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  • Meta Connect 2025 Steals the Show, Nvidia’s $5B Intel Bet, & Colossal’s De-Extinction Moonshot 🦣🐺

Meta Connect 2025 Steals the Show, Nvidia’s $5B Intel Bet, & Colossal’s De-Extinction Moonshot 🦣🐺

Meta doubles down on XR at Connect 2025, Nvidia shocks with a $5 billion Intel investment, and Colossal fuels biotech’s boldest swing at a $10.3 billion+ valuation.

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Your dose of daily dealflow, essential VC & tech trends to know. The biggest moves in venture, all in one place. Celebrating startups, founders, and funders.

🧑‍🍳 Let’s get right into it…

🎤 Meta Connect 2025 showcases Hyperscape, Ray-Ban Gen 2, Oakley Vanguard, and Display Glasses — a full-stack XR push.

💰 Nvidia makes a $5B investment in Intel, betting on rival chip capacity.

🦣 Colossal Biosciences hauls in $320M Series C to fuel its de-extinction moonshot.

🥛 Slate Milk secures $23M Series B as it scales its high-protein chocolate milk to 20K+ stores.

🛍️ Phia raises $8M Seed for its AI shopping agent backed by Kleiner Perkins and A-list investors.

🎧 Airbuds lands $5M Seed from a16z + Seven Seven Six for its social music app.

🚁 Uber is testing drone food delivery again with Flytrex in U.S. pilot markets.

🏢 Workday to acquire Sana for $1.1B, adding AI-powered HR automation tools to its suite.

💻 Atlassian acquires DX in a $1B deal, boosting its developer productivity suite.

🧑‍🚀 Top Deals You Can’t Miss

1️⃣ NvidiaIntel – $5B strategic investment, a rare move into a direct rival’s chip business.


2️⃣ Colossal Biosciences – $320M Series C to fund its de-extinction moonshot and biotech expansion.

3️⃣ Slate Milk – $23M Series B to expand its high-protein chocolate milk to 20K+ retail stores.

4️⃣ Phia – $8M Seed for an AI shopping agent, backed by Kleiner Perkins and A-list investors (Sandberg, Bieber, Rubin, Blakely, Jenner).

🧠 Dopamine Dealflow

🌳 Series B+ & Growth

  • Colossal Biosciences (Dallas, TX) – $320M total Series C after $120M add-on; de-extinction and biotech moonshots.

  • Slate Milk (Boston, MA) – $23M Series B; high-protein chocolate milk expanding to 20K+ stores.

  • Nvidia Intel – $5B investment; strategic capital infusion into rival chipmaker.

  • PassiveLogic (Salt Lake City, UT) – $74M Series C; generative autonomy for buildings.

  • Splash Financial (Cleveland, OH) – $70M+ Series C; AI-powered student loan marketplace.

  • Imagine Pediatrics (Nashville, TN) – $67M Series B; virtual + in-home pediatric care.

  • Omnea (London, UK) – $50M Series B; AI-native procurement orchestration.

  • Markup AI (NYC) – $27.5M funding; content guardian AI.

🚀 Series A

  • Genomines (Paris, France) – $45M Series A; plant-based metal farming.

  • Ultralytics (London, UK) – $30M Series A; vision AI at the edge.

  • Irregular – $80M Series A; securing frontier AI models.

  • Omni Design Technologies (Milpitas, CA) – $35M+ Series A; Wideband Signal Processing for AI data.

  • Rec (San Francisco, CA) – $11M Series A; rec-tech platform backed by athletes + VCs.

  • Birches Health (NYC) – $20M Series A (with prior Seed component); gambling addiction treatment platform.

🌱 Seed & Early Rounds

  • Phia (NYC) – $8M Seed; AI shopping agent backed by Kleiner Perkins, Sandberg, Bieber, Rubin, Blakely, Jenner.

  • Airbuds (San Francisco, CA) – $5M Seed; music social app backed by a16z + Seven Seven Six.

  • Upscale AI (Palo Alto, CA) – $100M+ Seed; AI networking for hyperscale; Mayfield + Maverick Silicon co-led.

  • Mueon (Portland, OR) – $15.5M Seed; AI semiconductors; led by Intel Capital.

  • Turnout (San Diego, CA) – $21M Seed; AI-powered consumer services.

  • Ray Security (Tel Aviv, Israel) – $11M Seed; predictive data security platform.

  • GridStrong (NYC) – $10M Seed; automating electric grid compliance + ops.

  • Synthesize Bio (Seattle, WA) – $10M Seed; biological foundation models for gene expression.

  • XL Batteries (Marlborough, MA) – $7.5M Seed; energy storage tech.

  • Moby (NYC) – $5M Seed; democratizing Wall Street-grade research.

  • Senpi (Miami, FL) – $4M Seed; AI wallet services.

  • TeachMe.To (San Diego, CA) – $3M Seed+; local lessons booking marketplace.

  • Eagl (Ghent, Belgium) – €825K Seed; automating accounting + controlling workflows.

🤝 Strategic, M&A & Undisclosed

  • Workday Sana – $1.1B acquisition; adding AI-powered HR automation tools into its enterprise software suite.

  • Atlassian DX – $1B acquisition; adds developer productivity platform to its suite.

  • Onar HoldingJuice – Cash + stock acquisition; fintech consolidation deal.

  • Mongoose Software (NYC) – Funding from Vertical Venture Partners; healthcare experience platform.

  • Bria (NYC) – Series B extension; enterprise visual generative AI PaaS.

  • Character Biosciences (Jersey City, NJ) – Undisclosed Series B extension; precision medicine company.

  • Vie Ventures (Boston, MA) – Launched Therapeutics Advisory Council; bridging VC + disease philanthropy.

📈 IPOs / Direct Listings / Issuances / Block Trades

💸 VC Funds Raised & Raising

Founders: Want to be featured on @tradedvc? → traded.co/submit/vc

📚 Read of the Day

💰 Nvidia’s $5B Bet on Intel

What Happened:
In a surprise move, Nvidia is investing $5B into Intel, despite being direct rivals in the chip race.

Why It Matters:
This signals a rare coopetition strategy — Nvidia needs Intel’s advanced fabs and capacity to meet surging AI demand. For investors, it shows how supply chain constraints are reshaping alliances even among the fiercest competitors.

🎤 Meta Connect 2025

What Happened:
Meta’s annual Connect event put XR and AI at the center of its roadmap, showing off how it plans to merge physical and digital worlds.

What Did They Come Out With:

  • Ray-Ban Gen 2 smart glasses with upgraded cameras + AI.

  • Oakley Vanguard ($499) performance glasses for athletes with Strava + Garmin support.

  • Display Glasses with in-lens AR and a wristband controller.

  • Hyperscape, a tool that scans real-world spaces and converts them into VR.

📰 News You Don’t Want To Miss

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