New ideas for a new world…
Last Funding Round/Valuation
Series E (Jan 2026) raised $20B
@ $240B Valuation
xAI was recently bought out by SpaceX
@ $250B valuation
Founder Elon Musk has positioned xAI as a fierce and disruptive force in AI infrastructure and human reasoning LLMs. With Open AI clearly in Musk’s crosshairs, xAI has made a habit of eating it’s rivals’ lunch.
Not only did xAI shatter what was possible by building the world’s largest, most powerful supercomputer in only 122 days, but Musk has proudly just released the newest version of their flagship LLM “GROK-4” which has proven to be an absolute killer, vastly outperforming Open Ai’s Chat GPT-5, Sonnet AI, Mistral AI’s Le Chat, Anthropic’s Claude 3.7, Deepseek’s R1, and every other LLM by a wide margin.
Founded in 2010, Automation Anywhere has been perfecting AI for the better part of two decades. As our most mature holding, Automation Anywhere provides agentic AI RPA software.
With a client list to die for, including tech titans such as Amazon, Google, Salesforce, and Microsoft, it’s no wonder that the company finds itself profitable 6 consecutive quarters in a row, while more than doubling net revenues year over year. That is a torrid pace of growth for a company that was founded more than 15 years ago.
We believe the company is in the final stages of finalizing a key acquisition of C3ai, and will file to go public via an IPO shortly.
Last Funding Round/Valuation
Series G (Feb 7, 2021) raised $200M
@ $6.8B Valuation
Automation Anywhere is in late stage talks to acquire C3ai, long awaited IPO expected after merger.
Cerebras Systems is simply the hottest AI chip company on the planet. Being dubbed as “The Nvidia killer” isn’t exactly easy to live up to, but Founder Andrew Feldman is more than used to it, and up to the task.
Cerebras’ flagship WSE-3 Wafer chips have proven to be a mind boggling 57x faster than the standard GPUs made by Nvidia, at a fraction of the cost. Recent chip deals with industry titans Open AI, Amazon, Meta, IBM, and G42 position the company perfectly ahead of their upcoming IPO.
Last Funding Round/Valuation
Series H (Feb 2026) raised $1B
@ $23B Valuation
Cerebras has confidentially filed for their much anticipated IPO.
Founded in 2010, Stripe has emerged as an innovative force in online payments, challenging traditional financial systems with its user-friendly solutions and AI driven technology.
Currently powering over 90% of the Fortune 100, Stripe boasts an elite roster of clients such as Amazon, Salesforce, Shopify, IBM, Ford, BMW, Proctor & Gamble and Home Depot.
Last Funding Round/Valuation
Tender offer (Feb 2026)
@ $159B Valuation
Founded in 2017, Anduril Industries is a true disruptor in every sense of the word. Fresh off a record $1 Billion DOD contract win for their Autonomous Drone Program called RoadRunner, they are the fastest growing defense company in the world today.
Their flagship product, the "Lattice" platform, revolutionizes border security with real-time situational awareness. By fostering collaboration and open architecture, Anduril is reshaping the defense industry and redefining the possibilities of technology in safeguarding nations.
Last Funding Round/Valuation
Series G (March 2026) raised $4B
@ $60B Valuation
Anduril is looking for an acquisition.
Anthropic is a game-changing force in Artificial Intelligence software, human-like chat-bot interfaces and AI platform integration.
Founded when AI rockstar siblings Dario and Daniella left Open AI to blaze their own path, Anthropic has quickly taken the world by storm.
Their LLM Claude 3.7 is so advanced, tech giants Amazon and Google literally tripped over themselves to invest in the company. They now enjoy a $12 Billion war chest, which will allow them to push the boundaries of AI capabilities.
Last Funding Round/Valuation
Series G (February 2026) Raised $30B
@ $380B Valuation
Anthropic is in early preparations for an IPO listing, slated as early as this fall.
Shield AI is simply the fastest growing defense contactor in the world. They are the leader in fully autonomous AI systems, drone-swarm warfare capabilities, as well as surveillance and combat capable VTOLs, which are used by the U.S. Government, Air Force, Navy, DOD, Pentagon, and our allies. Their mission is to protect service members and civilians from threats with unmatched intelligent systems.
Last Funding Round/Valuation
Raised $2B (March 2026)
@ $12.7B Valuation
* We view Shield AI as a strong M&A target