Julian Lim

Julian Lim · Jun 3, 2026

Cyera is testing how far AI security valuations can run

Cyera has reportedly raised $300 million at a $12 billion valuation, only months after reaching $9 billion. The round shows how investors are pricing AI data security as infrastructure, even as valuation multiples raise harder questions about growth and losses.

---

Julian Lim · Jun 3, 2026

Microsoft sets a 2029 target with Majorana 2

Microsoft says Majorana 2 is 100 times more reliable than its first topological quantum chip and targets useful quantum machines by 2029. The claim is significant, but scientists still want more reproducible data before treating the roadmap as proven.

---

Julian Lim · Jun 2, 2026

Amazon faces a privacy test over Ring’s facial recognition feature

Amazon’s Ring is facing a proposed class action over its Familiar Faces facial recognition feature. The case raises a larger question for consumer AI: whether a device owner’s opt-in is enough when bystanders are the ones being scanned.

---

Julian Lim · Jun 2, 2026

Withings Is Turning the Smart Scale Into a GLP-1 Care Device

Withings has launched BodyFit, a $279.95 smart scale built for people using GLP-1 drugs who need to monitor muscle and fat loss. The bigger story is how GLP-1 demand is pulling consumer devices, telehealth and data-driven care into one connected market.

---

Julian Lim · Jun 2, 2026

Impulse Space raises $500 million to build a fleet of space tugs that move satellites where rockets cannot

Impulse Space closed a $500 million Series D at a $4.26 billion valuation on June 2, 2026, co-led by 137 Ventures and Banner VC. The company, founded by original SpaceX engineer Tom Mueller, builds orbital transfer vehicles that move satellites between orbital destinations after launch. The round will fund up to 200 new hires, with leadership explicitly positioning the company against AI-driven automation of engineering roles.

---

Julian Lim · Jun 2, 2026

Bernie Sanders wants the government to own half of OpenAI and Anthropic and the AI industry is already pricing in the risk

Senator Bernie Sanders introduced the American A.I. Sovereign Wealth Fund Act, proposing a one-time 50 percent equity tax on OpenAI, Anthropic, and xAI that would give the federal government board seats and voting shares. The bill dropped the same day Anthropic confidentially filed for an IPO, forcing the industry to treat legislative risk as a line item rather than a footnote.

---

Julian Lim · Jun 2, 2026

Pavel Durov is bringing back Gram and with it every loaded memory that name carries

Pavel Durov has announced Toncoin will be rebranded to Gram, restoring the original name of Telegram's $1.7 billion token that the SEC killed in 2019. The move accompanies Telegram formally taking control of The Open Network, becoming its largest validator and consolidating the company's identity with its blockchain layer at a time when the network's payments infrastructure is hitting its stride.

---

Julian Lim · Jun 2, 2026

Anthropic's Claude Opus 4.8 outpaces GPT-5.5 on benchmarks while making AI agents smarter and more honest

Anthropic's Claude Opus 4.8, released May 28 2026, beats GPT-5.5 on key benchmarks including a 69.2% score on SWE-bench Pro and a 27-point USAMO math leap. Dynamic Workflows can orchestrate up to 1,000 parallel subagents, while a new honesty architecture makes it the first Claude model to score zero percent on uncritically reporting flawed results. Pricing is unchanged from Opus 4.7.

---

Julian Lim · Jun 1, 2026

JetBrains opens Mellum2 as coding AI moves closer to the IDE

JetBrains has open-sourced Mellum2, a 12 billion parameter coding model designed for fast software engineering workflows. The release shows how IDE-native AI could become a competitive answer to Copilot, Cursor and larger API-first coding agents.

---

Julian Lim · Jun 1, 2026

Mecka AI turns robot training data into a startup category.

Mecka AI has raised $60 million to build human-sourced training data for humanoid robots. The deal shows that robotics data infrastructure is becoming its own venture category, separate from robot hardware and foundation models.

---

Julian Lim · Jun 1, 2026

AI borrowing is starting to reshape the global bond market

Big technology companies are using global bond markets to fund the AI infrastructure race. That pushes AI risk beyond equity investors and into credit portfolios, where cash flow and repayment timelines matter more than market excitement.

---

Julian Lim · Jun 1, 2026

ChatGPT is testing a small fix for long conversation threads

ChatGPT appears to be testing an in-thread navigation tool for some web users. The change is small, but it points to a larger product battle around making long AI conversations easier to manage and reuse.

---

Julian Lim · Jun 1, 2026

Nvidia pushes deeper into enterprise AI with Nemotron 3 Ultra

Nvidia is turning its AI advantage into a fuller enterprise stack.

---

Julian Lim · Jun 1, 2026

SoftBank's AI bet is testing Toyota's hold on Japan's market crown

SoftBank's surge toward Toyota's market value shows how AI infrastructure has become a country-scale investment theme. Investors are rewarding exposure to OpenAI, Arm and Stargate, but the next test is whether those bets can produce durable cash flows.

---

Julian Lim · Jun 1, 2026

Washington is closing an offshore route for Nvidia AI chips

The U.S. Commerce Department is extending AI chip controls to Chinese-linked entities operating outside China. That raises compliance risk for cloud providers, data centers and hardware resellers while making Nvidia’s Asia revenue outlook harder to read.

---

Julian Lim · Jun 1, 2026

EQT is betting that infrastructure can still pull in giant checks

EQT has set a EUR 21 billion target for EQT Infrastructure VII, equal to about $24.5 billion. The raise will test whether institutional investors still want mega-scale infrastructure exposure as AI data centers, power demand and digital networks reshape private markets.

---

Most Read