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Primary rounds, IPO updates, fundamentals, major product updates and contracts.

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Stripe logo
Stripe
Product Updates

Stripe Launches AI Monetization Tools to Help Businesses Profit from AI Costs

Stripe announced a new initiative aimed at helping businesses turn their AI-related costs into a profit center, expanding its suite of tools for AI-driven companies.

Source: TechCrunch

Lovable logo
Lovable
Product Updates

Lovable Launches Mobile App for iOS and Android

Lovable has launched its AI app builder on iOS and Android, bringing vibe coding capabilities to mobile devices while navigating Apple's App Store guidelines.

Source: 9to5Mac

Neuralink logo
Neuralink
Product Metrics

First Neuralink Patient Shares One-Year Experience with Brain Chip

Noland Arbaugh, the world's first Neuralink implant recipient, publicly discussed his experience living with the brain chip for over a year and is set to keynote the Robotics Summit. His ongoing story provides real-world validation of the Telepathy device.

Source: KXAN Austin

SpaceXFundamentals

Only Elon Musk Can Fire Elon Musk from SpaceX, Filing Reveals

A regulatory filing shows that SpaceX's governance structure gives Elon Musk unique protections, with only Musk himself able to remove Musk from his role at the company.

Source: Reuters

SpaceXFundamentals

SpaceX Ties Elon Musk Compensation to Mars Colonization Milestone

SpaceX has approved a compensation plan for CEO Elon Musk that ties his pay to the goal of colonizing Mars, offering a rare look at executive incentive structures at the private space company.

Source: Reuters

SpaceXFundamentalsProduct Metrics

Starlink ARPU Falls 18% as Subscriber Base Quadruples

SpaceX's Starlink quadrupled its individual subscribers between 2023 and 2025, but average revenue per user fell 18% to $81/month, reflecting cheaper plan introductions and international expansion, according to a draft IPO prospectus.

Source: theinformation

Anthropic logo
Anthropic
Contracts

White House Plans Workshops to Re-Engage Anthropic

The White House is reportedly planning workshops aimed at bringing Anthropic back into government AI collaboration efforts, according to Axios.

Source: Axios

Glean logo
Glean
Product Updates

Glean Introduces Waldo, a Specialized Agentic Search Model for Enterprise AI

Glean has launched Waldo, a specialized agentic search model designed to improve enterprise AI efficiency by redefining how enterprise search operates within its platform.

Source: AI Business

Polymarket logo
Polymarket
Product Metrics

Research Finds Polymarket Bettors Rival Wall Street Analysts in Earnings Forecasting

New research suggests that anonymous bettors on Polymarket may be competitive with professional Wall Street analysts in predicting company earnings, highlighting the predictive power of the platform's crowd-sourced forecasts.

Source: bloomberg-markets

Supabase logo
Supabase
Primary round

Supabase Raises $200M Round, Valuation Reaches ~$7B

Supabase raised $200 million in a new funding round, signaling significant growth ambitions in the database and backend-as-a-service market.

Source: HPCwire

OpenAI logo
OpenAI
Product UpdatesContracts

OpenAI Briefs US and Five Eyes Governments on New Cyber Product

OpenAI has briefed US federal agencies and Five Eyes intelligence partners on a new cybersecurity product, signaling a push into government and national security markets.

Source: Axios

Revolut logo
Revolut
Fundamentals

Revolut generated £4.5B ($6.0B) in revenue in 2025

Revolut generated £4.5B ($6.0B) in revenue in 2025, up ~50% year-over-year from £3.1B ($4.0B) in FY2024, with profit before tax of £1.7B ($2.3B, 38% PBT margin, +57% YoY) and net profit of £1.3B ($1.7B). That compares with FY2024, when revenue grew 72% year over year from £1.8B in 2023 and pretax profit hit £1.1B.

Source: Sacra

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