February investor memo: Cohere hit ~$240M in ARR in 2025, above its $200M target, with QoQ growth of 50%+ and gross margins averaging around 70% throughout 2025
February investor memo: Cohere hit ~$240M in ARR in 2025, above its $200M target, with QoQ growth of 50%+ and gross margins averaging around 70% throughout 2025
Artificial intelligence startup Cohere has told investors that it's seeing momentum with enterprise customers, even as rivals like Google …
Galaxy Digital reports Q3 net income up 1,546% QoQ to $505M and total assets up 27% QoQ to $11.5B, including $1.9B in cash and stablecoins and $3.2B in equity
Blockworks :
TrendForce: Q2 global chip foundry revenue surged 14.6% QoQ to $41.7B, with TSMC securing a 70% market share, followed by Samsung with 7.2% and SMIC with 5.1%
Luke James / Tom's Hardware :
PitchBook: US VC investment in AI startups rose 33% QoQ to $65B in Q1, up 550% from the quarter prior to ChatGPT's 2022 release
Companies like OpenAI, Amazon and Meta have supersized their spending on artificial intelligence, with no signs of slowing down. Bluesky: @beyerstein Bluesky: Lindsay Beyerstein / @beyerstein : The fr...
TheMinerMag: the median cost of mining bitcoin is set to rise 9.4% QoQ in Q2 2025 to $70K, up from $52K in Q4 2024, shrinking margins for less efficient miners
Brayden Lindrea / Cointelegraph :
Palantir reports Q1 revenue up 39% YoY to $884M, below $863M est., US commercial sales up 71% to $255M, and raises 2025 sales guidance to ~$3.9B; PLTR falls 5%+
Our interest in arming the United States of America, in ensuring that its defense … Proactive : Palantir shares drop sharply after results fail to justify lofty valuation Arsheeya Bajwa / Reuters : Pa...
BlackRock's crypto ETFs saw $3B in net inflows in Q1 2025, down 83% QoQ; BlackRock had ~$50.3B in digital assets at the end of Q1, or 0.5% of its total assets
Helene Braun / CoinDesk :
PitchBook: despite a friendlier US regulatory environment, crypto VC investments in the US fell 22% QoQ to ~$1.3B in Q1 2025, but rose slightly YoY from $1.1B
Teresa Xie / Bloomberg :
Global VR headset shipments fell 12% YoY in 2024, with Meta's market share hitting 77%; Vision Pro shipments fell 43% QoQ in Q4, but its enterprise sales grew
- Global VR headset shipments fell 12% YoY in 2024, marking their third consecutive year of declines due to the continued weak consumer demand.