Sep 30, 2025 4 min read Daily Rundown

⛵ Anything Beats Time

Plus: World’s First AI Agent Payment, Honda Sells Lunar Dreams

Good Morning, Early Adopters!

Software builds itself, money moves without clicks, and even the moon becomes a market.

CODING

Anything Sets ARR Speed Record, Hits $100M In 14 Days

👀 What’s the move: Vibe-coding startup Anything raised $11M at a $100M valuation after hitting $2M ARR in just two weeks, the fastest monetization ramp the coding-tools sector has seen. Unlike Lovable or Replit, which shine at rapid prototyping but stall at production, Anything bundles the whole stack—databases, storage, payments—so non-technical users can ship apps to the App Store.

💡 Why it’s not boring: ARR velocity at this scale isn’t just traction, it’s a market anomaly. By solving the “prototype to production” gap, Anything positions itself as the Shopify of app-building, removing engineers from the launch equation. If sustained, it rewrites what product-market fit looks like in developer tools.

⛵ Key takeaway: World-record ARR growth means Anything isn’t just coding without code; it’s shipping without engineers.

TOGETHER WITH CLICKUP

The Everything App for Work

Meet ClickUp – the everything app for anything work. Whether you're juggling tasks, tracking bugs, planning sprints, or just trying to remember where you put that file, ClickUp keeps your whole team in one place. Say goodbye to tab overload and hello to one sleek platform that somehow does it all without losing its mind – or yours.

Try now👉

FINTECH

Mastercard Just Makes Checkout Vanish

👀 What’s the move: PayOS and Mastercard pulled off the world’s first AI agent payment on a smartwatch, powered by a new Agentic Token framework. Instead of tapping to pay, the AI took the instruction, handled authentication, fraud checks, and authorization, all on Mastercard’s rails. This is the shift from demo theory to commercial-grade reality.

💡 Why it’s not boring: Picture this, you’re at the office, your watch reminds you the fridge has only one bottle of milk left. You say, “Order two low-fat bottles for tomorrow.” No app opens, no cart to check. The AI agent compares your usual grocers, picks the cheapest with fastest delivery, pays with Mastercard’s token, and confirms the order—done in seconds. That’s the new checkout: invisible, autonomous, and trusted. For business, this kills the old funnel. Distribution no longer happens at the point of sale; it happens at the point of intent, wherever the AI agent lives. Payment networks now step up from pipes to power brokers, orchestrating agentic commerce.

⛵ Key takeaway: When buying collapses to a single spoken intent, the real fight isn’t for shelf space; it’s for agent space.

ENERGY

Honda Sells Lunar Dreams With Unproven Fuel Cells

👀 What’s the move: Honda and Astrobotic are pitching a closed-loop fuel cell system to power bases through the moon’s two-week blackout, when solar panels freeze useless and batteries bleed out in minus-400-degree cold. The plan is to split water into hydrogen by day, flip it back into electricity by night, and recycle the byproduct. On Earth this tech has failed to scale; in space it suddenly becomes a “moonshot.”

💡 Why it’s not boring: The hype says this is the blueprint for lunar utilities, but the reality is risk outsourcing. Honda gets to reframe decades of stalled fuel cell R&D as a frontier play, Astrobotic gets legitimacy after its lander mishaps, and investors get a “grid monopoly” narrative. The real question is whether the moon is a lab for genuine closed-loop innovation or just a stage for stranded tech looking for relevance.

⛵ Key takeaway: When earthbound tech can’t find a market, strap it to a rocket and call it the future.

STARTUP SPOT

💻 Anything
“Vibe-coding full stack apps.”
Turns natural language prompts into production-ready web & mobile apps with built-in infra.
→ Founded 2025 by ex-Google Dhruv Amin & Marcus Lowe; Series A $11M at $100M valuation; hit $2M ARR in 2 weeks post-launch.

🧠 Polars
“DataFrames built for speed.”
Rust-based DataFrame library with Python/JS/R bindings, Arrow-powered, multi-threaded.
→ Founded by Ritchie Vink & Chiel Peters; Seed $4M (2023, Bain Capital); Series A (2025, Accel) to scale adoption in data/AI pipelines.

💰 Maximor
“AI agents for finance ops.”
Automates close, revenue, cash, consolidation with audit-ready agents on ERP stacks.
→ Founded 2024 by ex-Microsoft finance execs Ramnandan Krishnamurthy & Ajay Krishna Amudan; Seed $9M (Sep 2025, Foundation Capital + angels); early mid-market traction.

BAY AREA MEMOS

Polars, the Rust-based data tool, raised $21M from Accel to expand with Cloud and Distributed, bridging Pandas and Spark.
Former Microsoft execs launched Maximor with $9M from Big Four CFOs, Perplexity CEO, and others to help finance teams replace Excel with AI agents.
YouTube will pay Trump $24.5 million to settle his lawsuit over the 2021 account suspension, without admitting wrongdoing.
Visa launched an AI-powered hub to streamline business payments and embed generative AI in finance.
AI inference chip company Rebellions raised $250M at $1.4B to scale REBEL-Quad and expand global AI infrastructure.

TOGETHER WITH US

AI Secret Media Group is the world’s #1 AI & Tech Newsletter Group, boasting over 1 million readers from leading companies such as OpenAI, Google, Meta, and Microsoft. Our Newsletter Brands: