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  • OpenAI’s Atlas Browser Takes Off, Samsung Goes XR, Fal AI Hits $4B, DraftKings Gets Into Prediction Markets, Sesame & ShopMy Raise Mega Rounds

OpenAI’s Atlas Browser Takes Off, Samsung Goes XR, Fal AI Hits $4B, DraftKings Gets Into Prediction Markets, Sesame & ShopMy Raise Mega Rounds

OpenAI enters the web game, Samsung jumps into XR, Fal AI rockets to a $4B valuation, DraftKings doubles down on data, and Sesame & ShopMy keep venture capital buzzing.

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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…

🧠 OpenAI launched Atlas, a ChatGPT-powered browser that redefines how users search, chat, and create online.

🥽 Samsung + Google unveiled the Galaxy XR headset, their first joint step into the spatial computing race.

🤖 Fal AI, a multimodal AI infrastructure startup, raised at a $4B valuation, becoming one of the hottest names in next-gen compute.

💬 Sesame, founded by the Oculus team, raised $250M and launched its conversational AI beta.

💄 ShopMy secured $70M at a $1.5B valuation, expanding its creator-commerce engine.

🎯 DraftKings acquired Railbird, a predictions platform, enhancing its AI-powered sports analytics.

⚙️ Meta + Blue Owl Capital are co-building a $27B AI data center campus, a new landmark in private tech infrastructure.

🧑‍🚀 Top Deals You Can’t Miss

1️⃣ Fal AI – Raised at a $4B valuation, defining the frontier of multimodal AI infrastructure.

2️⃣ Sesame $250M round from top-tier investors to scale conversational AI.

3️⃣ ShopMy $70M at a $1.5B valuation, powering the creator-commerce boom.

4️⃣ DraftKings – Acquisition of Railbird to supercharge its predictive data and AI-driven betting capabilities.

🧠 Dopamine Dealflow

🌳 Series B+ & Growth

  • Fal AI, a multimodal AI startup, raised at a $4B valuation, fueling expansion in generative infrastructure.

  • Sesame, a conversational AI startup founded by the Oculus team, raised $250M in growth funding and launched its beta.

  • Uniphore, a Palo Alto-based business AI company, closed its $260M Series F round.

  • Electra Therapeutics, a South San Francisco-based biotechnology company, raised $183M in Series C funding.

  • ShopMy, a NYC-based creator commerce platform, raised $70M in funding at a $1.5B valuation.

  • Hyro, a NYC-based responsible AI agent platform for healthcare, raised $45M in growth funding.

  • Anrok, a San Francisco-based tax compliance platform, raised $55M in Series C funding.

  • Chemify, a Glasgow-based deep-tech company digitizing molecule creation, raised $50M in Series B.

  • PleoPharma, a Phoenixville-based company developing cannabis-related treatments, raised $36M in Series B.

  • CurbWaste, a NYC-based waste management software platform, raised $28M in Series B.

  • Defakto, a Palo Alto-based identity security company, raised $30.75M in Series B.

  • VitriVax, a Boulder-based vaccine formulation company, raised $17.25M in Series B.

  • ENA Respiratory, a Melbourne-based antiviral company, raised $22.4M in Series B.

  • Throne Labs, a Washington DC-based smart restroom infrastructure company, raised $15M in Series B.

🚀 Series A

  • Starbridge, a govtech startup, raised $42M in Series A led by Craft Ventures and David Sacks.

  • Arbor Energy, an El Segundo-based clean power company, raised $55M in Series A.

  • Findem, a San Francisco-based AI talent management solution, raised $51M in Series A.

  • Sumble, an AI-powered sales intelligence platform, raised $38.5M in Series A.

  • ChipAgents, a Santa Barbara-based AI platform for chip design, raised $21M in Series A.

  • Estuary, a NYC-based real-time data platform, raised $17M in Series A.

  • Streetbeat, a Palo Alto-based AI investing platform, raised $15M in Series A.

  • Gravwell, a Minneapolis-based analytics company, raised $15.4M in Series A.

  • Acelab, a NYC-based building materials data platform, raised $13.5M in Series A.

  • Acoru, a Madrid-based anti-fraud startup, raised €10M in Series A.

🌱 Seed & Early Rounds

  • Letterhead, a Miami-based newsletter operating system, raised $34M in seed funding.

  • Moonshot AI, a NYC-based AI web automation platform, raised $10M in seed funding.

  • Ampa, a Palo Alto-based neurotech startup, raised $8.5M in Pre-A.

  • Shuttle, an AI deployment startup, raised $6M in seed funding.

  • Bronto, a Dublin-based log data platform, raised $14M in seed funding.

  • Tesser Payments, a NYC-based stablecoin payments startup, raised $4.5M in seed funding.

  • Printr, a chain-abstracted memecoin launchpad, raised $4.5M in early-stage funding.

🤝 Strategic, M&A & Undisclosed

💸 VC Funds Raised & Raising

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📚 Read of the Day

🧠 OpenAI Launches Atlas Browser With Built-In ChatGPT

OpenAI takes on Chrome and Edge with a browser powered by its conversational model.

What Happened:
OpenAI has launched Atlas, a new web browser that deeply integrates ChatGPT into the browsing experience. Users can chat with webpages, summarize content, and generate real-time insights without switching tabs. The launch positions OpenAI to compete directly with Microsoft and Google in search and browser markets.

The Product Pitch:
Atlas blends traditional browsing with AI copiloting. Users can ask ChatGPT to perform actions, find data, or generate content directly on the page.

Powered By:
Atlas runs on OpenAI’s latest GPT-5 architecture, supporting multimodal reasoning and developer APIs for AI-native web apps.

Why It Matters:
OpenAI is evolving from a model provider to a full consumer platform company. The move challenges Google Search and Microsoft Edge and signals a future where browsing itself becomes conversational.

📰 News You Don’t Want To Miss

🧠 OpenAI unveils Atlas browser with built-in ChatGPT – A new AI-powered browser integrating ChatGPT for real-time assistance.

🥽 Samsung + Google debut Galaxy XR headset – The duo’s first mixed-reality device challenges Apple Vision Pro.

🚀 SpaceX opens Starlink laser tech to partners – Musk’s company will license its laser-link satellite network to others.

🎭 YouTube launches deepfake detection tools – The platform adds tech to identify unauthorized likeness use.

💰 Microsoft CEO Nadella earns $96.5M – His compensation rises as Microsoft leads in AI.

🏗️ Meta + Blue Owl fund $27B AI data center – One of the largest private AI infrastructure projects to date.

⚙️ Meta cuts staff in AI division shake-up – The company restructures its generative AI teams.

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