Private market news feed.

On Sept. 30, 2026 the Export-Import Bank of the United States said it had approved a $468 million credit facility to Astranis under its Make More in America Initiative. The loan funds domestic production and launch of Astranis' next-generation GEO satellites to meet commercial and government demand. It is a large government-backed debt financing that funds the company's manufacturing ramp without diluting equity.

Source: EXIM

Runway announced Runway Ads on 2026-09-30, a product that connects to an advertiser's ad account and brand kit, generates video and image ads, publishes approved variants directly to Meta, Google and TikTok, reads performance back and regenerates creative within set budget limits. The launch takes Runway from creative generation tools into end-to-end performance-advertising workflows, a new line of business for the company.

Source: Runway

On 2026-09-29 Oura postponed indefinitely its Nasdaq IPO of up to $2.2B, marketed at $40-$44 a share, which would have valued the company at about $15B at the midpoint; the deal had been due to price that evening and was reported about four times oversubscribed. Oura cited 'uncertainty in the IPO market', while Bloomberg reported some investors pushed back on the valuation; Forerunner Ventures had planned to sell its 9.3% stake. No pricing occurred, so the listing and its liquidity for employees and holders are delayed, and the last private mark (about $11B in October 2025) remains the reference point.

Source: TechCrunch

On Sept. 29, 2026 the US Navy awarded firm-fixed-price production Other Transaction agreements under its Medium Unmanned Surface Vessel program to Saronic, HII and Galliano Marine Services (Edison Chouest). Each is for 10 vessels at an average $40M per vessel, or $1.2B for all 30. Saronic will build its 180-foot Marauder at its Franklin, Louisiana yard, with deliveries from as early as Q4 FY2027. The award makes Saronic one of three production builders for the Navy's medium unmanned surface vessel.

Source: TWZ

Anthropic's confidential IPO prospectus shows agreements to pay SpaceX up to $84.5B through 2029 for Nvidia-based computing capacity supplied by xAI, SpaceX's AI unit, The Information reported on Sept. 29, 2026; most of the agreements can be cancelled on 90 days' notice. The commitment, reported as nearly double prior estimates, sits within Anthropic's plan to spend at least $518B over a decade with six infrastructure partners. It makes SpaceX one of Anthropic's largest suppliers and a key counterparty risk in its cost base ahead of the listing.

Source: The Information

At DevDay in San Francisco on 29 September 2026, OpenAI launched Dots, always-on personal agents positioned against Meta's Muse. It also launched ChatGPT Space, a shared workspace for documents, spreadsheets and slides, and a new $500-a-month ChatGPT Pro plan; Dots is initially limited to Pro, Business Premium and Enterprise subscribers. The launches push OpenAI into agent products and productivity suites and add a higher price tier to its consumer and enterprise monetisation.

Source: OpenAI

At DevDay on 29 September 2026, OpenAI said ChatGPT now has 1.2 billion weekly users, up from the 1 billion milestone it passed in July, according to The Verge's DevDay coverage. It is OpenAI's own updated consumer-scale metric, disclosed the same day as reports of a ~$70B revenue run-rate and a $30B raise at ~$1.4T.

Source: The Verge

Kalshi is in advanced talks to raise about $1B from existing and new investors, including Tiger Global Management and Dragoneer Investment Group, at a valuation of about $40B, Reuters reported on Sept. 29, 2026, citing people familiar with the matter. The raise is expected to be finalized in the coming weeks and follows a $1B round in May at $22B. It would nearly double Kalshi's mark in about four months, resetting secondary pricing.

Source: Reuters

At DevDay on 29 September 2026, a week after launching GPT-6 Sol, OpenAI released GPT-6.1 Sol. The company says it nearly matches GPT-6 Astra on agentic coding, computer use and professional work at one-fifth Astra's standard input and output token prices, and VentureBeat reports a new Ultrafast tier at about 300 tokens per second. The launch replaces the scrapped GPT-6.1 Astra as OpenAI's new frontier offering and resets its API price-performance.

Source: TechCrunch

On 29 September 2026 Axios reported that OpenAI's annualized revenue is approaching $70 billion, citing people familiar. That is about 70% higher than at the start of the third quarter, and business-to-business revenue more than doubled over the same period, per the report as carried by Reuters, Bloomberg and PYMNTS. It is the latest run-rate data point underpinning OpenAI's $1.4T fundraising pitch.

Source: Axios

On 28 September 2026 Anthropic released Claude Sonnet 5.5, priced at $2 per million input tokens and $10 per million output tokens, half the price of Opus 5.5, and said it needs fewer tokens per task, cutting per-task cost by up to 30%. The model went live the same day on Amazon Web Services, Google Cloud and Microsoft Azure, a week after Opus 5.5. It is Anthropic's new mid-tier workhorse model, repricing its highest-volume API tier weeks before its IPO.

Source: CNBC

Anthropic's IPO prospectus, seen by Reuters on 28 September 2026, shows a 2025 net loss of $42 billion and plans to spend $518 billion on cloud, computing and infrastructure obligations, with revenue up 12-fold in 2025. It is the first detailed company-level financial disclosure ahead of the IPO; no public S-1 is on EDGAR yet, so the public filing will be a separate signal.

Source: Reuters