Ups

The Early Scale: Simile raises $200M at $2B valuation to predict human behavior before AI gets it wrong

Simile doubles to a $2B valuation in five months. Industrial AI moves from pilot to production hardware at Emerson, FOBA, and Mitsubishi. And B2B ecommerce is already reshaping how industrial buyers buy. Here is what operators and marketers need to do about it.

The Early Scale: Tesla and SpaceX commit $16.8B to build Terafab, their own Texas chip factory

Tesla and SpaceX commit $16.8B to Terafab. UPS says its restructuring is done after cutting half its Amazon volume. Siemens Healthineers and Cleveland Clinic ink a 10-year alliance. Plus: AI is now the first gatekeeper in B2B procurement, and most suppliers aren't in the room.

The Early Scale: Palantir Rockets 29% on 'Otherworldly' Commercial Revenue

Palantir surges 29% on "otherworldly" commercial AI revenue. UPS and PayPal both raise guidance on the same day, crediting restructuring. Meanwhile, $500/MWh power spikes and CenterPoint's raised capex plan signal energy risk is becoming a real supply chain concern.

The Early Scale: Uber Burns Its AI Budget in Four Months, Starbucks Kills Its AI System After Nine

Uber burned its AI budget in four months. Starbucks killed an AI system after nine. Toyota moved a factory. And YC just flooded construction with a dozen new startups. Here's what sharp operators do with all of it.

Pursuing the Impossible: The New Space Race with Firefly Aerospace Co-Founder Eric Salwan

Many companies set out to do something hard. Firefly Aerospace set out to do the impossible. After 10 years and several existential moments, Firefly did what no private company ever had: in 2025, it successfully landed on the Moon. Before Firefly, only countries had ever landed on the Moon—and it took extraordinary national effort…

Debt Doesn’t Have to be a Four-Letter Word: The Venture Debt Alternative to Equity Financing (Part 2)

Strategic investors can shape company growth differently than traditional equity backers, making debt financing a powerful lever for maintaining operational ind