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Every weekday we send you summaries of the latest fundraises, interviews and tech news in Silicon Valley from TBPN — technology's daily show.

Tue, May 19
Wed, May 20

FUNDRAISING ANNOUNCEMENTS

  • Socket raises $60M Series C at $1B valuation as AI-generated code fuels software supply chain attacks
  • Mercury raises $200M at $550M valuation with 2.5x YoY application growth driven by AI startup boom

GUEST INTERVIEWS

  • Dylan Field: Figma's design agent launch, 46% revenue growth, and why design becomes the battleground as code commoditizes
  • Tae Kim on NVIDIA earnings: 85% revenue growth, buyback catalyst, and why memory stocks are still cheap
  • Brian Chesky reveals Airbnb's massive services expansion: groceries, car rentals, airport pickups, and boutique hotels
  • Marcus Milione built a bootstrapped running apparel brand to sell-out drops with a team of three — and beat the bots

NEWS

  • SpaceX IPO prospectus incoming as Founders Fund and Valor set to clear $60B in gains
  • NVIDIA reports 85% revenue growth to $81.6B, net income nearly triples to $43B

COMMENTARY

  • Google I/O 2026: Intelligent eyewear partnerships, Gemini updates disappoint developers, and Anti-Gravity caught using Codex