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本文解读 Supabase 如何达到100亿美元估值：每周新增超100万个数据库，约70%由AI编程工具创建，AI工具将其选为默认后端，但也带来依赖他人的风险（如v0后来转向竞争对手）。
Elad Gil highlights Modal's explosive AI growth after the dev infrastructure platform announced crossing $1B in annualized run rate and raising a $750M Series D at a $15.75B valuation led by Accel.
Modal 宣布年化运行率突破 10 亿美元，并完成由 Accel 领投的 7.5 亿美元 D 轮融资，估值达 157.5 亿美元，自 C 轮以来使用量增长三倍、同比增长超 15 倍。
文章解析AI搜索赛道的赢家：自建网络索引的Exa估值达22亿美元，Tavily被收购（SEC文件显示交易金额为1.89亿美元而非传闻的4亿美元），并指出AI搜索的默认入口正掌握在模型公司手中（如Claude编程工具文档称搜索后端不可替换）。
Quantum computing startup Oratomic has reached a $5.4 billion valuation following its Series-B funding round, highlighting continued investor interest in quantum technology ventures.
TypeSafe AI, maker of the non-text AI model Jev, raised $870 million at a $7.5 billion valuation just weeks after launch, led by Andreessen Horowitz with Sequoia and DCVC participating. Jev outputs calibrated decision probabilities rather than text and is claimed to be faster and far more token-efficient than LLMs, with a third of Fortune 500 companies reportedly already using it.
Elon Musk claims he sees a path for SpaceX to eventually be worth orders of magnitude more than the current global Earth economy, hinting at an enormous space-based economy vision.
Nous Research confirmed a $90M Series B at a $1.5B valuation, led by Robot Ventures with backers including Nvidia and Samsung, and announced Hermes for Businesses to bring its open-source AI agents into enterprise workflows.
AI chip startup Etched is fielding funding offers at $40B+ valuations — more than double the $21B valuation from its $700M round just months ago — as investors race to back its Nvidia-challenging inference chips and full AI hardware systems.
Supabase raised $150 million at a $10.65 billion valuation, with over 13 million developers using it as an app backend and 70% of new databases now created by agents or AI-driven tools.
谷歌在 VAls RSI 指数中重新超越 OpenAI，显示出其在 AI 竞争中回升的势头与市场估值优势。
AI voice startup ElevenLabs let employees cash out equity at a $22B valuation in a $300M tender offer, doubling its $11B valuation from February. The deal, co-led by Wellington and T. Rowe Price, reflects a growing trend of AI startups using secondary sales as employee retention tools.
OpenAI is reportedly in talks to raise $30 billion at a $1.4 trillion valuation in a pre-IPO funding round, driven by significant revenue growth and CEO Sam Altman's focus on AI safety before a public debut.
Anthropic files for an IPO targeting a valuation of over $2 trillion, reporting a $42 billion net loss in 2025 and planning to spend $518 billion on cloud and infrastructure in the coming year.
Anthropic's IPO prospectus reveals a sweeping AI vision but highlights massive costs, including a $42 billion net loss in 2025 and plans for $518 billion in infrastructure spending, potentially valuing the company at over $2 trillion.
Modal Labs, an AI inference infrastructure provider, is closing in on a $750 million funding round at a $15.75 billion valuation, more than tripling its valuation from four months ago amid soaring demand for AI inference services.
Instinct, a viral AI assistant startup, has raised $1 billion in Series C funding at a $10 billion valuation, highlighting rapid growth and competitive dynamics in the consumer AI agent space.
Hao Zhang leaves Meta's Superintelligence Lab to join Discovery Loop, a new AI company founded by Jeff Dean aimed at automating machine learning research with a high valuation.
The article features an interview with ElevenLabs' CEO discussing the company's AI voice technology, its $22 billion valuation, enterprise adoption, and future plans including IPO timing and ethical guidelines for AI interactions.
Angle Health, a Y Combinator-backed AI-native health benefits platform for small businesses, has raised $200 million in Series C funding at a $2.7 billion valuation, demonstrating significant growth and profitability in the regulated health insurance sector.