2026-02-11
$20 million per month is not enough to get xAI co-founder to stay - based on early xAI rumors of 1% equity offer - and SpaceX merger pricing post all estimated dilution - Tony is worth $650 million + $20/month
Financial Times
xAI co-founder Jimmy Ba says he is leaving, the sixth co-founder to depart; sources and social media posts show at least six researchers left in recent weeks
Jimmy Ba will be the sixth member of the founding team to depart — A sixth co-founder of Elon Musk's xAI is leaving …
2026-02-05
Cerebras now raising at a premium to Groq. This means they have to be taken out by a trillion dollar company or go public. really narrows exit options.
Bloomberg
AI chipmaker Cerebras raised a ~$1B Series H led by Tiger Global at a $23B valuation, up from $8.1B in September 2025; Benchmark, Fidelity, and AMD invested too
2026-02-04
Cerebras now raising at a premium to Groq. This means they have to be taken out by a trillion dollar company or go public. really narrows exit options.
Bloomberg
AI chipmaker Cerebras raised a ~$1B Series H led by Tiger Global at a $23B valuation, up from $8.1B in September 2025; Benchmark, Fidelity, and AMD invested too
AI chip provider Cerebras Systems Inc. has raised about $1 billion in a new funding round, bolstering the company's efforts to compete with Nvidia Corp.
2025-12-08
the AI centicorns are going public just as the robotics decacorns are getting big https://x.com/...
Reuters
Sources: Skild AI, which develops a foundation model for robots, is in talks to raise $1B+ from SoftBank and Nvidia at a ~$14B valuation, up from $4.7B in July
Japan's SoftBank Group (9984.T) and Nvidia (NVDA.O) are in talks to invest in Skild AI, in a more than $1 billion funding round …
2025-03-04
One of the companies we follow just filed for IPO! Huge moment. Congratulations to the @CoreWeave team for standing up the first AI hyperscaler! AI chips are finicky and take special handling which big tech can't do! [image]
CNBC
Cloud-based Nvidia GPU provider CoreWeave files for an IPO on the Nasdaq under CRWV and says 2024 revenue was up 737% YoY to $1.92B and it had an $863M net loss
CoreWeave, a provider of cloud-based Nvidia processors to companies including Meta and Microsoft, is headed for the public market.