the National Security Space Launch (NSSL) Phase 3 Lane 1 contract, a $5.6 billion program supporting national security launch needs. The award marks a significant defense contract win for Impulse Space.
Source: Aviation Week
HiggsfieldFundamentalsHiggsfield AI has reached annual run-rate revenue of $500 million
AI creative unicorn Higgsfield AI has reached annual run-rate revenue of $500 million
Source: X
VercelIPO & M&AProduct UpdatesVercel Acquires Better Auth to Give AI Agents Their Own Identity
Vercel has acquired Better Auth, an authentication platform, to enable AI agents to have their own identity layer, expanding its agentic infrastructure capabilities.
Source: The New Stack
AnthropicProduct UpdatesContractsAnthropic and OpenAI Represented at NATO Annual Summit
Anthropic and OpenAI are reportedly entering NATO's annual summit as European nations grow weary of US requests to wait on AI cooperation, signaling growing geopolitical relevance for leading AI labs.
Source: The Times of India
BytedanceProduct UpdatesByteDance and Alibaba Pull AI Companion Features Amid Beijing Regulatory Tightening
ByteDance and Alibaba are disabling AI companion and personalized AI agent features in response to new Chinese regulations governing human-AI interactions. The move signals a broader regulatory crackdown on AI social and companion products in China.
Source: bloomberg-tech
ElevenLabsIPO & M&AElevenLabs Explores Employee Tender Offer
ElevenLabs is exploring another employee tender offer, providing liquidity to employees through secondary market transactions.
Source: SecondaryLink