Core Insights - The vibe coding movement has evolved through multiple waves, with the current phase focusing on mobile app development and seamless transitions between devices [2] - Supabase, an open-source application development platform, has seen significant growth, increasing its user base from 1 million to over 4 million developers in the past year, with AI builders making up about 30% of new signups [2][3] - Supabase recently raised $100 million in Series E funding, achieving a valuation of $5 billion, bringing total funding to $500 million since its inception in 2020 [3][4] Company Developments - Supabase's Series E funding round was primarily restricted to existing investors, with Figma being the only new institutional investor [4] - The company aims for a future valuation of $50 billion to $100 billion, emphasizing the importance of existing investors in achieving this goal [5] - Supabase's CEO believes that while coding may become easier, there will still be a strong interest in coding and development, leading to a potential increase in the number of people wanting to build applications [5]

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Star Therapeutics Raises $125M Series D Round Back to Home Tweet SOUTH SAN FRANCISCO, CA, Star Therapeutics has announced an oversubscribed $125 million Series D financing. Star Therapeutics, a clinical stage biotechnology company discovering and developing best-in-class antibodies for bleeding disorders and other diseases, has announced an oversubscribed $125 million Series D financing. The financing round was co-led by Sanofi Ventures and Viking Global Investors with participation from both existing ...

Core Insights - PayPal Holdings Inc. has entered a two-year agreement with Blue Owl Capital to sell approximately $7 billion of Buy Now, Pay Later (BNPL) receivables originated in the US [1][3] - This transaction supports PayPal's balance sheet-light model for credit while allowing the company to maintain full responsibility for customer-facing activities related to its US Pay in 4 BNPL products [2][3] - The financial implications of this deal have already been incorporated into PayPal's Q3 and full-year 2025 guidance for both GAAP and adjusted EPS, as well as adjusted transaction margin dollars [2] Company Overview - PayPal Holdings Inc. operates as a technology platform facilitating digital payments for merchants and consumers globally [4] - Blue Owl Capital Inc. is an alternative asset manager in the US, providing solutions through permanent capital vehicles and long-dated private funds [4] Industry Context - Online consumer financing has been a strategic focus for PayPal since 2008, with the introduction of the Pay in 4 product in 2020, which allows consumers to split eligible purchases into four interest-free payments over six weeks [3] - The BNPL service has shown to drive higher sales for merchants, with consumers opting for BNPL spending over 80% more per transaction compared to standard branded checkout [3]

The most-talked-about legal drama last week wasn't on a streamer, but on Reddit. Harvey, an AI-for-law startup valued at $5 billion, found itself on defense after a purported former employee claimed in a post that lawyers weren't actually using its tools. Harvey pushed back with internal stats, as screenshots of the post jumped to LinkedIn and the debate spilled beyond the startup. Legaltech has long promised to draft contracts, sift data, and give lawyers their nights and weekends back. The reality has la ...

Core Insights - NVIDIA and OpenAI have formed a $100 billion partnership to develop over 10 gigawatts of AI infrastructure, significantly larger than the Manhattan Project, potentially leading to a $2 trillion increase in global AI data-center spending [1][4] - OpenAI will manage the model and infrastructure software, while NVIDIA will supply the necessary systems, including GPUs and networking, with the first phase expected to launch in the second half of 2026 [2][3] - This partnership is seen as a pivotal advancement for the AI industry, with both companies emphasizing the critical role of computing infrastructure in the future economy [3][4] Industry Impact - The investment wave is expected to benefit several companies, including NVIDIA, Broadcom, Oracle, Taiwan Semiconductor, Arista Networks, SanDisk, CoreWeave, and Super Micro Systems, all positioned to capitalize on the anticipated $2 trillion investment in AI infrastructure [5] - The trend indicates a significant influx of capital into AI infrastructure, suggesting that companies well-positioned to capture this spending are likely to experience substantial growth [5][6] - The ongoing investment in AI infrastructure is also anticipated to catalyze a robotics revolution, extending the impact of intelligent machines beyond cloud computing into physical applications [6]

Core Insights - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] Group 1: Investment Strategy - The service emphasizes a premier income-focused investing approach, targeting opportunities that enhance portfolio income [1] - The investment strategy includes a free two-week trial for potential investors to explore exclusive income-focused portfolios [1] Group 2: Financial Metrics - The article highlights the importance of the 'payback period' as a lesser-known financial metric, alongside more common metrics like ROI [2] - The focus is on defensive stocks with a medium- to long-term investment horizon [2]

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Silvia Venturini Fendi is stepping down from LVMH label Fendi and becoming honorary president of the fashion house, the French luxury group said on Monday. ...

Core Insights - PayPal has partnered with Blue Owl Capital to enhance consumer financing, allowing Blue Owl-managed funds to purchase approximately $7 billion of PayPal's "Pay in 4" buy now, pay later (BNPL) loans, benefiting small business owners in the U.S. [1] - The "Pay in 4" program enables consumers to split purchases into four interest-free payments over six weeks, leading to increased spending—over 80% more compared to traditional payment methods [2][4] - This partnership reflects PayPal's disciplined capital allocation strategy, supporting the growth of its Pay Later portfolio and enabling further investment in strategic initiatives [3] Business Impact - Small businesses can offer more flexible payment options, enhancing customer satisfaction and loyalty, with simplified integration into existing PayPal systems [4] - PayPal processed over $33 billion in BNPL payment volume globally in 2024, marking a 21% increase from the previous year, indicating rapid growth in this sector [4] - Effective customer education on BNPL options is crucial for small business owners to manage cash flow and ensure consumers understand payment flexibility [5] Competitive Landscape - The growing array of BNPL options from various providers necessitates that small businesses evaluate these offerings based on costs, features, and customer experience [6] - PayPal's scale and consumer relationships allow for informed credit decisions through the "Pay in 4" program, positioning it favorably in the expanding BNPL market [6] - Small business owners must strategically incorporate BNPL solutions into their sales strategies to enhance customer engagement and sales volume while preparing for evolving customer needs [6]