Arfur Rock
@ArfurRock
anon GP at your favorite multi-stage VC // OS intel for the private markets
Who I am isn't important. What is important is uplifting great founders against the suffocating backdrop of knee-jerk criticism and mid-curve cynicism. DM if you want to put vision into words for ~25K of world's best VCs, founders, operators, journalists, and LPs.
VC's new favorite guessing game: Who is @ArfurRock Rock, the 'Gossip Girl of Silicon Valley?' Cloaked in anonymity, Rock is on a mission to bring more transparency to tech, as long it's good news. businessinsider.com/vcs-new-favori…
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!
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.
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?
1 year ago Keith said OpenDoor is an appropriate comparison to Carvana. Visionary.
Closed $125M Series C at $1.5B, led by @MeritechCapital. Congrats!
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.
We're drunk on our stupidity, again. Bribing founders with homes? Free secondaries as % of investment? Celebrating founders who leave the team out to dry? Counting GMV, bookings, distribution contracts, and equity raised as "ARR"? Manufacturing positive GM by burying COGS?…
This is MasterSchool. Fielding LOIs at ~$1B. masterschool.com
Insane numbers, might be fastest growing education company ever From a close founder friend:
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.
Nitra partners help your practice save money. Become a Nitra cardholder and receive 25% off scrubs and apparel at Jaanuu → hubs.ly/Q025MBQ90 #Nitra #doctors @JaanuuByDrNeela
Confirmed — $1.5B post.
Scoop: Periodic Labs, the startup being co-founded by Liam Fedus and Ekin Dogus Cubuk, is in talks to raise hundreds of millions in funding at above a $1 billion valuation. The two month old startup is looking to apply AI to physical science, starting with discovering novel…
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!
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