TBPNDigest
HomeDaily FeedFundraisesCompaniesGuestsInvestors
Thu, Oct 23
Fri, Oct 24
Mon, Oct 27

FUNDRAISING ANNOUNCEMENTS

  • Crusoe closes Series E at $10.4B valuation, announces 45GW energy pipeline and operational Abilene AI factory
  • Valthos raises $30M from Founders Fund, Lux Capital, and OpenAI to build AI-powered biodefense infrastructure

GUEST INTERVIEWS

  • Emily Sundberg maps the media landscape and launches Feed Me's first podcast
  • Saagar Enjeti: data center backlash will go national in 2026 as electricity costs hit rural America
  • Jordan Schneider on US-China AI tensions: rare earth retaliation, Huawei's play, and humanoid robot risk
  • Nvidia's Dion Harris previews GTC: $3–4T AI infrastructure buildout, GPU-accelerated Oracle databases, and AI factories everywhere
  • Fal's inaugural Generative Media Conference draws 300 attendees including Jeffrey Katzenberg
  • Notable Capital's Glenn Solomon: generative media is early innings — 300-person conference today could be 5,000 in four years
  • Krea hits 30M signups as CEO Diego Rodriguez argues generative media tools will proliferate, not consolidate
  • a16z's Justine Moore: AI creative app market keeps expanding with more specialized tools, not fewer

NEWS

  • Snap in talks to raise $1B+ for AR glasses, spinning out into independent subsidiary like Waymo
  • Oracle secures $38B debt deal to finance two new data centers in Texas and Wisconsin

COMMENTARY

  • TBPN's media market map: from legacy trad to post-neo and everything in between