Venture-backed IPO proceeds roughly doubled in 2026's first half even without SpaceX's $86 billion
SpaceX took $86 billion of the $110.8 billion venture-backed companies raised in first-half 2026 IPOs, per Crunchbase, leaving $24.8 billion for the rest. That remainder is still about double last year's $12.6 billion, though the count of listings covers only companies valued at $1 billion or more.
Reality
- Evidence60
- Adoption
- Not scored
- Hype gap+15
- Incentives70
- Confidence50
Rewind sells majority control to H.I.G. so its early venture funds can cash out
H.I.G. Growth Partners took majority control of Rewind after the Ottawa backup firm spent nearly a year looking for a way to let its early investors cash out. For the venture funds it is a partial exit, and what they kept is a minority bet on how far H.I.G. can grow the company.
Reality
- Evidence40
- Adoption45
- Hype gap+25
- Incentives70
- Confidence45
Existing holders are selling 36.5 million of the 50 million shares on offer. Oura's own 13.5 million would net about $532.6 million at the $42 midpoint, ahead of pricing on September 29 at up to $14.1 billion.
Perspective Coverage
5 publishers
- Builder
- Builder 19%
- Operator
- Operator 22%
- Investor
- Investor 59%
Reality
- Evidence72
- Adoption78
- Hype gap+18
- Incentives76
- Confidence68
Korea's KOSDAQ heads for fewer than 50 new listings for the first time since 2014
Five of the seven companies that debuted on the KOSDAQ in the past month are trading below their offering prices, and the exchange's pipeline points to fewer than 50 listings this year, the fewest since 2014.
Reality
- Evidence62
- Adoption68
- Hype gap+15
- Incentives60
- Confidence58
Silicon Valley's run-rate revenue math multiplies one strong month by twelve
Seoul Economic Daily reports that AI startups increasingly annualize a single month because usage billed in tokens does not qualify as recurring revenue. OpenAI books net of partner shares; Anthropic books gross.
Reality
- Evidence30
- Adoption
- Not scored
- Hype gap+20
- Incentives45
- Confidence35
Mirae Asset's chairman prescribes tax cuts for a KOSDAQ losing 1.8 firms a year
Park Hyeon-joo wants corporate tax relief to keep companies on Korea's growth board, though the exodus he cites runs at under two firms a year while 92.53% of market capitalisation, and the buyers with it, sits on the KOSPI.
Reality
- Evidence48
- Adoption15
- Hype gap+34
- Incentives72
- Confidence52
Startup-to-startup M&A crossed 500 deals this year, and only 18 belong to the famous buyers
OpenAI, Anthropic and MoonPay account for a sliver of the 500-plus peer acquisitions Crunchbase counts. The volume is coming from companies that cannot raise.
Reality
- Evidence52
- Adoption71
- Hype gap+8
- Incentives66
- Confidence55