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Briefing #4#2 this issueS02CONFIRMEDCapital, Startups & Deals2026-09-28

AMD's $8.2 billion World Labs deal has a share count that does not exist yet

AMD / World Labs

LeadershipUnknown

Briefing #5#4 this issueS05CONFIRMEDCapital, Startups & Deals2026-09-28

Anthropic's leaked IPO filing shows a $42B loss, $518B in compute commitments and 50.1% founder voting control

Anthropic

Business Model ChangeUnknown

Briefing #4#7 this issueS07CONFIRMEDCapital, Startups & Deals2026-09-28

Anthropic's leaked draft S-1: $518B of compute nobody can cancel

Anthropic

Business Model ChangeUnknown

Briefing #4#32 this issueS32CONFIRMEDCapital, Startups & Deals2026-09-28

A 23-year-old with 14 staff raised $1 billion at $10 billion in 33 days

Instinct

Unknown

Briefing #1#13 this issueS13CONFIRMEDCapital, Startups & Deals2026-09-16

Crux AI secures ~$22B chip-collateralized bank loan for Google TPU data centres

Crux AI / Goldman Sachs / SMBC / Barclays / BNP / Bank of America

Banking & FintechUnknown

Briefing #1#49 this issueS49CONFIRMEDCapital, Startups & Deals2026-09-14

Temporal raises $550M at $12.55B valuation for AI-agent workflow orchestration

Temporal

Unknown

Briefing #1#50 this issueS50CONFIRMEDCapital, Startups & Deals2026-09-10

Positron raises $875M at $5B valuation for its memory-first AI inference chips

Positron AI (Reno, Nevada; founded April 2023)

Cost ReductionUnknown