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VOICE ARCHIVE

Katie Roof

@katie_roof
174 posts
2026-02-26
Large round, could be $9B post money valuation for Saronic. Latest sign that defense tech remains hot
2026-02-26 View on X
The Information

Sources: Saronic, which is building autonomous warships, is raising up to $1.5B at a ~$7.5B pre-money valuation; Saronic was last valued at $3.4B a year ago

2025-12-17
Scoop: Waymo in early talks to raise at a valuation over $100 billion in Q1. Waymo will be getting way more money, billions of dollars, possibly north of $10B https://www.theinformation.com/ ...
2025-12-17 View on X
Bloomberg

Sources: Waymo is in discussions to raise $15B+ led by Alphabet at a ~$100B valuation, up from 45B+ in October 2024, and has a $350M+ annual revenue run rate

Waymo, Alphabet Inc.'s autonomous driving unit, is in discussions to raise more than $15 billion at a valuation near $100 billion …

2025-11-18
Scoop: Databricks in talks to raise at above $130B+ valuation, just months after raising above $100B. Money could be used for acquisitions to further compete with Snowflake etc. w/ @amir https://www.theinformation.com/ ...
2025-11-18 View on X
The Information

Sources: Databricks is in talks to raise funds at a $130B+ valuation, up about 30% from September when it raised a $1B Series K at a $100B valuation

Databricks, a database provider whose tools help customers develop and use AI, is in talks to raise money at a valuation of more than $130 billion …

2025-09-10
Sources say Sequoia invested around $500m in Klarna, dating back 15 years. They retained a more than 20% stake, worth over $3 billion, a more than six-fold return https://www.theinformation.com/ ...
2025-09-10 View on X
The Information

Sources: Sequoia stands to gain ~$2.65B from Klarna's IPO, a six-fold return on its ~$500M total investment, and is selling ~2% of its stake in the IPO

Katie Roof / The Information :

2025-09-05
Nearly every “hot” AI startup from early to late stage is receiving unsolicited term sheets at crazy high valuations. Source says Mercor has received inbound at $10b, 5x the $2b they raised at earlier this year. They are planning a round, but TBD if they'll accept
2025-09-05 View on X
The Information

Source: AI contractor marketplace Mercor has received investment offers valuing it as high as $10B, just six months after raising $100M at a $2B valuation

Katie Roof / The Information :

2025-05-24
We're seeing record billion-dollar startup sales to private strategics with 7 in the past year. OpenAI, Databricks, Stripe are the new buyers
2025-05-24 View on X
Bloomberg

CB Insights: OpenAI's acquisition of Jony Ive's io for $6.5B sets a new record for venture-backed acquisition by a private buyer

Katie Roof / Bloomberg : X: @katie_roof . LinkedIn: Katie Roof X: Katie Roof / @katie_roof : We're seeing record billion-dollar startup sales to private strategics with 7 in the p...

2025-05-06
OpenAI has now agreed to buy Windsurf formerly Codeium for about $3 billion, its largest acquisition yet. Bloomberg first broke the news of talks several weeks ago. Win for Kleiner, General Catalyst, Greenoaks. Scoop with @rachelmetz https://www.bloomberg.com/...
2025-05-06 View on X
Bloomberg

Sources: OpenAI reaches an agreement to acquire Windsurf, an AI coding tool formerly known as Codeium, for ~$3B; Windsurf was valued at $1.25B in August 2024

OpenAI has agreed to buy Windsurf, an artificial intelligence-assisted coding tool formerly known as Codeium, for about $3 billion …

2025-05-03
Are tech IPOs possibly maybe going to come back!? Spark and SoftBank-backed Israeli Robinhood competitor eToro is aiming to launch its roadshow next week, after a month of IPO cancellations following the tariff uncertainty. Scoop: https://www.bloomberg.com/...
2025-05-03 View on X
Bloomberg

Sources: eToro is considering launching its US IPO as soon as next week, after pausing its plans in April amid tariff-related stock volatility

Bloomberg :

2025-03-29
The xAI subsidiary is now valued at $80 billion and the equity value of X is $33 billion, not including the $12B debt. Because X owned part of Xai already, 80 + 33 is not the correct valuation number for the parent company, but it's still above $100b.
2025-03-29 View on X
CNBC

Elon Musk says xAI acquired X in an all-stock deal valuing xAI at $80B and X at $33B; xAI was reportedly in talks to raise funds in February at a $75B valuation

Elon Musk said on Friday that his startup xAI has merged with X, his social network, in an all-stock transaction that values …

New details on the xAI & X merger! Source tells me there is a new parent company called XAI Holdings, valuing combined businesses above $100 billion. The recent X round closed prior to the sale. https://www.bloomberg.com/...
2025-03-29 View on X
CNBC

Elon Musk says xAI acquired X in an all-stock deal valuing xAI at $80B and X at $33B; xAI was reportedly in talks to raise funds in February at a $75B valuation

Elon Musk said on Friday that his startup xAI has merged with X, his social network, in an all-stock transaction that values …

2025-03-25
The irony of deleting my 23andMe data when I'm on my way to meet up with a long lost relative I connected with via its services. They are a big deal in the M&A world and we had already crossed paths, was funny to find out we're related!
2025-03-25 View on X
Bloomberg

23andMe files for bankruptcy to “maximize the value of its business”, and co-founder and CEO Anne Wojcicki steps down; 23andMe was valued at $3.5B in June 2021

Most corporations are not going to look out for your privacy.  And we now have a federal government intent on using your data for bad purposes. Frank Figliuzzi / @frankfigliuzzi : ...

2025-03-22
Venture-backed IPOs that have flipped their filings public (usually meaning the ipo is within the month): Coreweave, MNTN, Hinge Health, Klarna, StubHub
2025-03-22 View on X
Axios

StubHub files for an IPO, with plans to list on the NYSE, and reports a $2.8M loss on $1.77B in revenue in 2024, vs. a $405M profit on $1.37B in revenue in 2023

Secondary Ticketing Sales Up 29% in 2024 Bill Peters / MarketWatch : Referenced Symbols  —  Ticket-resale platform StubHub on Friday said it had filed … Los Angeles Times : Ticket ...

Venture-backed IPOs that have flipped their filings public (usually meaning the ipo is within the month): Coreweave, MNTN, Hinge Health, Klarna, StubHub
2025-03-22 View on X
Bloomberg

A profile of StubHub CEO Eric Baker, who, according to the company's S-1, holds 5.2% of Class A shares but controls over 90% of the votes through Class B shares

This time it isn't concert tickets Eric Baker is selling.  It's shares of StubHub Holdings Inc., the company he co-founded and has owned on and off for a quarter century.

2025-03-18
It's true - Google / Wiz is back on and this time it's actually serious. One source says the deal price is looking close to $33B, which would be $10B more than the $23B Wiz turned down last year https://www.bloomberg.com/...
2025-03-18 View on X
The Verge

Alphabet acquires NYC-based cybersecurity startup Wiz for $32B cash, its largest acquisition yet, pending approval; antitrust fears stalled a $23B deal in 2024

The acquisition is Alphabet's biggest yet, after a $23 billion takeover attempt stalled last year.

2025-03-11
Scoop confirmed, filing is here: https://www.sec.gov/... Largest Hinge Health shareholders: Insight, Atomico, 11.2 Capital, Tiger Global, Bessemer, Coatue
2025-03-11 View on X
Bloomberg

Virtual physical therapy service Hinge Health files for a US IPO, and reports revenue of $390M in 2024, up from $293M in 2023, and a net loss of $11.9M

The following tables set forth our summary consolidated financial data. Ashley Capoot / CNBC : Digital physical therapy provider Hinge Health files for IPO Naomi Li Gan / Tech in A...

2025-02-19
Late night scoop about *this platform* - X is weighing a new financing round that would value it at $44B, same as the take private price in 2022 https://www.bloomberg.com/...
2025-02-19 View on X
Bloomberg

Sources: X is in talks to raise funds at a $44B valuation, matching the price Elon Musk paid for Twitter in 2022, as his proximity to Trump alters X's prospects

- Valuation is the same as Musk's 2022 Twitter acquisition  — Billionaire has recently tapped private markets for big sums

In recent months, she has asked investors for $1B+
2025-02-19 View on X
Axios

Former OpenAI CTO Mira Murati unveils AI startup Thinking Machines Lab, which she's leading as CEO, with Barret Zoph as CTO and John Schulman as chief scientist

- “Instead of focusing solely on making fully autonomous AI systems, we are excited to build multimodal systems that work …

2025-01-03
Car rental platform Turo has wanted to IPO for several years, but hasn't had good luck. First, the window closed for venture-backed IPOs in early '22, right as it was about to debut. Now it's dealing with a PR debacle from the use of its platform to rent the cars involved with
2025-01-03 View on X
Bloomberg

Car rental app Turo, which uses a risk algorithm to screen drivers, was used to book trucks in both fatal New Year's Day incidents in Las Vegas and New Orleans

Bloomberg :

2024-11-11
Exclusive on one of the largest LatAM startups. Uala, a Argentine neobank alternative to Nubank
2024-11-11 View on X
Bloomberg

Argentina-based Ualá, which offers financial services to 8M users, raised a $300M Series E led by Allianz X at a $2.75B valuation, up from $2.45B in August 2021

- Allianz, Soros, others put $300 million into fintech company  — Country's largest startup eyes expansion, eventual IPO

2024-10-29
New details on the big 💰 venture firms like Sequoia and Ribbit made on the $1.1B sale of Bridge to Stripe. I'm told Sequoia made well north of $100m in less than a year! https://www.bloomberg.com/...
2024-10-29 View on X
Bloomberg

Sources: VC firms are set to make hundreds of millions from Stripe's $1.1B Bridge acquisition; Sequoia's nearly 16% stake is worth significantly more than $100M

Katie Roof / Bloomberg :