Robots, Robinhood, & Replit Runs

📡 Radar

🚀 Robinhood Launches a Venture Fund

Robinhood just filed with the SEC to launch its first venture fund, marking a real move into private markets. It’s no longer just a trading app. Now they want to be a capital allocator, deploying into startups and competing with traditional VCs. The number of public companies in the US has dropped from 7,000 in 2000 to around 4,000 today, while private companies have exploded in both number and value, now worth over $10 trillion. Robinhood sees the same shift we do. We like the direction. It brings more attention and energy to our favorite corner of the investing world. Robinhood Newsroom

🔥 Replit Hits $3B

Replit just crossed the $3B valuation threshold on $150M ARR - a disciplined 20x revenue multiple that screams sustainable growth over Silicon Valley's typical burn-and-raise playbook. The coding platform's strategic patience is paying off, avoiding the quarterly fundraising circus that's plagued other developer tools companies. With enterprise adoption accelerating and AI-powered coding becoming table stakes, Replit's positioning itself as the infrastructure play for the next generation of software development. The real kicker: unlike competitors bleeding cash for growth, Replit's revenue efficiency suggests they're building toward profitability, not just the next funding round. TechCrunch

🔐 Perplexity Partners With 1Password

Perplexity just announced its first AI browser integration with 1Password, letting developers securely store and autofill credentials right inside the Perplexity interface. It’s a smart move aimed at making their AI-native search platform more enterprise ready. For 1Password, it signals a serious push into the AI stack, positioning itself as essential infrastructure for tools that are rapidly becoming critical to daily workflows. With security risks growing as AI tools scale, we expect more password managers to follow. We use both daily and are fired up to see them team up. Perplexity

🦾 Figure Hits $39B Valuation

Figure just raised over $1 billion at a $39 billion valuation, making it one of the highest-valued robotics startups in history. Investors are betting big on humanoid robots as the next wave of AI, with Figure leading the charge at the intersection of hardware and intelligence. The scale of this raise signals a growing belief that general-purpose robotics could reshape entire industries. We’re not investors yet, but we’ve been watching this space closely and will have something to share soon. Figure

 🧠 Musk Targets Grokipedia Launch

xAI isn’t just shipping Grok updates. Musk is betting the next model can rewrite the source of truth itself by using synthetic data to purge inaccuracies from Wikipedia and build a cleaner alternative. It’s a shift from chatbot to infrastructure, taking aim at OpenAI’s dominance by owning the data layer. In a world where everyone is burning billions on compute, xAI is going upstream. Coincentral

💬 Prompt

Where should we begin?

Create conversation deflection techniques for political discussions at family dinners.

💥 Wisdom

We move fast and imagine most of you do too.

Sometimes it’s worth slowing down to count the quiet wins.

💲 Tres Commas

If you watched Silicon Valley like we did, you definitely remember Russ Hanneman and his over-the-top venture takes. Looks like he’s now a billionaire in real life with early bets in the same AI names we’re backing. Tres commas.

This is the kind of edge we’re building for our community.

♠️ All-In Meetups

Calling all fans of the All-In Podcast: Rob is an “All-In” ambassador in Dallas, which means he is going to host events, connect with other fans, and (of course) dunk on JCal. If you’re local to Dallas and want to join the next gathering, reply to this email and we’ll send you the details.

🧢 Gear Drop

We recently launched the LFG Gear Shop, and it has turned into a fun side quest. The shop features a few hats, our custom-built hoodies, and a new golf towel for the course. These aren’t logo-stamped blanks. Every piece is made from scratch using materials and fits we actually wear. If the hoodie or hat isn’t one of your favorites, we’ll refund you. That’s how serious we are about quality.