Ventures firm guiding technology startups from Menlo Park
Anthropic CEO Dario Amodei has published an essay calling for a deliberate slowdown in frontier AI development and has committed Anthropic to embed third‑party evaluators with employee‑level access. OpenAI’s Sam Altman and xAI’s Elon Musk have publicly backed the proposal, markets and lawmakers are reacting, and President Donald Trump has rejected a slowdown.
SpaceX has announced a senior unsecured notes offering to raise about $20 billion to refinance a bridge loan and fund expanding AI infrastructure, including Starship and Starlink. The move follows a record IPO and large cash reserves, but faces scrutiny over negative free cash flow and high capital needs.
Cyera will integrate Oasis’s technology for managing non-human identities into its data security platform, strengthening protection as AI agents proliferate across enterprise systems. The deal follows Oasis’s $195 million funding and Cyera’s aggressive acquisition spree. The collaboration aims to unify data protection with identity governance in the AI era.
Lovable has secured a $400 million Series C led by Menlo Ventures and Scaleup Europe Fund as it reports $500 million in annualized revenue and 60 million projects on its platform. The Stockholm-based startup also notes in-house AI capabilities and a multiyear Google Cloud deal, signaling rapid growth and expanding backend needs. This is a developing story.
World-models firms are racing to monetize spatial-intelligence tech, with AMI Labs and World Labs pursuing business cases while keeping product plans under wraps. The field shows promise for robotics, gaming and manufacturing, though profitability remains uncertain as companies seek practical applications.