Launchbay Capital

🚀 "The Perfect Couple in AI?" xAI and Nvidia might just be the power duo to watch! Elon Musk's xAI is reportedly in talks to raise funds that could push its valuation to an astounding $40 billion, with Nvidia looking like the strategic investor front-runner. From funding battles to next-gen chip designs, it’s been a big week across tech: 🟢 Meta and OpenAI are shaking up search, sparking acquisition buzz around Perplexity. ⚙️ OpenAI’s partnership with Broadcom and TSMC means its custom AI chips are now in the pipeline, showing how dominant public players are in the chip space. 🌐 AI unicorn Sierra Technologies hits a $4.5 billion valuation, setting a high bar for revenue multiples and raising questions on growth expectations. Catch up on the major shifts influencing tech private companies in this week's edition! 🔥 #PrivateEquity #TechNews #AI #Funding #xAI #Nvidia #OpenAI #Meta #Search

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Our weekly digest is here, covering the key events shaping the private tech landscape. It’s been another dynamic week! #TechNews #PrivateMarkets #AI #VentureCapital #StartupInsights #Innovation #TechUpdates #WeeklyDigest

Here's the third article in our series on the Growth of High Liquidity Private Companies—this time focusing on the rapid expansion of AI Infrastructure firms. We delve into the unique challenges this sector presents for investors, the strategies they use to navigate these complexities, and how the evolving secondary market plays a crucial role in managing risk. #AIInfrastructure #PrivateMarkets #SecondaryInvesting #TechGrowth #HighLiquidity #InvestmentStrategies #VentureCapital #AIGrowth

We're excited to announce that our weekly newsletter is now live on LinkedIn! This week, we're diving into how private data centers are stepping into the Big Tech AI race, Stripe's interest in stablecoins, and thoughts on Perplexity's new funding round. We'd love to hear your insights—share your opinions in the comments! #AI #TechNews #PrivateMarkets #DataCenters #VentureCapital

🚀 Databricks has launched Databricks Apps – a game-changer for enterprise developers! Now in public preview, this new feature allows teams to rapidly build production-ready AI and data applications with ease. The tool provides a template-based experience, enabling users to integrate their preferred data and frameworks into functional apps directly within the Databricks environment. This move strengthens Databricks' position in the enterprise AI space, addressing key challenges in AI adoption and offering a more accessible, integrated platform for development. 💡 #launchbay25 #AI #Data #EnterpriseAI #Databricks #TechInnovation #AIApplications #DataEngineering #DigitalTransformation #AIAdoption #MachineLearning

🌐 Semiconductors are at a crossroads: Three key trends to watch! 🚀 Last week, pivotal events unfolded that could accelerate three transformative trends in the semiconductor market: 1️⃣ Multi-cloud strategies are gaining momentum, with OpenAI's shift to Oracle driving major clients to diversify their cloud setups. 2️⃣ Cross-border investments face new hurdles, as Cerebras postpones its IPO amid national security reviews of its UAE-based investor. 3️⃣ Stripe & Nvidia team up, paving the way for global expansion in the AI ecosystem. #Semiconductors #CloudComputing #AI #VentureCapital #Investing #TechInnovation #GlobalExpansion #AIInfrastructure #PrivateEquity #VC

Reuters reports that Cerebras Systems is likely to postpone its IPO due to delays in a U.S. national security review concerning UAE-based tech conglomerate G42’s minority investment in the AI chipmaker, according to sources on Tuesday. Just saying—several secondary deals for Cerebras are available on our platform. https://lnkd.in/ePJEUP5i #CerebrasSystems #SecondaryMarket #InvestmentOpportunities #AIMarket #VentureCapital #TechInvesting #PrivateMarkets #IPO

Epic Games scored a major win against Google in court yesterday, potentially reshaping the Android app store landscape. For the next three years, Google can no longer force app developers to use its payment system for in-app purchases. Plus, Google must stop blocking rival app stores from Android devices and allow other stores to be available on Google Play. This is a big blow for Google, as it earns a significant cut (15-30%) from Play Store transactions, which accounted for 20% of Alphabet's operating income in 2019. Despite a 2.5% dip in Google’s stock, investors haven't fully grasped the long-term impact of these antitrust challenges—but it's clear this ruling could hit their profits hard. For Epic Games, this opens several revenue-boosting opportunities: 😃 Lower App Store Fees: Epic can bypass Google's 15-30% cut by using its own payment system, increasing their earnings. 👍 More Distribution Options: Epic can distribute apps directly to users or via rival stores, avoiding extra fees. 🧑💻 Attracting Developers: Epic’s store could gain traction as developers seek lower costs and more freedom, expanding its ecosystem and revenue. It’ll be interesting to see how secondary investors respond in valuing Epic Games’ shares after this ruling. #launchbay25 #EpicGames #Google #Antitrust #Android #AppStore #SecondaryMarket #TechInvesting #VentureCapital #Innovation #GameDevelopment #TechNews #InvestmentInsights #VC

🚨 Cybersecurity unicorn Snyk posted impressive numbers in 2023, with revenue growing by 50% to $220 million and a significant 33% reduction in losses, down to $176 million from $267.3 million. 📉 The company cut its workforce by 10%, reducing just over 100 employees and bringing the total headcount to around 1,100. This move also trimmed the wage bill by 5%. Snyk had previously reduced its workforce by 12% in 2022. In the secondary market, Snyk is now valued at $6.45B, reflecting a 13% discount from its last primary valuation. Here's how its revenue growth and implied valuation stack up against high-liquidity peers in the cybersecurity sector: #Cybersecurity #SaaS #VentureSecondaries #PrivateMarkets #Tech