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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
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. klo 03.34
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.

58,34K
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. klo 03.34
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.

10
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.

50,42K
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.
68,6K
This is MasterSchool.
Fielding LOIs at ~$1B.

Ben Lang25.6.2025
Insane numbers, might be fastest growing education company ever
From a close founder friend:

64,74K
Nitra — healthcare financial operations platform.
$17M RR, +12x YoY. $250K net income in May '25.
Founders previously founded/IPO'd FiscalNote.
Raising $40M+ Series B.

Nitra18.10.2023
Nitra partners help your practice save money. Become a Nitra cardholder and receive 25% off scrubs and apparel at Jaanuu →
#Nitra #doctors @JaanuuByDrNeela

35,65K
Not the typical "Series A".
Congrats!


Arfur Rock24.9.2024
Headway (@get_headway) — #1 book summary app
$200m ARR, 2x+ YoY, 30% net income
Bootstrapped. Incredible.
42,85K
Only 2 days early, haters will say I fell off.


Arfur Rock9.7. klo 01.49
Airalo — the leading global eSIM provider.
Download the app -> purchase an eSIM -> 4G+ data in over 200 regions.
2024:
$331M Net Revenue
$123M Gross Profit
$52M EBITDA
~100%+ YoY
Closed unannounced Series C at $1B led by @CVC_Capital.
Congrats!
23,83K
Airalo — the leading global eSIM provider.
Download the app -> purchase an eSIM -> 4G+ data in over 200 regions.
2024:
$331M Net Revenue
$123M Gross Profit
$52M EBITDA
~100%+ YoY
Closed unannounced Series C at $1B led by @CVC_Capital.
Congrats!

4966D36.5.2025
𝟮𝟬 𝗠𝗜𝗟𝗟𝗜𝗢𝗡 travelers—and counting! ✈️
To celebrate this milestone, we’re giving 𝟮𝟬% 𝗢𝗙𝗙 all eSIMs with the code: 𝗬𝗔𝗬𝟮𝟬
Thank you for being part of the Airalo community! 🙏

87,65K
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