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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.

Wed, Sep 23
Thu, Sep 24

FUNDRAISING ANNOUNCEMENTS

  • Solcoa Industries raises $75M to build America's first rare earth metals plant in Nevada, targeting samarium shortage in defense

GUEST INTERVIEWS

  • Siblings launch AI infrastructure security startup Secure Acceleration, targeting model theft, sabotage, and rogue agent escapes
  • Public.com launches AI agents for prediction markets — but only for events that can actually move your portfolio
  • TypeSafe AI founder Diogo Almeida on a viral launch he calls 'above the 100th percentile' — and why structured AI decisions are the missing layer
  • SemiAnalysis ClusterMAX 3.0: CoreWeave still the gold standard, Nebius reaches platinum, and why reliability gaps between neo clouds span minutes to days
  • Pioneer Labs engineers a microbe that eats Mars dirt and produces bioplastics for building houses — a first step toward terraforming

NEWS

  • Australia accuses OpenAI of hacking government files — but it was just unlisted URLs scraped by a rogue agent
  • Flock Safety weighing a sale amid ongoing PR crisis over license plate surveillance
  • Bentley launches its first EV, the Torcal SUV, as it battles slowing China demand and VW group headwinds
  • Porsche developing flat-eight successor to the 918 Spyder at a suspected $575,000 price tag

COMMENTARY

  • Meta Connect 2026: Muse agent, $1,300 VR glasses, and why Zuck's strategy finally clicks