/
Navigation
C
Chronicles
Browse all articles
C
E
Explore
Semantic exploration
E
R
Research
Entity momentum
R
N
Nexus
Correlations & relationships
N
~
Story Arc
Topic evolution
S
Drift Map
Semantic trajectory animation
D
P
Posts
Analysis & commentary
P
Browse
@
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
?
Concept Search
Semantic similarity search
!
High Impact Stories
Top coverage by position
+
Sentiment Analysis
Positive/negative coverage
*
Anomaly Detection
Unusual coverage patterns
Analysis
vs
Rivalry Report
Compare two entities head-to-head
/\
Semantic Pivots
Narrative discontinuities
!!
Crisis Response
Event recovery patterns
Connected
Nav: C E R N
Search: /
Command: ⌘K
Embeddings: large
VOICE ARCHIVE

Cory Weinberg

@coryweinberg
87 posts
2025-12-26
The AI startup exit winners of 2025 are Groq, Scale AI, and CoreWeave - 3 companies that a lot of VCs avoided.
2025-12-26 View on X
Bloomberg

Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently

anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Ov...

The AI startup exit winners of 2025 are Groq, Scale AI, and CoreWeave - 3 companies that a lot of VCs avoided.
2025-12-26 View on X
The Information

Sources: Nvidia's licensing deal with Groq, which has raised ~$1.8B, includes payouts to Groq's key execs and investors, including BlackRock and Tiger Global

Nvidia stunned Silicon Valley on Wednesday by agreeing to pay about $20 billion to license technology from Groq …

2025-12-25
The AI startup exit winners of 2025 are Groq, Scale AI, and CoreWeave - 3 companies that a lot of VCs avoided.
2025-12-25 View on X
Bloomberg

Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently

Nvidia Corp. agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected …

2025-03-29
Ah, startup momentum optics vs financial engineering: CoreWeave opened trading just above its Series C price ~a year ago.  What wasn't in the press release though was that those investors (the biggest are Coatue and Magnetar) can force a share repurchase from CRWV
2025-03-29 View on X
CNBC

CoreWeave closes flat at $40 in its Nasdaq debut; CoreWeave's offering is the largest US IPO since UiPath's NYSE debut in 2021

CoreWeave's stock opened at $39 and closed at $40 in its Nasdaq debut on Friday after the company sold shares at $40 a piece, below the expected range.

2025-03-20
Bankers have been trying to get to a CoreWeave valuation in the $30B range. They're planning to sell less stock than expected, and look at that—the mid-point valuation is right around $30B. Everyone is watching this one. [image]
2025-03-20 View on X
Reuters

Filing: CoreWeave is aiming to raise up to $2.7B in its US IPO at a valuation between $27.4B and $32B, selling 49M shares for $47 to $55; Nvidia owns 5.96%

CoreWeave is targeting a valuation of up to $32 billion on a fully diluted basis in its U.S. initial public offering, as the Nvidia …

2024-10-03
OpenAI's fundraising haul is closing this week, arming the chaotic startup with enough cash to extend its lead. A credible CFO amid staff turnover and huge losses seems essential. Newsy profile of Sarah Friar, who “gives investors a lot of comfort”: https://www.theinformation.com/ ... [image]
2024-10-03 View on X
Axios

OpenAI raised $6.6B led by Thrive Capital, the largest VC deal of all time, valuing it at $157B, with participation from Microsoft, Nvidia, SoftBank, and others

- Not taking part, a source confirms, is Apple, which reportedly had been in talks to invest.

2024-07-09
I've done a lot of work on this startup because I think it represents both the promise and potential perils of AI investing. + it represents a bit of a paradox: they're the humans behind automation. I keep an open mind on its future. Tips: Signal me 561 818 3915
2024-07-09 View on X
The Information

How Scale AI's $13.8B valuation from May 2024's $1B funding round is almost certainly too high, given below-average margins, a reliance on few clients, and more

Cory Weinberg / The Information : Threads: @paul_rietschka . X: @coryweinberg and @coryweinberg Threads: Paul Rietschka / @paul_rietschka : This company with its high school gradu...

I've done a lot of reporting on Scale AI lately but was still left scratching my head about its valuation. I got the numbers and tried to make an argument why investors should probably discount it more. https://www.theinformation.com/ ... [image]
2024-07-09 View on X
The Information

How Scale AI's $13.8B valuation from May 2024's $1B funding round is almost certainly too high, given below-average margins, a reliance on few clients, and more

Cory Weinberg / The Information : Threads: @paul_rietschka . X: @coryweinberg and @coryweinberg Threads: Paul Rietschka / @paul_rietschka : This company with its high school gradu...

2024-04-19
M&A SCOOP: Cyber startup Lacework, once valued at $8.3B, in talks to sell itself to privately held Wiz for as little as $150M. Kind of a wild example of M&A to come in the cybersecurity startup world, an area that VCs poured money into in recent years https://www.theinformation.com/ ...
2024-04-19 View on X
The Information

Sources: cloud security startup Wiz is in advanced talks to acquire competitor Lacework for $150M-$200M; Lacework raised $1.8B and was valued at $8.3B in 2021

From $8.3 billion valuation to $200M (only a 2x multiple on $100M ARR)? … Ehsan Arami : Wiz in deep negotiations to acquire Lacework.  Very curious on people thoughts about this.  ...

2024-04-17
Overly simplistic and not a perf comparison, but: This Rippling valuation would be ~32x trailing ARR... fellow SaaS company Rubrik is about to price its IPO at 7.5x trailing ARR. (Another caveat: don't know if there's structure, etc, etc)
2024-04-17 View on X
TechCrunch

Sources: HR tech startup Rippling plans to close a Series F at a valuation as high as $13.4B, after a $200M injection plus $670M in shares sold by stockholders

TechCrunch :

2024-04-11
TikTok created its own payments tech, w/ the help of JPMorgan, so it could avoid giant fees. But HSBC discovered deficiencies in the money laundering controls" at ByteDance. The company then lied about it to Irish regulators. by @MichaelRoddan https://www.theinformation.com/ ...
2024-04-11 View on X
The Information

Sources: ByteDance misled the Central Bank of Ireland in early 2023, after HSBC shut down the company's bank accounts following a money laundering probe

2024-03-22
Ah, IPO froth is back. Reddit opening at $8.7B looks a little silly? https://www.reuters.com/... [image]
2024-03-22 View on X
Bloomberg

Reddit closed up 48%, at $50.44/share, in its NYSE debut, valuing the company at ~$9.5B on a fully diluted basis, just shy of its $10B valuation in August 2021

even for y'all. Rat King / @mikeisaac : apparently Reddit's IPO included the first bell-ringing carried out by a “non-human entity” — in this case, the alien Snoo [image] Trevor Sc...

2024-02-21
they went for the king and missed https://www.theinformation.com/ ...
2024-02-21 View on X
The Information

Emails: Sequoia Capital retracted its request to remove Michael Moritz as chairman of Klarna's board; Sequoia partner Matthew Miller is leaving Klarna's board

2024-02-09
Mickey Mouse down round https://www.theinformation.com/ ...
2024-02-09 View on X
The Information

Source: Disney's $1.5B investment in Epic Games will give Disney a 9% stake in Epic at a valuation of $22.5B, down ~29% from its 2022 valuation of $31.5B

Disney's $1.5 billion investment in Epic Games values the Fortnite maker at $22.5 billion, a person familiar with the matter said.

2023-12-19
Can Figma avoid the curse of failed startup acquisitions? Its business has been humming along over the past year and it now has a huge cash pile, giving it a better chance. We have numbers. https://www.theinformation.com/ ...
2023-12-19 View on X
The Information

Sources: Figma expects to finish 2023 with $600M+ in ARR, up 40%+ YoY, and is considering selling employee shares in a secondary offering in the coming months

Cory Weinberg / The Information :

Can Figma avoid the curse of failed startup acquisitions? Its business has been humming along over the past year and it now has a huge cash pile, giving it a better chance. We have numbers. https://www.theinformation.com/ ...
2023-12-19 View on X
Reuters

Adobe and Figma end their $20B merger, announced in September 2022, over “no clear path” to EU and UK antitrust approval; Adobe owes Figma a $1B termination fee

Adobe (ADBE.O) on Monday shelved its $20 billion cash-and-stock deal for cloud-based designer platform Figma …

2023-12-09
More startups deaths https://www.theinformation.com/ ...
2023-12-09 View on X
The Information

a16z-backed D2iQ, a cloud infrastructure startup formerly known as Mesosphere, is shutting down; D2iQ raised $250M and was valued at $775M in 2018

Andreessen Horowitz-backed D2iQ, a cloud infrastructure startup formerly known as Mesosphere and which was once popular with software developers, is shutting down.

2023-11-14
Brex targeting 2025 IPO, per @matousekmark, who also got deets on recent revenue slowdown. https://www.theinformation.com/ ...
2023-11-14 View on X
The Information

Internal Brex data: Q3 annualized net revenue hit $283M, up 1% QoQ, and the company is far from profitable, as the growth spurt after SVB's collapse trails away

Mark Matousek / The Information : Bluesky: @caseynewton.bsky.social . X: @coryweinberg Bluesky: Casey Newton / @caseynewton.bsky.social : I wonder if looking back Brex would still...

2023-09-20
It's been: 🗓️ 4,100 days since Apoorva Mehta founded Instacart 🗓️ 1,287 days since the pandemic started 🗓️810 days since it tried to sell to DoorDash 🗓️496 days since it confidentially filed for an IPO But, at long last, our national nightmare is over: Instacart is public. [image]
2023-09-20 View on X
CNBC

Instacart closed up 12.33% in its Nasdaq debut, valuing the grocery delivery company at just over $11B; Instacart was valued at $39B in March 2021

It's been: 🗓️ 4,100 days since Apoorva Mehta founded Instacart 🗓️ 1,287 days since the pandemic started 🗓️810 days since it tried to sell to DoorDash 🗓️496 days since it confidentially filed for an IPO But, at long last, our national nightmare is over: Instacart is public. [image]
2023-09-20 View on X
Forbes

An interview with Instacart founder and former CEO Apoorva Mehta on Instacart's beginnings, his board exit, his reluctance to take the company public, and more

and today he cut all ties with the company Reuters : Instacart set to be valued at nearly $13 bln in Wall Street debut Ari Levy / CNBC : Instacart closed up 12.33% in its Nasdaq de...