Accel

Supabase has raised $500M at a $10B valuation In this round we are giving @supabase employees the opportunity to cash out 25% of their vested options. We have done this in every round since inception. We do it as a “cashless transaction” so that employees don’t need to front any cash to exercise their options. This is the friendliest way we could design it until we can offer RSUs. On top of that, we give employees a 10 year exercise window: whether they stay or leave the company. The typical/default window is 3 months. IMO, equity is earned and employees shouldn't be penalized because they don't have the cash to exercise within 3 months of leaving a job (often that's the time they need the cash/certainty the most).

VoidZero is joining Cloudflare today. I’m really happy for @evanyou and the team. I’ve admired Evan’s work since long before I met him (Vue days!), so getting to be a small part of this journey has been insanely fun. Excited for what they’l build next! Blog post below.

We threw a poker tournament for the top minds in AI. Shoutout @cognition, @cursor_ai, @perplexity_ai, @anthropicAI, @openAI, @thinkymachines, @midjourney, @tryramp, @xAI, and more who came to the table. Huge thanks to @Accel for co-hosting. Already excited for the next one. ♠️

The wait is over for every business who’s wanted to treat every customer like they’re the only one. Today we're proud to be named to the 2026 @CNBC Disruptor50 2026 list. Thank you to our customers, team, and partners who’ve supported us every step of the way.

Happy Tuesday. On today's show: - @rogerlynch (Condé Nast) - @DoombergT (Anon) - @sahirjaggi (Forus) - @samdblond (Monaco) - @kevinhartz (A*) - @alexshander03 (Judgement Labs) - @itsglenwise (Cinder) See you on the stream.

Exclusive: Mind Robotics, the startup founded by Rivian Chief Executive RJ Scaringe, raised an additional $400 million from investors, the latest bet on an AI-powered bot revolution in manufacturing on.wsj.com/4ttmxpP

Today we’re introducing Forus and announcing $160M to build the foundation for modern medicine. Science should be the only limit to medicine. Today it isn’t. Drug discovery is moving faster, but the system that turns it into real-world treatment isn’t. forus.com/blog/forus-ann…

Today we're launching the Open Defense Initiative: up to $5 million in @depthfirstlabs credits for critical open source projects to find and fix real, exploitable vulnerabilities. The timing matters: frontier models can autonomously discover and exploit vulnerabilities in widely-reviewed codebases. Open source models will catch up soon, and when they do, bad actors will have unfiltered access to these capabilities. We have a narrow window to harden critical software before that happens. This is the time to act, but until today frontier-level security, like what Mythos offers, has been reserved for a handful of large companies who are required to pay a lot for access. depthfirst is not only comparable in performance but also goes significantly beyond surface level findings, highlighting real, exploitable vulnerabilities due to its understanding of the system’s context and ability to verify like an attacker would. depthfirst found vulnerabilities in FFmpeg that Mythos missed, at a tenth of Anthropic's self reported spend. We want every defender to have these capabilities, starting with the open source projects the world runs on. If you maintain a critical open source project, apply for Open Defense credits through the form in the comments.