Latest signals
WaymoFundamentalsWaymo hit $355M in annualized revenue in February 2026
Sacra estimates that Waymo hit $355M in annualized revenue in February 2026, up from approximately $284M at the end of 2025 and $125M at the end of 2024.
Source: Sacra
RippleFundamentalsRipple 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
AndurilFundamentalsProduct UpdatesAnduril 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
DatabricksProduct UpdatesDatabricks 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
AnthropicProduct UpdatesAnthropic 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
OpenAIFundamentalsOpenAI 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
AnthropicProduct UpdatesAnthropic, 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
OpenAIProduct UpdatesContractsOpenAI and Visa partnered to give agents payment credentials on the Visa network
Under the new partnership, Visa said it will integrate its payment capabilities into “OpenAI experiences.” That gives developers and merchants a new framework to verify and process purchases that AI agents make.
Source: digitalcommerce360
Mistral AIPrimary roundMistral 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
Axiom SpaceIPO & M&AAxiom 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
OpenAIProduct UpdatesOpenAI 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
SupabaseFundamentalsSupabase 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