Top Stories
Oracle cited "force majeure" at its New Mexico Stargate site, giving itself room to delay payments if pipeline construction and permits push back the planned 2028 launch, another warning that AI’s buildout hinges on scarce power infrastructure. — CNBC
Anthropic is reportedly seeking approval to give its seven co-founders 50.1% voting control ahead of a potential IPO, preserving founder authority while leaving board elections outside their command. — TradingView
Meta unveiled mobile and browser tools that turn prompts into Horizon games, then distribute them through Facebook and Instagram. — The Verge
PrismML adapted its compressed, open-weight Bonsai model for Qualcomm’s smart-glasses chips, enabling real-time visual-based prompts without the cloud. — TechCrunch
Microsoft unveiled a unified Copilot app spanning workplace chat, no-code app creation, and autonomous agents. — The Verge
Top Funding Announcements
OpenEvidence — The AI medical search platform raised $250M from Andreessen Horowitz and hospital systems at a $15B valuation to expand its physician-focused diagnostic and treatment tools. — Business Insider
Precision Neuroscience — The brain-interface startup raised a $250M Series D co-led by Pershing Square to advance clinical trials, secure further FDA approvals, and prepare its surface-mounted implant for commercialization. — Tech Funding News
Row Zero — Databricks acquired the scalable cloud spreadsheet startup for an undisclosed sum, aiming to pair familiar spreadsheet workflows with secure enterprise data and AI agents. — TechCrunch
Lightspeed India Partners V — Lightspeed is targeting $250M for its fifth India fund, backing early-stage AI startups across India and Southeast Asia with its existing regional investment team. — TechCrunch
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This Week in Startups
Timestamps:
0:00 What seed rounds looked like then: Fitbit's $2M seed
2:38 Jenny's Techstars NYC years and the two-unicorn mug
7:14 All-In Summit: Trump calls Jensen Huang onstage. Staged or not?
8:19 P(doom) roundtable + Dave's AI sovereign wealth fund prediction
9:31 Northwest Registered Agent - Got a new business idea? Northwest Registered Agent helps you bring it to life. Get a free domain, email, phone number, and more - with no purchase required! Learn more at https://www.northwestregisteredagent.com/twistdomain
12:58 The AI intel error that nearly triggered a US-China incident
17:07 "McClure's Law": a human with AI is the real risk
19:22 Odoo - The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist
21:00 Stripe + OpenRouter: an anti-fraud play, not a routing play?
22:30 Seed valuations: median $8M (2017) to $28M today
23:21 Instinct: $2.5B to a reported $10B in weeks
29:12 Rippling - Thanks to our partners at Rippling! Head to https://Rippling.ai/twist and get the only AI built to give you full visibility across your startup and take complex actions across your entire business.
43:24 Opus 5.5 vs. GPT-6 Sol: the same-day price war
46:14 Gun to your head: open-weight models or frontier labs?
50:23 Secondaries: the top 30 names vs. everyone else
51:53 Why fintech and healthcare are
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