Jul 3, 2025 4 min read Daily Rundown

⛵ Ctrl + Alt + Cash

Figma Takes Off, Azure Plays Ball, Google Eats News

Good Morning, Early Adopters!

If the machines don’t replace us, the margins will. Either way, the roadmap looks scalable.

DESIGN

Boldface Figma Eyes $1.5B IPO—Adobe Who?

👀 What’s the move: Figma just filed for its long-awaited IPO and might raise up to $1.5B. Morgan Stanley and Goldman are lead bankers. Despite the failed $20B Adobe deal, Figma’s revenue hit $188M in Q1, up 40% YoY. It’s profitable (barely), with $11M in net income—tech IPOs are cool again?

💡 Why it’s not boring: Figma is going public in a post-OpenAI, post-ZIRP world—where design meets AI and productivity SaaS. Its growing enterprise footprint, cash discipline, and AI collabs (e.g. with Notion, Google) make it a benchmark for product-led growth plays. Adobe’s ghost still lingers, but investors love a second chance.

⛵ Key takeaway: If you’ve got a PLG tool with real usage and revenue, now’s your window—start prepping those S-1 decks.

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Microsoft’s 5-Year AI Match with Premier League Fans

👀 What’s the move: Microsoft just signed a five-year exclusive to rewire the Premier League’s digital guts with Azure and Copilot. The new “Premier League Companion” app scrapes 30 seasons of stats, 300 k articles, and 9 k videos, then whispers them to 1.8 billion fans in 189 countries. Azure wins eyeballs; the League gets Silicon Valley cachet.

💡 Why it’s not boring: This is less “fan engagement” and more data land-grab: Microsoft boxes billions of die-hard supporters inside its cloud while clubs get real-time analytics sharp enough to goose transfer markets. Streaming, betting, fantasy—each now rides shotgun on Azure toll roads.

⛵ Key takeaway: Football’s new ref is the algorithm; the whistle blows where Azure rents space.

PUBLISHER

Google AI Kneecaps News Sites

Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images

👀 What’s the move: Since AI Overviews hit Search in May 2024, 37 of the top 50 U.S. news domains have bled traffic; Forbes and HuffPost each cratered 40 %, and click-through on top links sank from 7.3 % to 2.6 %. Google’s PR says “seasonality” while Gemini serves the answer before you even see a headline.

💡 Why it’s not boring: Overnight, ad funnels and paywalls choke. Publishers must beg for Showcase scraps or lawyer-up, while Google keeps training on their copy for free—classic squeeze before the revenue-share handshake.

⛵ Key takeaway: When the answer lives inside the search box, the business model dies outside it.

STARTUP SPOT

💬 Manychat
“Automate conversations that grow your business.”
AI-powered platform for building marketing & sales chatbots on Instagram, WhatsApp, & Messenger.No code needed.
→ Founded by Mike Yan & Antony Gorin (2015).Raised $163M total, including a $140M round led by Summit Partners. Used by over 1M businesses.

🍎 Nourish
“Making it easy and affordable to eat well.”
AI-powered telehealth platform connecting users with a registered dietitian, often covered by insurance.Uses AI for meal logging & clinical insights.
→ Founded by Aidan Dewar, Sam Perkins & Stephanie Liu (YC W21). Hit $1B+ valuation after a $70M Series B.

⚡️ Supabase
“Build in a weekend. Scale to millions.”
An open source Firebase alternative, built on Postgres. Provides a full backend with a database, auth, storage & AI vector embeddings.
→ Founded by Paul Copplestone & Ant Wilson (YC S20). Hit a $2B valuation with a $200M Series D in April 2025. Massive developer traction.

BAY AREA MEMOS

Climeworks secures $162 million to scale direct air capture and expand carbon removal services.
Argon AI raises $5.5M seed to build AI-native workspace for biopharma teams.
NVIDIA brings RTX and TensorRT acceleration to FLUX.1 Kontext for faster, low-memory image generation and editing.
Pentagon awards $10M contract to Ask Sage for LLM integration across U.S. command centers.
Atomic-6 lands $2 million Space Force contract to flight-qualify its flexible Light Wing solar array for satellites and lunar missions.

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