LongHash Ventures

Anthropic's amended S-1 shows about $17.0B of revenue in one quarter.

The same filing lists about $895B of compute commitments.

OpenAI reportedly banked about $11B of a round now sized at up to $20B.

Full breakdown: longhashvc.substack.com/p/anthropic-bo… 🧵👇

🧵 You can now borrow against US stocks onchain. Kamino's new Backpack Market takes 1:1-backed tokenized equities as collateral on Solana. The same fortnight, io.net served its 1 trillionth AI token.

Here's the full breakdown across the @LongHashVC portfolio 👇

AI talent is spread wider than GPU supply. @hyperbolic_labs connects the two, turning fragmented capacity across 300+ providers into one unified platform.

250,000+ builders use the platform today. The $30M Series A1, led by @intel CEO Lip-Bu Tan’s @walden_catalyst, was oversubscribed.

@LongHashVC has backed @hyperbolic_labs since seed. Congratulations to @zjasper and the team for this amazing milestone.

Flapping Airplanes raised $1B at a reported $6B for an AI lab with no product on sale.

Its pitch: demand for AI will outpace chip and data supply.

Tenstorrent took $1.5B. Modal passed $1B in run rate.

Full breakdown: longhashvc.substack.com/p/a-1-billion-… 🧵👇

🧵 20 billion AI tokens served in one day, up from 3B in July. $100M crossed in shielded TVL. And one token launch minted 3 million AI agents onchain.

Here's the full breakdown across the @LongHashVC portfolio 👇