Melius, founded in 2026 by three former Ramp engineers, raised $25 million from General Catalyst and CRV for AI agents that handle creative production work. The investors are backing a team that has already thrown out one product, and a creative platform that is only months old.
Perspective Coverage
4 publishers
- Builder
- Builder 21%
- Operator
- Operator 26%
- Investor
- Investor 53%
Reality
- Evidence55
- Adoption25
- Hype gap+30
- Incentives70
- Confidence55
A $13B valuation on $500M of booked military contracts, co-led by a bank, a buyout firm and a venture fund, is what defense industrial capital looks like when it stops being venture capital.
Perspective Coverage
4 publishers
- Builder
- Builder 14%
- Operator
- Operator 11%
- Investor
- Investor 75%
Reality
- Evidence45
- Adoption42
- Hype gap+30
- Incentives82
- Confidence55
buildOne report1 publisher Higgsfield's After Effects agent hands back a project file a designer can still edit
The agent returns layers, keyframes and timing that a designer can revise inside Adobe. Running it means paying for Higgsfield credits, a ChatGPT plan and After Effects at the same time. The runtime figures are Higgsfield's own.
Reality
- Evidence42
- Adoption15
- Hype gap+25
- Incentives75
- Confidence52
Adobe wired OpenAI's Images 2.5 into Firefly on launch day
OpenAI's newest image models now render inside Adobe's creative studio while more than 70 Adobe tools sit inside ChatGPT, which leaves each company distributing the other and neither owning the moment a creative task starts.
Reality
- Evidence34
- Adoption55
- Hype gap+14
- Incentives74
- Confidence46
The AI deal frame flipped: buy at 15 times revenue, pay with paper marked at 40
SpaceX paid $60B for Cursor in stock carried at about 40 times revenue. The accretion story is a multiple transfer, and trailing ARR comps no longer explain what buyers are doing.
Reality
- Evidence20
- Adoption30
- Hype gap+45
- Incentives78
- Confidence28
The Higgsfield backlash is a disclosure problem, and it lands on the sponsor
Videos from Matti Haapoja and Sam Kolder promoting Higgsfield carried no ad label, and one caption carried a discount link. The Verge says nobody would confirm whether the deals were paid.
Reality
- Evidence55
- Adoption40
- Hype gap+45
- Incentives82
- Confidence58
A DST Global-led Series B quadruples the company's valuation since January. The interesting part is what the money is for: compute contracts that decide who is still shipping at renewal.
Perspective Coverage
3 publishers
- Builder
- Builder 30%
- Operator
- Operator 23%
- Investor
- Investor 47%
Reality
- Evidence58
- Adoption66
- Hype gap+22
- Incentives78
- Confidence64
Rogue Studio ships an uncensored video model and prices permission from $29 to $299
A new platform sells uncensored AI video next to NanoBanana, Seedance and Kling 2.0, arguing restrictions now separate products. Its founders will not print their names.
Reality
- Evidence34
- Adoption12
- Hype gap+42
- Incentives76
- Confidence44
Goldman Sachs and Intel are funding a company whose founder says broadcast-quality video fell from $100,000 to $500 a minute. The enterprise revenue mix is the part to read closely.
Perspective Coverage
3 publishers
- Builder
- Builder 27%
- Operator
- Operator 38%
- Investor
- Investor 35%
Reality
- Evidence44
- Adoption57
- Hype gap+33
- Incentives74
- Confidence56