E243: Cerebras 2.8x valuation to $23B + strikes $10B deal with OpenAI; Skild $14B round; 1X new humanoid robot AI-model; Anthropic drops “Cowork”

E243: Cerebras 2.8x valuation to $23B + strikes $10B deal with OpenAI; Skild $14B round; 1X new humanoid robot AI-model; Anthropic drops “Cowork”

14:32 Jan 16, 2026
About this episode
Send a textInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:08 - Cerebras Eyes $23B Post-Money as IPO Nears00:55 - Cerebras Lands $10B OpenAI Capacity Deal Through 202801:29 - Skild’s $1.4B Series C Prices In $14B+ Robot Brain Ambition02:24 - Temporal Nears $5B in Talks as ARR Tops $100M03:00 - Parloa Jumps to $3B Valuation After $350M Series D04:08 - Higgsfield Hits $1.3B After Extending Series A to $130M05:06 - Torq Reaches $1.2B Valuation With $140M for AI SOC Automation05:49 - Etched Scores $500M at $5B as Investors Back Specialized Silicon06:21 - Harmattan Hits $1.4B a Year After Founding on $200M Series B07:13 - X to Open-Source Its Algorithm as Grok Rates 100M+ Posts a Day07:55 - Anthropic Ships HIPAA Claude as 22K Banner Clinicians Adopt08:52 - Anthropic’s Cowork Puts Claude in Your Files With Guardrails and Risk09:38 - OpenAI Leads Merge Labs Seed as Noninvasive BCI Raises $252M10:20 - OpenAI Buys Torch for $100M to Build a Unified Medical Memory11:05 - 1X Holds $10B Valuation as Neo Targets Homes With a World Model12:00 - ElevenLabs Hits $330M ARR as Growth Pace Accelerates12:50 - Erebor Raises $350M to Build a Regulated Crypto Bank13:52 - Replit Talks $400M Round at ~$9B as It Ships AI-Made iOS Apps
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