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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, Oct 13
Wed, Oct 14
Thu, Oct 15

FUNDRAISING ANNOUNCEMENTS

  • Fragment raises from FirstMark to build programmable money infrastructure for AI agents
  • ICON raises $200M Series D from Baillie Gifford and BlackRock to scale 3D-printed homes at half the wall-system cost
  • Modal raises at $15.75B valuation with Cognition, Ramp, Suno, Runway, and DoorDash as customers

GUEST INTERVIEWS

  • Erewhon's Chief Growth Officer reveals membership drives over half of revenue and tech stack is fully in-house with 10 engineers
  • Wilder Market launches in Miami as premium neighborhood grocery with Major Food Group as founding investor
  • MIT mathematician John Urschel: math is not solved by AI — the field is expanding faster than ever
  • Attio launches hybrid agentic architecture to let AI agents work inside CRM data with full guardrails
  • Bezos vs. Musk: The Atlantic breaks down the four-rung ladder to vertical integration of the space economy
  • Valence founder demos Spectre, an anti-recording device for the post-OpenAI-spy era, targeting enterprise meeting rooms

NEWS

  • OpenAI uncovers a $15 spy recorder hidden behind a TV in an executive conference room
  • Apple launches HomeView smart hub and LG partnership, but hosts say it's the least exciting Apple launch in years
  • Xbox launches Labs initiative to explore vibe coding, decompiled games, and new distribution models

COMMENTARY

  • Are your devices actually listening? The LG TV spyware allegations and the ad-targeting conspiracy that won't die