News from the portfolio.

The latest on the companies in our portfolio, chosen by the desk from the press and the companies' own channels. Updated weekly.

OpenAI

Generative AI

OpenAI launches GPT-6 and Intelligent UI in ChatGPT

8 Oct 2026  ·  Quartz

‘Breathtaking,’ ‘Devastating’: Mathematics Reels After New OpenAI Release

8 Oct 2026  ·  The New York Times

OpenAI’s revenue is reportedly $20 billion less than previously projected

8 Oct 2026  ·  TechCrunch

All 7 updates on OpenAI

SpaceX

Space Infrastructure

Dan Ives Calls SpaceX’s $40B Nvidia Chip Debt Plan a ‘Smart Move’

11 Oct 2026  ·  Barchart

Venezuela president authorizes SpaceX's Starlink to operate in the country

10 Oct 2026  ·  Reuters

SpaceX takes aim at US wireless carriers with spectrum acquisition

9 Oct 2026  ·  Reuters

All 5 updates on SpaceX

Anthropic

Artificial Intelligence

The Attractive Economics Behind Anthropic Data Center Sprint

11 Oct 2026  ·  The Information

How Broadcom’s $42 Billion ‘Loan’ to Anthropic Is a Bet on a $2 Trillion IPO

11 Oct 2026  ·  Barchart

Exclusive: Anthropic breaches spark White House AI reporting mandate

9 Oct 2026  ·  Axios

All 6 updates on Anthropic

xAI

Artificial Intelligence

OpenAI Takes Another Executive from Musk’s SpaceX as It Pushes into Global Sales

8 Oct 2026  ·  Benzinga

Anduril

Defense Technology

GOP senator calls for FCC probe of ABC News over Trump sons-Anduril 'political hit job'

11 Oct 2026  ·  Yahoo

Anduril lands $2.9 billion Navy submarine shipyard contract days after Luckey joins Pentagon weapons group

6 Oct 2026  ·  CNBC

Army awards Anduril contract worth up to $1.8B over five years to expand NGC2

6 Oct 2026  ·  DefenseScoop

Groq

AI Infrastructure

Nvidia's $20 billion Groq deal faces lawsuit alleging startup's stockholders were shortchanged

5 Oct 2026  ·  CNBC

Databricks

Data & AI

Introducing ai_decide: make fast decisions on your governed data

30 Sep 2026  ·  Databricks

Lakebase Search: State-of-the-art full text and vector search for Postgres

28 Sep 2026  ·  Databricks

ByteDance

Technology

Trump Vowed to Wall Off TikTok From China. Did He?

9 Oct 2026  ·  Politico

Meta bans TikTok ads on its platforms in US

8 Oct 2026  ·  Reuters

Justice Department Secures $400 Million COPPA Settlement with TikTok and ByteDance

1 Oct 2026  ·  American Society of International Law

Stripe

Financial Infrastructure

Visa and Mastercard Help Stripe Build Payment Rails for AI Agents

11 Oct 2026  ·  Startup Fortune

Stripe, FedEx team on SMB lending

7 Oct 2026  ·  Payments Dive

FedEx Dataworks and Stripe to Join Forces to Reduce Friction in Global Commerce for SMBs

6 Oct 2026  ·  Business Wire

All 6 updates on Stripe

Harbinger

Electric Commercial Vehicles

See how hard stuff gets built | Field Trips

Video8 Oct 2026  ·  YouTube · Field Trips with Schrep

Mike Schroepfer (Gigascale Capital, former CTO of Meta) tours Harbinger's factory in his Field Trips series.

Watch Inside Harbinger's $300 Million EV Deal

Video8 Oct 2026  ·  Bloomberg

FedEx orders 2,000 electric trucks from Harbinger in $300M deal

30 Sep 2026  ·  TechCrunch

DayOne

Data Centers

DayOne IPO: Data center firm targets 2.3GW capacity by 2028

6 Oct 2026  ·  Data Center Dynamics

Global data center developer DayOne Data Centers files for an estimated $3.0 billion US IPO

5 Oct 2026  ·  Renaissance Capital

Data centre operator DayOne reveals revenue surge in US IPO filing

5 Oct 2026  ·  Reuters

X-energy

Advanced Nuclear

2026 Climate Tech Companies to Watch: X-energy and its helium-cooled nuclear reactors

6 Oct 2026  ·  MIT Technology Review

X-energy Announces Planned Retirement of TRISO-X President Joel Duling

25 Sep 2026  ·  X-energy

TRISO-X Completes Vertical Construction of TX-1 Fuel Fabrication Facility

24 Sep 2026  ·  X-energy