West Coast Equity Partners

09/11/2026

Nasdaq Invests $100M in Kraken at $21B Valuation

Deutsche Börse's April stake implied a $13.3 billion valuation. Five months on, Nasdaq is paying at $21 billion.

08/28/2026

Socure Secures $156M at $5.2B Valuation, Acquires AI Fraud Investigation Startup Fravity

https://news.crunchbase.com/venture/socure-raises-acquires-agentic-ai-startup-fravity/

Identity verification and fraud prevention company Socure announced Thursday that it raised $156 million in a strategic growth investment valuing it at $5.2 billion. The Incline Village, Nevada-based company also says it is acquiring agentic AI startup Fravity, which will be incorporated into its Ri...

07/20/2026

ApexData Says Billions in AI Compute Go Unused, and Pitches a Fix

With AI infrastructure spending projected at $450 billion this year, the startup ApexData is launching RidgeScope, a tool it says can diagnose why costly GPU training runs underperform—using telemetry alone.

07/09/2026

SpaceXAI Unveils Grok 4.5, Pitching Lower Costs and ‘Opus-Class’ Performance

SpaceXAI released Grok 4.5, its first major model since going public, arguing it can match top rivals while running faster and at sharply lower token prices. Elon Musk called it “Opus-class,” positioning the system against Anthropic and OpenAI as a busy week of releases accelerates.

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SpaceXAI released Grok 4.5, its first major model since going public, arguing it can match top rivals while running faster and at sharply lower token prices. Elon Musk called it “Opus-class,” positioning the system against Anthropic and OpenAI as a busy week of releases accelerates.

07/01/2026

U.S. Lifts Export Curbs on Anthropic’s Top A.I. Models After Weeks of Talks

The Commerce Department dropped a licensing requirement that had effectively shut off public access to Anthropic’s Mythos and Fable models abroad. The reversal follows an agreement for expanded security monitoring and closer coordination with federal officials.

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The Commerce Department dropped a licensing requirement that had effectively shut off public access to Anthropic’s Mythos and Fable models abroad. The reversal follows an agreement for expanded security monitoring and closer coordination with federal officials.

06/16/2026

SpaceX Strikes $60 Billion Deal for Cursor, Seeking an AI Reset After IPO

SpaceX said it will acquire the AI coding startup Cursor in a $60 billion all-stock deal, days after its IPO, as it races to strengthen an AI division roiled by controversy and restructuring.

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SpaceX said it will acquire the AI coding startup Cursor in a $60 billion all-stock deal, days after its IPO, as it races to strengthen an AI division roiled by controversy and restructuring.

06/12/2026

SpaceX Sets $135 IPO Price, Poised to Become the Biggest Stock Debut on Record

SpaceX said it priced its initial public offering at $135 a share, raising $75 billion and surpassing Saudi Aramco’s 2019 record. The listing could also propel Elon Musk toward a milestone no individual has reached before: trillionaire status.

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SpaceX said it priced its initial public offering at $135 a share, raising $75 billion and surpassing Saudi Aramco’s 2019 record. The listing could also propel Elon Musk toward a milestone no individual has reached before: trillionaire status.

06/02/2026

Anthropic Quietly Files for I.P.O., Signaling a New Peak for the A.I. Boom

Anthropic, the maker of the Claude chatbot, has filed confidentially for an initial public offering after a $65 billion funding round that valued it near $1 trillion, intensifying a high-stakes race with OpenAI and other would-be tech giants.

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Anthropic, the maker of the Claude chatbot, has filed confidentially for an initial public offering after a $65 billion funding round that valued it near $1 trillion, intensifying a high-stakes race with OpenAI and other would-be tech giants.

06/01/2026

The company said Monday it has filed confidentially for an IPO.

06/01/2026

Anthropic said it has confidentially filed for a $1tn-plus initial public offering on Monday, setting up a three-way race with OpenAI and SpaceX.

https://www.ft.com/content/4f82f41c-24e7-4323-899a-17a04badd29e

The AI company closed a $65bn funding round last week valuing it at $900bn