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Wall Street
Joined March 2022
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Wall St Engine retweeted
WHOP RAISES $205M AT A $5.1 BILLION VALUATION, LED BY SEQUOIA AND SHOPIFY
Whop is a platform that helps people start and run online businesses, with customers ranging from digital creators and e-commerce sellers to businesses offering services and mobile apps.
According to reports, the company has surpassed $400M in annualized revenue, up from just $60M at the beginning of 2025.
Interestingly, Sequoia had previously passed on investing in Whop before reconsidering after seeing recent growth. With Sequoia chief Doug Leone even joining Whop's board.
Wall St Engine retweeted
Whop has raised $200M in Series D funding at a $5.1B valuation, backed by @sequoia and @shopify.
It really feels like we are barely touching the tip of the iceberg in a market larger than anyone can imagine.
We first launched Whop as a better way for us to sell sneaker bots, one of the most niche types of desktop software out there.
Total TAM? Probably $20,000 per day.
Who cares, tiny market.
But, what people discounted is the idea that there were actually 70,000 other markets exactly like that one.
Beyond the investment itself, I am especially excited to welcome legendary silicon valley investor @dougleone to our board of directors. Doug and the sequoia team are nothing but a brilliant, resourceful, and principled group of people.
My co-founder Cameron and I started building on Shopify when we were 13 years old. Shopify is one of the most impactful all-in-one cloud ecosystems ever created; @tobi has pioneered modern entrepreneurship the way we know it and we are thrilled to have him in our corner.
We have a tenet at Whop to be the dumbest in the room and I am very grateful that this has recently become a lot easier.
We are focused on markets, scale economies, and progressive media. If that is up your alley, please message me directly.
The $200M raised will support our expansion as we build economic infrastructure for the next century, continuing on our mission of delivering everyone an income.
Wall St Engine retweeted
I’ll be attending @NVIDIAGTC in Berlin for the first time. Should be a great event
I’ll cover the event, including new announcements from $NVDA & its partners, along with NVIDIA CEO Jensen Huang’s keynote on Oct. 21.
If you’re planning to attend too: nvda.ws/4xj95HD
Wall St Engine retweeted
What Quantum Computing Really Is (ft. Infleqtion CEO & Co-Founder) xitter.cf/i/broadcasts/1qKVmyPoO…
Wall St Engine retweeted
JENSEN HUANG: FROM A 9-YEAR-OLD IMMIGRANT TO AMERICA’S HIGHEST SCIENCE HONOR
Nvidia co-founder Jensen Huang received the National Medal of Science today, recognizing his contributions to computing and AI.
His parents were also there to share the moment.
Born in Taiwan, Huang was just nine when his parents sent him and his brother to live with an uncle in the United States. The family later reunited in Oregon.
At 15, he worked at Denny’s washing dishes, clearing tables and serving customers. He went on to earn electrical engineering degrees from Oregon State and Stanford.
In 1993, he co-founded NVIDIA with Chris Malachowsky and Curtis Priem, developing their early plans over meetings at a Denny’s. Their starting idea was to bring better 3D graphics to personal computers.
Thirty-three years later, Huang is being honored for helping turn graphics processors into a foundation for scientific computing and artificial intelligence.
There’s something special about this beyond the company or the medal: the parents who sent their son across the world getting to stand beside him for a moment like this.
Wall St Engine retweeted
$ZETA GLOBAL TO ACQUIRE AI ENGINEERING COMPANY SENSO
Senso, a Y Combinator-backed AI company, helps power Zeta’s Generative Engine Optimization offering and connects enterprise data with frontier AI platforms including ChatGPT, Gemini, Claude and Google AI Overviews.
The deal brings Senso’s technology and AI engineering team in-house as Zeta expands its AI discoverability and customer intelligence infrastructure.
Financial terms were not disclosed.
Wall St Engine retweeted
I may have a little something to say about this at Token 2049. See you in Singapore.
🔮
Wall St Engine retweeted
Here’s what Nebius $NBIS owns, what it has acquired and where it has invested over the years.
Acquisitions and technology deals
Eigen AI: AI inference optimization. The 2026 cash-and-stock acquisition was valued at roughly $643M when announced.
Tavily: Web search for AI agents. Acquired in February 2026, with $177.3M paid in cash at closing, plus equity awards and potential additional payments.
Inferize: Technology that loads AI models faster and reduces idle GPU time. Acquired Oct. 1, 2026. Financial terms were not disclosed.
Clarifai: Added its core engineering and research team, patents and licensed inference technology in May 2026. Not an acquisition of the entire company; terms were undisclosed.
Operating businesses
Nebius AI Cloud: Its core platform for AI training, inference and deployment.
Avride: Autonomous vehicles and delivery robots. Uber and Nebius announced up to $375M in combined investment and commercial commitments in 2025, not Nebius funding alone.
TripleTen: Technology education, career retraining and skills development.
Equity investments
ClickHouse: Minority stake in the real-time database and analytics company. Nebius invested an additional $50M in its May 2025 financing.
Toloka: Equity stake in the AI training-data and evaluation company. Nebius invested $39M in its 2025 financing transaction and retained a noncontrolling interest.
Wall St Engine retweeted
Yesterday we previewed Griffin, a Human Interaction Model capable of seeing, hearing, sounding, and looking like a human does. There have been a lot of questions, so I wanted to take a moment to share our thoughts.
By way of introduction: Tavus is a research lab focused on enabling machines to meet us where we are, and to understand the nuances of how we communicate beyond words.
Griffin, our latest model, isn’t publicly available yet. Yesterday’s announcement was a limited research preview to demonstrate what the model is capable of. With AI progressing so quickly, we prefer to share breakthroughs openly and in real-time as we work on a safe public release.
Face-to-face is how we evolutionarily communicate, it carries the most meaning and intent, and we want computers to be able to help with work that benefits from that emotional understanding, expression, and immersion. Some examples of the kinds of use cases we care deeply about:
- A tutor that can build understanding of how a student learns, see exactly when there is confusion or disengagement, and adapt the lesson to fit them.
- A health expert that can answer any questions about your upcoming appointment or prescription, at the pace you want, at any time you need, even on a weekend.
- A language coach that you can practice speaking with, that can correct your movement and pronunciation, and help build confidence to have real conversations
- Or the perfect assistant for everyone, that understands intent, knows how you work and remembers what matters.
We’re working with partners on safeguards and systems for disclosure, as well as inviting discussions with officials around wider regulation and safe use. People will always know they’re interacting with AI, while providing an interface that removes the need to ‘speak computer’.
We believe in a future where computers understand us well enough to make technology more accessible, more useful, and make us more capable as humans. That is the world we want to build, and we understand the responsibility to do so safely.
Introducing Griffin, the first model to pass the video Turing test.
48% of people who talked to it live thought it was a real human. Previous systems have had a pass rate <3%. It is #1 on NVIDIA's benchmark for full-duplex AI video.
It’s the first Human Interaction Model (HIM).
Readers added context they thought people might want to know
The 48% figure and "video Turing test" claim are from Tavus's own study of 54 one-minute calls, not independently verified or using a standard protocol. Griffin-Lite leads NVIDIA's VideoFDB benchmark on their public leaderboard.
cellcog.ai/blog/tavus-gri…
research.nvidia.com/labs/amri/proj…
tech-ish.com/2026/10/02/tav…
Wall St Engine retweeted
we put on a broadway musical about accounts payable.
slate called it "a glorified ad for a tech company." correct. it was also the most fun we've ever had as a company.
the part i didn't expect was what happened after. a flood of messages from theater folks in new york saying it meant the world to them. billy porter told the crowd that industrials like this paid his rent for decades, until they disappeared in the early 2000s.
for most of the last century, when a company had something to say, it hired composers, choreographers and actors. somewhere along the way we decided marketing should be cheap, measurable and forgettable.
i hope more companies lose their minds a little. make something people feel.