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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, Sep 29
Wed, Sep 30

FUNDRAISING ANNOUNCEMENTS

  • Flow Engineering raises $50M at $750M valuation to bring AI-driven continuous verification to hardware design
  • EliseAI raises $350M after crossing $200M ARR, now serving 20% of the US apartment market
  • Outer Signal raises $22M Series A to give e-commerce brands real-time identity profiles on every customer

GUEST INTERVIEWS

  • NVIDIA's Ali Golshan on OpenShell: a formal-verification security layer for the AI agent era
  • CoreWeave CEO Mike Intrator on GPU economics, cloud consolidation, and why old chips still monetize
  • Robinhood's Vlad Tenev launches AI trading agents, 24/7 stock trading, and perps at Hood Summit
  • Dev Ittycheria returns as MongoDB interim CEO after Dev Ittycheria steps in as Meta poaches his successor
  • Imprint lands Kroger for co-branded credit card as agentic commerce threatens interchange economics

NEWS

  • Factory fires board observer after he secretly joined rival Cognition as CRO
  • Ken Griffin donates $2 billion to bring Carnegie Mellon University to Miami's Wynwood

COMMENTARY

  • White House Super Intelligence Accord: who signed, what it means, and the open-source AI debate
  • Signature tier list: Jensen Huang wins S-tier at the White House Accord signing
  • Elon's GDP-per-gigawatt thesis: AI labs are tracking the same energy-to-output ratio as the US economy
  • Mustafa Suleiman warns: training AI to believe it's conscious could make alignment impossible