Private market news feed.

Lovable co-founder Fabian Hedin said at HumanX Amsterdam on 2026-09-24 that annual run-rate revenue has passed $600M, up from about $500M in June, and that two-thirds of Fortune 500 companies use the product, with apps built on it drawing nearly 1B views a month. Lovable raised $400M at a $13.3B valuation in August. The disclosed run-rate shows roughly $100M of ARR added in about three months.

Source: TechCrunch

In a 24 Sep 2026 exclusive based on company documents, the WSJ reported that Blue Origin's first-ever outside round has already secured $10B at a $140B valuation, including $2B more from Jeff Bezos, and may go higher. The documents show about $800M of 2025 revenue, an estimated ~$1.4B for 2026 and a projection above $30B for 2030. Bezos has put about $30-32B into the company since 2000. It is the first close-stage confirmation of the round, which was only planned in July, and the first disclosure of Blue Origin's revenue.

Source: WSJ

Bloomberg reported on 24 September 2026, with a Reuters brief the same day, that AI video startup Higgsfield expects roughly $1B in sales over the next 12 months. The figure gives a forward revenue marker for a company whose earlier run-rate and valuation figures have come only from secondary coverage.

Source: Bloomberg

In a TechCrunch interview published 2026-09-24, ElevenLabs co-founder and CEO Mati Staniszewski said the company is at $600M in annual recurring revenue, more than 55% of it enterprise, up from about $350M at end-2025 and the ~$500M targeted for early 2026; TechCrunch notes backers reportedly value it at $22B. He declined to confirm a 2028 IPO and said he accepts gross-margin pressure to win share. The newly disclosed run-rate underpins the pricing of its pending $500M+ round.

Source: TechCrunch

The Information reported on 24 Sep 2026, with Reuters following, that Anthropic plans a supervoting share class that would give its seven co-founders roughly 50% (reportedly 50.1%) of voting control in the planned IPO, alongside its existing Long-Term Benefit Trust. The structure sets founder control and governance terms for public and secondary holders ahead of the November listing.

Source: Reuters

Argentina's central bank (BCRA) approved Revolut's purchase of Banco Cetelem Argentina from BNP Paribas Personal Finance, Reuters and Bloomberg reported on Sept. 24, 2026. Revolut plans to rebrand the lender as Revolut Bank Argentina and launch in 2027, with more than 150,000 people on its local waitlist. The approval turns the pending deal into an executable banking-licence entry into a new Latin American market for Revolut.

Source: Reuters (via TradingView)

The Information reported on September 23, 2026 that Anthropic is in early talks to lease up to 1 gigawatt of compute capacity from Stream Data Centers, a 27-year-old US developer majority-owned by Apollo Global Management, signing on as a direct tenant of its sites. The report frames the move as part of an effort to reduce Anthropic's reliance on cloud providers. A direct gigawatt-scale lease would be a multi-billion-dollar compute commitment and a distinct counterparty from the AirTrunk Kurri Kurri talks reported a day earlier.

Source: The Information

Anthropic and medical knowledge platform OpenEvidence said on September 22, 2026 that they are collaborating to deliver AI-powered clinical decision support free to healthcare providers in low- and middle-income countries, Reuters reported exclusively. The initiative is a specialised version of OpenEvidence rolling out in about 100 countries including Uganda, Angola, Sudan, Haiti and Mongolia, per a list provided by OpenEvidence; the platform is already free to clinicians in the US and Europe. The deal pushes Claude into clinical workflows across a new set of geographies and builds Anthropic's healthcare vertical ahead of its IPO.

Source: Reuters

The AI industry is growing faster than ever, and its future has never looked less certain. No company embodies that contradiction better than Crusoe. The data center builder and cloud provider just raised $3.9 billion at a $30.9 billion valuation, led by Atreides Management, Valor Equity Partners, and Mubadala. And financials obtained by Newcomer show it’s on track for $2 billion in revenue this year.

Source: Newcomer

Sacra estimates that OpenEvidence hit $300M in annualized revenue in July 2026, up from $150M at the end of 2025.

Source: Sacra

Legora announced on 23 September 2026 a content partnership with The American Law Institute, licensing ALI's Restatements of the Law into Legora's legal research platform. The Restatements are authoritative secondary sources produced by leading judges, lawyers and academics and routinely cited by US courts. Licensed authoritative content is a scarce asset in legal AI, and securing it narrows Legora's gap with Thomson Reuters and Harvey in US research workflows days after reports of a $300M+ raise at an $8.5B pre-money valuation.

Source: Legora

The Information reported on September 22, 2026 that China's Cyberspace Administration is investigating DeepSeek and Moonshot AI after Anthropic alleged both had routed sensitive user data to Claude models. The allegation came from a 154-page Anthropic report published September 10 detailing illicit use of Claude by seven Chinese companies. Bloomberg reported on September 23 that Chinese AI-linked stocks fell on the probe. Anthropic's own misuse research has now triggered state enforcement against its largest Chinese rivals, raising the risk of retaliatory restrictions on Claude in China weeks before its IPO.

Source: The Information