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Allie Garfinkle

Allie Garfinkle

Fortune

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Defense tech could be entering its awkward teenage years. Is the boom a bubble?

VCs are flooding into defense tech, but they could be unprepared for the sector’s brutal economics and lengthy timelines.

02.07.2026 4

Fortune

Allie Garfinkle

The defense tech boom has become a bubble—or it will be soon

Defense tech was once considered, at best, a fringe area for traditional VCs. Now, there could be a bubble.

02.07.2026 20

Fortune

Allie Garfinkle

The VCs betting founders need a village, not a blank check

Raj and Sunny Singh Sandhu closed Vicus Ventures’s debut fund at $55 million, turning down ‘way more’ capital to stay focused.

30.06.2026 5

Fortune

Allie Garfinkle

Lux Capital cofounder Josh Wolfe’s limited-odds, high-stakes 2027 predictions

Josh Wolfe, Lux Capital cofounder, is known for backing companies like Anduril, Applied Intuition, Hugging Face, Impulse Space, Osmo, and Physical...

25.06.2026 10

Fortune

Allie Garfinkle

As mega-funds grab 72% of all capital raised, the gap between VC’s haves and have-nots keeps widening

PitchBook's midyear data shows an increasingly skewed VC ecosystem.

24.06.2026 20

Fortune

Allie Garfinkle

Whatnot is worth $11.5 billion—and its sellers just hit one billion orders

Whatnot—which in October raised a $225 million Series F, with an $11.5 billion valuation—has been in the midst of a serious growth spurt.

18.06.2026 3

Fortune

Allie Garfinkle

PayPal mafia member and ex–Sequoia steward Roelof Botha joins SpaceX board—reuniting with Elon Musk after decades

Roelof Botha, who spent more than two decades at VC firm Sequoia Capital, first worked with Elon Musk at PayPal.

17.06.2026 6

Fortune

Allie Garfinkle

OpenAI’s balance sheet remains the most mysterious—and consequential—in business

A combination of blogger Ed Zitron and the Financial Times reported that OpenAI’s 2025 financials look, well, pretty rough.

17.06.2026 20

Fortune

Allie Garfinkle

The SpaceX IPO marks a lopsided win for venture

SpaceX shares closed on its first day of trading up 19%, sending the company's valuation above $2 trillion in a genuinely historic IPO. What happens...

15.06.2026 20

Fortune

Allie Garfinkle

Founders Fund, Andreessen Horowitz, Valor, and the biggest VC winners from SpaceX’s IPO

SpaceX’s IPO will crown a few select VC winners. But it’s only the beginning of Hot IPO Summer.

12.06.2026 10

Fortune

Allie Garfinkle

As SpaceX goes public, a $100 billion shadow market faces a reckoning

SpaceX’s public debut could kick off months (or even years) of reckoning in the venture secondaries market, the pre-IPO Wild West.

11.06.2026 8

Fortune

Allie Garfinkle

Anthropic’s confidential S-1 signals summer AI IPO race could heat up fast

Anthropic, the $965 billion AI juggernaut, announced its confidential S-1 filing on Monday.

02.06.2026 10

Fortune

Allie Garfinkle

Anthropic confidentially files its S-1 first—but the IPO race with OpenAI is just beginning

As two AI giants hurtle towards IPOs, Anthropic is showing early momentum.

01.06.2026 10

Fortune

Allie Garfinkle

The key disclosures missing from SpaceX’s S-1

PitchBook points out SpaceX’s S-1 doesn’t get as granular as you might hope on some key metrics.

28.05.2026 30

Fortune

Allie Garfinkle

Demis Hassabis on his rush to ‘solve all disease’ and Isomorphic’s new $2.1 billion

Demis Hassabis talks to Fortune about how a $2.1 billion Series B will ‘turbocharge’ Isomorphic.

27.05.2026 20

Fortune

Allie Garfinkle

‘A pressure cooker ready to explode’: The wild secondaries scramble for Anthropic shares

The secondaries market for the biggest private tech companies has gotten scorching hot, and is potentially ripe for fraud.

22.05.2026 10

Fortune

Allie Garfinkle

Inside the fraud-ripe feeding frenzy to snag Anthropic shares while the company remains private

The demand for Anthropic shares has proven explosive, and it’s led to some pretty wild behavior in the secondaries market.

22.05.2026 20

Fortune

Allie Garfinkle

SpaceX’s IPO filing is full of surprises

SpaceX’s long-awaited IPO prospectus was revealing. Here are some key takeaways.

21.05.2026 30

Fortune

Allie Garfinkle

SpaceX finally files IPO prospectus, reveals revenue is up–but losses are too

In a S-1 filing replete with glossy photos of rockets and space, SpaceX gave investors the first peek at its business financials and plans for a...

20.05.2026 10

Fortune

Allie Garfinkle

Cerebras soars almost 70% by market close in a true blockbuster IPO

Cerebras’s first day stock pop reflected clip-mania: shares rocketed 70% by market close.

15.05.2026 10

Fortune

Allie Garfinkle

What drones and drug discovery have in common

What do weapons and drug discovery have in common? Over the last 24 hours, billions of dollars and a lead investor.

13.05.2026 40

Fortune

Allie Garfinkle

Exclusive: Roadrunner raises $27 million from Kleiner Perkins and Founders Fund

A Kleiner partner vibe-coded his way to a startup incubated inside his firm.

12.05.2026 20

Fortune

Allie Garfinkle

Brian Schimpf has been quietly running Anduril since its earliest days. And once he’s talking, he has a lot to say

Anduril CEO Brian Schimpf on the war in Iran, the future of autonomous weapons, and where the $30.5 billion company goes from here.

08.05.2026 40

Fortune

Allie Garfinkle

Exclusive: Gusto crosses $1 billion in 12-month trailing revenue

The HR software company, valued at $9.3 billion, was founded in 2011. Here’s how they went from zero to a billion.

07.05.2026 30

Fortune

Allie Garfinkle

Gusto’s path to $1 billion in revenue, milestone-by-milestone

Gusto’s founders exclusively tell Fortune how they reached $1 billion in revenue, and how they see the future of small business amid AI tumult.

07.05.2026 30

Fortune

Allie Garfinkle

District, founded by three Snapchat alumni, raises a $14.7 million seed round to help independent sellers build community-driven marketplaces

The a16z-backed AI startup wants to bring the corner store experience to online shopping.

06.05.2026 20

Fortune

Allie Garfinkle

District, founded by three Snapchat alumni, raises a $14.7 million seed round to help independent sellers build community-driven marketplaces

The a16z-backed AI startup wants to bring the corner store experience to online shopping.

06.05.2026 20

Fortune

Allie Garfinkle

Sequoia-backed Astrocade raises $56 million to let everyone build games

Astrocade, launched publicly less than a year ago, already has about five million monthly active users.

05.05.2026 50

Fortune

Allie Garfinkle

The fruit fly cancer researcher who built his first prototype out of lollipop sticks and straws

For biomedical scientist Caíque Costa, fruit flies are where cancer breakthroughs begin. But caring for flies in a lab isn’t as easy as you may think.

01.05.2026 10

Fortune

Allie Garfinkle

The startup that wants to give surgeons X-ray vision

Illuminant—founded in 2021 to build “X-ray vision” for doctors—has raised an $8.4 million seed round, Fortune has exclusively learned.

30.04.2026 10

Fortune

Allie Garfinkle

How a chance encounter in Texas sparked a $1 billion Kleiner Perkins-backed AI startup

Avoca, founded by two MIT grads, brings Silicon Valley tech to trades like plumbing, roofing, and HVAC.

27.04.2026 10

Fortune

Allie Garfinkle

The Godmother of Silicon Valley and her former student want to fix how healthcare gets built

Fail fast, revise, repeat: Esther Wojcicki brings her classroom philosophy to healthcare investing with the launch of Treehub.

22.04.2026 80

Fortune

Allie Garfinkle

Private markets have soared to $10 trillion in AUM. But why have they underperformed public markets?

The private markets hold a contradiction that’s potentially nearing a turning point.

20.04.2026 20

Fortune

Allie Garfinkle

The startup Blackstone just backed to turn any exec’s data question into instant answers

Ethan Ding cofounded TextQL in 2022 with Mark Hay, and the startup just closed $17 million in strategic investment led by Blackstone.

17.04.2026 30

Fortune

Allie Garfinkle

Exclusive: Chad Rigetti’s Sygaldry raises $139 million to bring quantum hardware to AI data centers

Sygaldry is the company Chad Rigetti cofounded in 2024 after leaving Rigetti Computing.

14.04.2026 60

Fortune

Allie Garfinkle

The startup looking to solve health care’s fax machine problem

Insight Health has raised an $11 million Series A, Fortune has exclusively learned. The round features an unexpected lead investor, the newly formed...

03.04.2026 30

Fortune

Allie Garfinkle

The ‘death of SaaS’ could be the best thing to ever happen to SaaS M&A

While public software multiples compress, private dealmakers are feasting. 2025 was the biggest year for enterprise SaaS M&A since 2021—and the...

31.03.2026 20

Fortune

Allie Garfinkle

VC firms rarely reinvent themselves. Kleiner Perkins did—and has a new $3.5 billion to show for it

Raising funds to plow into the AI boom proved to be not a problem for the firm.

27.03.2026 20

Fortune

Allie Garfinkle

The one-person unicorn: Myth, miracle, or the future of startups?

This founder has no employees, an AI running his company, and $4.5 million in revenue.

26.03.2026 20

Fortune

Allie Garfinkle

The growing problem of ‘tech addiction’ spawns a new detox economy

On the iPad at 6, in rehab at 21.

25.03.2026 50

Fortune

Allie Garfinkle

The rise and uncertain future of $29 billion AI coding startup Cursor

It counts 67% of the Fortune 500 as clients—but still may not survive the AI age.

24.03.2026 30

Fortune

Allie Garfinkle

SpaceX, OpenAI and Anthropic could be 3 of the biggest venture-backed IPOs of all time

If all three went public it could “conceivably create more value than all VC-backed IPOs since 2000 have collectively.”

20.03.2026 30

Fortune

Allie Garfinkle

From robotics to AI agents, Jensen Huang’s GTC keynote was full of signals that startups can’t afford to ignore

Three takeaways from what’s become the biggest stage in tech.

18.03.2026 20

Fortune

Allie Garfinkle

The Google-backed AI investors nobody took seriously in 2017 just raised $220 million

When Google stood up Gradient to back AI startups, even other VCs were skeptical. Eight years later, the firm is closing its fifth fund—and taking...

17.03.2026 20

Fortune

Allie Garfinkle

Exclusive: Translucent, an AI-native healthcare finance startup, raises $27 million Series A

After seeing the challenges of rural hospitals firsthand, Jack O’Hara set his sights on transforming the financials of healthcare.

11.03.2026 40

Fortune

Allie Garfinkle

Anthropic’s Department of War lawsuit is even higher-stakes amid the AI boom

Anthropic suing the U.S. Department of War perhaps wasn’t a surprise, but it was nevertheless a shock.

10.03.2026 20

Fortune

Allie Garfinkle

Meet the breakout VC who goes deep to make a ‘360-degree’ behavioral map before investing in founders

Adam Zeplain, cofounder and managing partner of Mark VC, takes an unconventional coaching approach to venture capital.

06.03.2026 30

Fortune

Allie Garfinkle

This VC backed CrowdStrike and Anduril. His due diligence starts with your father

Mark VC’s Adam Zeplain—who has backed Ring, Reddit, and Anduril— has garnered comparisons to legendary CEO coach Bill Campbell.

06.03.2026 60

Fortune

Allie Garfinkle

Making sense of Anthropic’s fight with the Pentagon—and OpenAI’s opportunity

Anthropic—valued at $380 billion—faces what my colleague Jeremy Kahn calls “the biggest crisis in its five-year existence.”

03.03.2026 40

Fortune

Allie Garfinkle

Exclusive: Flux, backed by 8VC, raises $37 million to vibe code electronics

Matthias Wagner’s Flux, built to vibe code electronics, has raised $37 million from 8VC, Bain Capital Ventures, Liquid 2 Ventures, and Outsiders Fund.

27.02.2026 40

Fortune

Allie Garfinkle