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Bonk Eco continues to show strength amid $USELESS rally
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Pump.fun to raise $1B token sale, traders speculating on airdrop
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Boop.Fun leading the way with a new launchpad on Solana.

Arfur Rock
anon GP at your favorite multi-stage VC // OS intel for the private markets
Congrats to the Framer team on the launch & congrats on the insider led round at $2B.
~$50M ARR, targeting ~$100M by EOY.

Framer31.7.2025
Attention Framer community. We just launched Components on the Marketplace!
🔍 Browse live, interactive previews
📋 Copy to your canvas with one click
🚀 Publish your own with full version control
🔜 Soon: tags, popular ranking, install tracking, and drafts.
37,64K
Fireworks equity raise is proceeding as originally planned.
They've turned down previously reported M&A offers from Coreweave and Meta.


Arfur Rock18.5.2025
Fireworks AI — Leading inference platform for Generative AI
~$130M ARR, 20x+ YoY, profitable w/ $80M+ in bank
Raised $25M Series A from @benchmark & $52M Series B from @sequoia.
Now raising Series C at ~$4B.
Don't miss Developer Day!
45,83K
Closing $35M at $500M, led by @01Advisors.
At $50M+ RR now.
Congrats!

Arfur Rock17.6.2025
On this note, Micro1 (@micro1_ai) is crushing as well.
Gross revenue run-rate:
$8M March
$16M April
$20M May
$34M now
Only raised $6M, strong interest for $30M+ Series A now.
67,05K
Perfect launch video.
Quiet execution for ~12 months (Series A/B April 2024. No formal announcement for Series C in March).
Does the right thing on Windsurf, reclaiming the spotlight as the people's hero.
Raise at $10B. Back on top.
Bravo.


Arfur Rock22.7.2025
$10B valuation?
50,04K
NewLimit (@newlimit ) — founded by @brian_armstrong & @byersblake to extend human health span.
Raising at $1.5B+, following significant breakthrough.
Pharma strategics are leading.
This is an increase from the May Series B at $800M.
Big things happening here. Excited!

Blake Byers19.7.2025
NewLimit paper just dropped @icmlconf showing our SOTA AI models can predict perturbed cell states. Helps to have the largest primary cell perturbation dataset in the world. Bonus points for one of the first demonstration of active learning in bio.

59,25K
Brian Armstrong's NewLimit (@newlimit) is raising at a $1.5B, following significant breakthrough.
This is an increase from the round in April at $800M.
Pharma strategics are leading.
Big things happening here. Excited.

Blake Byers19.7.2025
NewLimit paper just dropped @icmlconf showing our SOTA AI models can predict perturbed cell states. Helps to have the largest primary cell perturbation dataset in the world. Bonus points for one of the first demonstration of active learning in bio.

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Keith might have been right on this.
WSB certainly thinks so. $OPEN +95% just today.
Thrive & Greenoaks returned $522M and (rumored) $2B respectively on Carvana.
I wonder which multi-stage/crossover is long Opendoor now with same thesis.
I know of one, who else?

VCs Congratulating Themselves 👏👏👏6.11.2022
1 year ago Keith said OpenDoor is an appropriate comparison to Carvana.
Visionary.

50,58K
Closed $125M Series C at $1.5B, led by @MeritechCapital.
Congrats!

Arfur Rock23.4.2025
FAL — leading inference infra for diffusion models
$55M ARR, 25x YoY, 10%+ EBITDA. Way ahead of plan.
~400% M12 NDR
Many growth funds trying to preempt Series C.
Monster being built.
68,65K
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