SSI's $32B No-Revenue Bet, Lilly's 13th Acquisition & the Nvidia Venture Turn
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SSI's $32B No-Revenue Bet, Lilly's 13th Acquisition & the Nvidia Venture Turn
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ナレーター：
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著者：
(00:00:54) Nvidia as Venture Investor
(00:01:52) Lilly's 13th Acquisition of 2026
(00:02:34) US Funding Records and European Breadth
(00:03:18) a16z Physical AI Fund and YC Watch
(00:03:58) What to Watch Next
Startup funding and venture capital news is being rewritten in real time. Ilya Sutskever's Safe Superintelligence carries a $32 billion valuation with no product, no users, and no revenue — and that fact alone tells you where frontier tech capital is flowing in 2026. Mira Murati's Thinking Machines Lab closed a $2 billion seed round at a $12 billion valuation in one of the largest initial rounds ever recorded. Reputation, not traction, is now the collateral that unlocks capital at scale.
What makes these rounds structurally unusual is Nvidia's role. With roughly $5 billion in compute committed to SSI and over one gigawatt of capacity secured by Thinking Machines Lab, Nvidia is functioning as a venture partner, not just a chip supplier. The founder-investor dynamic now has a third corner — and infrastructure access is becoming a form of capital allocation.
Eli Lilly completed its thirteenth acquisition of 2026, paying up to $2.875 billion for Merida Biosciences. Integration risk at that pace is real. The broader signal is biotech consolidation accelerating, with large pharma absorbing credible science before it can scale independently.
On the macro funding picture: US startups raised over $400 billion in H1 2026, surpassing any prior full-year total — though the gains are heavily concentrated in AI and infrastructure mega-rounds. Europe logged €475 million across 35-plus deals this week, led by space, AI, and software, with Spain, the UK, and Turkey topping country rankings.
Andreessen Horowitz launched a $1.1 billion Machine Age Fund targeting physical AI and robotics. YC's Winter 2027 batch opened with applications due November 2nd — $500K per company, solo founders welcome.
This episode includes AI-generated content.
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