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VOICE ARCHIVE

Shai Goldman

@shaig
95 posts
2026-02-10
Databricks just raised at 25x in the private market only one public software company is traded above that, Palantir at 37x
2026-02-10 View on X
CNBC

Databricks raised $5B in equity financing and $2B in debt at a $134B valuation and says its annualized revenue crossed $5.4B for the January quarter, up 65% YoY

Databricks said Monday it has raised $5 billion in funding and $2 billion in new debt capacity at a $134 billion valuation.

2026-01-26
I've been in the startup game for a minute, there is a very wide delta between private market valuation & public valuations , especially at this moment. Worth a read if you are a founder who is raising.
2026-01-26 View on X
SaaStr

Many AI founders now find it necessary to raise at valuations requiring absolute domination of the field; Brex, once valued at $12B, shows the downsides of this

Capital One just announced it's acquiring Brex for $5.15 billion.  An incredible, top .1% “exit” in less than 10 years …

2026-01-25
I've been in the startup game for a minute, there is a very wide delta between private market valuation & public valuations , especially at this moment. Worth a read if you are a founder who is raising.
2026-01-25 View on X
SaaStr

Many AI founders now find it necessary to raise at valuations requiring absolute domination of the field; Brex, once valued at $12B, shows the downsides of this

Capital One just announced it's acquiring Brex for $5.15 billion.  An incredible, top .1% “exit” in less than 10 years …

2025-08-23
looks like Apple has capitulated on AI and now in talks with Google/Alphabet about leveraging Gemini crazy that Apple fumbled a 15 year head start on AI with their 2010 acquisition of Siri
2025-08-23 View on X
Bloomberg

Sources: Apple is in talks with Google about using Gemini to power a revamped Siri; Google has started training a model that could run on Apple's servers

new Siri has three personalities.  One is Claude, one is ChatGPT, the other is Gemini.  —  problem solved.  or perhaps you just built Perplexity 😅 [embedded post] Cam / @camsavage0...

been using Siri heavily the past week as my phone was broken and was relying on Siri on watch it could barely function with very simple commands they have massive distribution , so that game isn't over but surprising they are so behind at this point
2025-08-23 View on X
Bloomberg

Sources: Apple is in talks with Google about using Gemini to power a revamped Siri; Google has started training a model that could run on Apple's servers

new Siri has three personalities.  One is Claude, one is ChatGPT, the other is Gemini.  —  problem solved.  or perhaps you just built Perplexity 😅 [embedded post] Cam / @camsavage0...

2025-07-31
Figma will IPO tomorrow raising $1.2B at a $19B valuation VCs with the largest ownership %: Index - 16.8% Greylock - 15.7% Kleiner Perkins - 14.0% Sequoia - 8.7%
2025-07-31 View on X
CNBC

Figma priced its US IPO at $33 per share, above its expected range of $30 to $32, raising $1.2B in the offering and valuing the company at $19.3B

Jordan Novet / CNBC :

2025-03-25
Israel tech scene and crypto is on a roll
2025-03-25 View on X
Bloomberg

eToro files for an IPO, seeking to list as ETOR on the Nasdaq, and reports $12.6B in 2024 revenue, ~96% of which was from cryptoassets, and a $192M net income

Presentation of Financial Information  —  Our audited consolidated financial statements … Emily Jarvie / Proactive : eToro targets $4.5B valuation in Nasdaq IPO Nicholas Kitonyi / ...

2025-03-15
Klarna just filed for their IPO The fintech pipeline is strong : Stripe, Chime, Revolut , Plaid, etc Hopefully it is a start of a fintech IPO wave https://www.sec.gov/...
2025-03-15 View on X
Bloomberg

Klarna files for a US IPO, with plans to list on the NYSE under KLAR, seeking to raise at least $1B and reportedly targeting a valuation of more than $15B

Klarna Group Plc filed publicly for a US initial public offering in what could be one of the year's biggest financial company listings.

2025-03-04
$0 to $2B in revenue in 4 years 👀 CoreWeave [image]
2025-03-04 View on X
CNBC

Cloud-based Nvidia GPU provider CoreWeave files for an IPO on the Nasdaq under CRWV and says 2024 revenue was up 737% YoY to $1.92B and it had an $863M net loss

CoreWeave, a provider of cloud-based Nvidia processors to companies including Meta and Microsoft, is headed for the public market.

2024-12-17
Databricks is Raising $10B Series J Investment at $62B Valuation company is close to $3B revenue run rate 20x forward revenue multiple, higher than any other public cloud company [image]
2024-12-17 View on X
Wall Street Journal

Databricks raised $10B from a16z, Thrive, and others at a $62B valuation, among the largest VC raises in history; documents show Databricks has $2.6B in revenue

As CEO of Databricks, Ali Ghodsi has performed a series of ‘strategic surgeries’ to make his company one of the fastest-growing startups in Silicon Valley

2024-10-06
That is a crazy 180 in a few months
2024-10-06 View on X
Axios

Ben Horowitz says he and his wife plan to make a “significant” personal donation to Kamala Harris' campaign; Horowitz and Marc Andreessen endorsed Trump in July

tech oligarchs depend heavily on their access in washington, so will do everything they can to keep it.  a16z desperately wants washington to legitimize crypto, so they can get a r...

2024-10-05
That is a crazy 180 in a few months
2024-10-05 View on X
Axios

Ben Horowitz says he and his wife plan to make a “significant” personal donation to Harris' campaign; Horowitz and Marc Andreessen endorsed Trump in July

- At the time, President Biden was still running for reelection. … - He notes that he and Felicia have known Harris …

2024-07-25
tired: pivot from web3 to AI wired: pivot from EV to AI
2024-07-25 View on X
Bloomberg

Elon Musk's X poll asking whether Tesla should invest $5B in xAI ends with 67.9% voting yes, after Musk said on Tesla's earnings call that he supported the idea

- CEO takes poll on whether EV maker should back his startup  — The two companies have intermingled on procurement, recruiting

2024-01-16
Can I buy it for $0 and relaunch ?
2024-01-16 View on X
Axios

Uber shuts down alcohol delivery service Drizly, which had operated “independently within the Uber family” since its $1.1B acquisition three years ago

Drizly did what seemed like the impossible in alcohol retailing, innovate and digitize a highly fragmented and regulated category. …

2023-11-21
Imagine getting 72% of your workforce to revolt
2023-11-21 View on X
Bloomberg

Ilya Sutskever and over 700 out of ~770 OpenAI staffers sign a letter saying they may quit and join Sam Altman unless the board resigns and reinstates Altman

- Majority of OpenAI employees sign letter seeking new board  — Board member Ilya Sutskever is among the signatories

2023-11-20
Imagine getting 72% of your workforce to revolt
2023-11-20 View on X
TechCrunch

Satya Nadella says Sam Altman, Greg Brockman, and OpenAI staff will join Microsoft's new “advanced AI research team” and Microsoft remains committed to OpenAI

Microsoft has hired OpenAI co-founders Sam Altman and Greg Brockman to head up a “new advanced AI research team,” …

2023-10-29
😂 Keith Rabois commentary on Vivek Ramaswamy [image]
2023-10-29 View on X
TechCrunch

Q&A with Founders Fund GP Keith Rabois on why the VC firm halved its newest fund, investing in online wholesale marketplace Faire and jobs board Traba, and more

Connie Loizos / TechCrunch :

2023-10-17
tldr on WebSummit: the day the Jews/Israeli massacres were taking place, Oct 7, the Founder of WebSummit was criticizing Israel, rather than saying anything about Hamas. For 7 days after the massacre, he continued his effort against Israel, without saying a word about Hamas. He...
2023-10-17 View on X
Telegraph

Israel plans to boycott Europe's biggest tech conference, Web Summit, after the event's co-founder accused Israel of war crimes, as many tech companies pull out

given all the tweets @paddycosgrave has been liking over the last few days. I saved several of them on the attached google doc (so we have a record when the @WebSummit PR team asks...

2023-09-05
he starts off saying he is against anti-semitism but the story ends with him blaming a Jewish organization for his ad revenue falling off a cliff another twist of the story, he says he is pro free speech, except when free speech is directed towards his advertisers [image]
2023-09-05 View on X
TechCrunch

Elon Musk threatens to file a defamation suit against the ADL for “falsely accusing” X and him of being antisemitic, and blames the ADL for X's US ad sales drop

In the newest uproar you might have missed, Elon Musk says X, formerly Twitter, will file a defamation lawsuit against the Anti-Defamation League.

2023-07-03
growth hacking is back! 😤 https://twitter.com/...
2023-07-03 View on X
Waxy.org

A developer says Twitter appears to be DDoSing itself via a Twitter web app JavaScript bug, which could be tied to Elon Musk's emergency blocks and rate limits

For anyone keeping track, this isn't even the first time they've completely broken … Nick Heer / Pixel Envy : Tweets Are Now Login-Walled  —  Like Šime Vidas, I have often linked o...