E243: Cerebras 2.8x valuation to $23B + strikes $10B deal with OpenAI; Skild $14B round; 1X new humanoid robot AI-model; Anthropic drops “Cowork”
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Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com
00:00 - Intro
00:08 - Cerebras Eyes $23B Post-Money as IPO Nears
00:55 - Cerebras Lands $10B OpenAI Capacity Deal Through 2028
01:29 - Skild’s $1.4B Series C Prices In $14B+ Robot Brain Ambition
02:24 - Temporal Nears $5B in Talks as ARR Tops $100M
03:00 - Parloa Jumps to $3B Valuation After $350M Series D
04:08 - Higgsfield Hits $1.3B After Extending Series A to $130M
05:06 - Torq Reaches $1.2B Valuation With $140M for AI SOC Automation
05:49 - Etched Scores $500M at $5B as Investors Back Specialized Silicon
06:21 - Harmattan Hits $1.4B a Year After Founding on $200M Series B
07:13 - X to Open-Source Its Algorithm as Grok Rates 100M+ Posts a Day
07:55 - Anthropic Ships HIPAA Claude as 22K Banner Clinicians Adopt
08:52 - Anthropic’s Cowork Puts Claude in Your Files With Guardrails and Risk
09:38 - OpenAI Leads Merge Labs Seed as Noninvasive BCI Raises $252M
10:20 - OpenAI Buys Torch for $100M to Build a Unified Medical Memory
11:05 - 1X Holds $10B Valuation as Neo Targets Homes With a World Model
12:00 - ElevenLabs Hits $330M ARR as Growth Pace Accelerates
12:50 - Erebor Raises $350M to Build a Regulated Crypto Bank
13:52 - Replit Talks $400M Round at ~$9B as It Ships AI-Made iOS Apps