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Macrohard, Microfusions, & Mega Users

LFG Ventures presents a weekly newsletter delivering private market (pre-IPO) insights and signals across tech and frontier industries.

Hi Friends,

This week, the tech-industrial engine is spinning fast. Klarna is prepping a $14 billion IPO, marking a full-circle moment from its 2022 down round. Elon is coming after Microsoft with an open-source Office alternative called Macrohard, while xAI quietly drops a new agentic coding model. Starlink has crossed 7 million users across more than 70 countries, tightening its grip on the satellite internet market. And in the background, Commonwealth Fusion just pulled in another $863 million from NVIDIA, Google, and Bill Gates to chase commercial fusion. 

This is what acceleration looks like in practice.

Let’s get into it.

📡 Radar

🧠 Musk vs Microsoft, Round Two

Elon Musk’s xAI announced “Macrohard,” an open-source productivity suite that aims to challenge Microsoft Office head-on. It’s an obvious jab at Bill Gates and a move to draw developers toward xAI’s ecosystem of models and APIs. Macrohard will reportedly include AI-native alternatives to Word, Excel, and PowerPoint and could turn into a Trojan horse for more enterprise adoption. Teslarati

🛒 Klarna Preps IPO at $14B Valuation

The Swedish payments giant is reportedly targeting a $14 billion public listing as early as September. That’s a big reversal from its $6.7 billion valuation in 2022 when rising rates crushed the buy-now-pay-later model. Klarna’s pivot to profitability, faster payments, and AI-powered shopping tools could help reframe the narrative before it hits the public markets. Reuters

🛰️ Starlink Surpasses 7 Million Users

Starlink now serves more than 7 million customers across 70 countries, up from 6 million in June and 5 million in February. New signups are accelerating in underserved markets, and the network is becoming the default infrastructure for connectivity in rural and remote regions. With its rapid growth and global reach, Starlink is no longer a moonshot. It is a telecom giant in orbit. Stocktwits

🤖 xAI Enters Autonomous Coding with CodeCat

xAI just introduced “CodeCat,” an agentic coding model built to generate, debug, and deploy software with minimal human input. It joins a growing set of AI-native developer tools competing with Devin and GPT‑Engineer. Elon’s broader goal is to turn xAI into a full-stack alternative to OpenAI, and CodeCat could be the wedge that pulls developers into the ecosystem. Reuters

☀️ Commonwealth Fusion Raises $863M from Tech Titans

Commonwealth Fusion just landed $863 million in fresh funding from NVIDIA, Google, Bill Gates, and others to advance its magnet-based fusion reactor. The company is racing to bring commercial fusion energy online by the early 2030s, with its SPARC reactor serving as the test bed. While net energy gain remains elusive, this is one of the best-funded private fusion efforts on the planet. Techcrunch

💬 Prompt

Where should we begin?

Ask ChatGPT to act like a skeptical VC reviewing your pitch deck. Have it list five concerns it would raise before writing a check, then suggest how to address each one in your next version.

📢 Updates

 💖 Girl Dad

Rob became a girl dad this week, welcoming Riley into the world. Everyone is healthy and happy, and Jack is settling in as a proud big brother.

🧠 Wisdom

🌀 Mental Friction

We love the grind of running our own business, and it’s the right kind of grind. Sahil’s tweet nails it: the best work doesn’t need pep talks. It pulls you in. If you need constant motivation just to keep going, odds are you’re building the wrong thing.

Life is good,

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