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Arfur Rock
@ArfurRock
anon GP at your favorite multi-stage VC // OS intel for the private markets
5.5K Following    40.5K Followers
Crazy to say but in-between writing and publishing, this article is already stale. Micro1 is actually at $700M RR now.
FT reports Anthropic's $2T October IPO target this morning. Few hours later, opposition research drops on Dario's wife. Funny timing. I'm sure it's a coincidence.
The internet has been so scrubbed of references to Dario Amodei’s wife, Cami Clark, that if you Google her, you get a picture of his sister instead. Not even Claude can say if he’s married. But she has been an influential force in his career, introducing him to Eric Schmidt, one of Anthropic’s first investors, with whom she had previously been in a three-year relationship, and serving as a key sounding board and networker. To get to this point, she overcame much: dropping out of college, a brief early marriage when she was 20 to a man more than 40 years her senior, a bankruptcy and an entrepreneurial path that included trying to get Jeffrey Epstein to invest in her “revolutionary porn company.” w/ @LukeJKummer
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Sequoia and KP tripling down on leading Profound Series D at $1.8B. Series C at $1B just earlier this year where both firms participated. Congrats!
The way we search the internet is changing for the first time in decades. Are you a part of the conversation?
In other semis news, Fidelity & Amplify are leading a new ~$200M Series C @ $1.3B in SiMa. Previously raised $85M led by Maverick in Aug '25. Congrats!
BIG news for Physical AI! We’re proud to announce $85M in new funding to accelerate our vision and scale Physical AI — bringing our total raised to $355M. Led by Maverick Capital with new participation from StepStone Group, this round fuels global expansion and continued AI innovation across robotics, automotive, industrial automation, aerospace & defense, healthcare, and more. #PhysicalAI# #EdgeAI# #SiMaai# #AIHardware# #FundingNews# #MLSoC# #GenerativeAI#
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Series B from Robot & USV @ ~$1.5B? Congrats :)
A trillion tokens isn't cool. You know what's cool?
Preempted at $4B now btw.
is ~$60M ARR, up ~6x since Jan (!!). Devs love droids.
Wait until they learn about the Bohemian Club.
More than 200 of the world's elites registered for a retreat whose agenda runs from panels on cult-building and sex to prepping for World War III. An associated app offers matchmaking.
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Sabi, the beanie BCI company, is getting preempted for ~$35M at $500M Apparently ~$200M of LOI from B2B customers. Product out end of year. Big if true!
you can now control things with your brain. literally. we're building the most wearable BCI on the planet, with @sabi, backed by @khoslaventures @accel @initialized & @kevinweil. we collected the world’s largest neural dataset and trained the most capable Brain Foundation Model. then we invented a new class of biosensors powered by custom ASICs. type without typing. click without clicking. a cap that lets your brain do the work. we’re sabi.
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Mach is really flying. They've ~$200M of booked YTD, tracking to ~$550M+ for '26, up from effectively $0 '25. Wouldn't be surprised if there's another large round before EOY. Congrats to @Mach_Industries!
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Defense tech darling Mach Industries hits $1.8B valuation, a 4x jump in a year
<$1M raised? Thrive writing $100K checks now?
turbopuffer crossed $100M run-rate in March. 19mo after $1M. Profitable & <$1M raised. Cursor・Anthropic・Notion・Cognition・Harvey・Bridgewater・Ramp・Linear・Legora・Superhuman・Atlassian・Granola We’d be nowhere without them. We work like hell to exceed their expectations.
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$25M Series A at $175M post btw. Greenoaks & Lightspeed led. Congrats @JudgmentLabs!
@alexshander03 and the entire @JudgmentLabs team have been quietly pushing the limits these past few months. Thrilled for what’s ahead for this exceptional group—big things are coming. Read more below:
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Weekend develops voice-powered games for your TV. Play Jepordy, Karoke, etc. on Roku/FireTV/Samsung $25M ARR, 7x YoY, closing a $50M round at $500M. Congrats!
It's the weekend, you know what that means! Fire up your TV and let's play! Game night starts on Weekend.
Indeed the year of agents in bio! Latch is at $15M RR, up 5x QoQ. Targeting $130M 2026. Closing a Series B now at $500M.
This is the year of agents in biology. What you're seeing in code is already unfolding in molecular data analysis, reorganizing workflows in basic research and drug development. Path forward is focused benchmarking + engineering scoped to specific types of assays. Just as coding agents had to reliably write JavaScript before they could build a browser, biology agents must first learn to accurately process and interpret concrete measurements, (eg. spatial assays), before they can reason about disease, drug mechanism, or patient response. Our roadmap reflects this progression: procedural skill in analysis -> emergent biological reasoning -> synthesis across data types, translational context, and realistic ambiguity. Towards systems that can eventually support expensive, high-stakes decisions in drug programs or research projects. Diffusion in biology is slower than software and needs to be thought through carefully. We work directly with the teams building measurement tech (eg. TakaraBio and Vizgen) and package assay-specific agents alongside their kits and instruments. Scientists complete sample preparation, then use these tech-specific agents to move from raw data to answers and figures. Our partners white-label our platform; we do not run a direct biotech sales motion. Now hiring rapidly across major assay categories, prioritized by which we believe will contribute most to the area under the molecular data curve over the next several years - Spatial - Single Cell - Epigenomics - Genomics - Perturbation/Screening - Diagnostics Looking for talented scientists and engineers with strong foundations in theory and deep experience in these areas to help us build scientifically accurate agents.
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MITIMCo manages MIT's $27B endowment and is hiring an Investor. Flat structure, generalist mandate, elite team. Incredible opportunity for one of the best seats in institutional investing.
MITIMCo (MIT's endowment investment office) is hiring for an investor role on our team! Please share if you would like to support MIT and MITIMCo One of the really cool things about our job is the unusual team structure that the Global Investment Staff (GIS) has:
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is ~$60M ARR, up ~6x since Jan (!!). Devs love droids.