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Startups & Venture·November 11, 2026·1 min read

NY-based Daylight, which provides AI-powered managed security, raised an $80M Series B led by Goldman Sachs Alternatives, sources say at a ~$400M valuation

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Goldman leading an $80M Series B into Daylight at a ~$400M valuation is a bet that AI-native managed security can outpace traditional MSSPs on both detection quality and margin. CISOs should expect pricing and service-level pressure in 2026 renewals as these AI-first platforms push into enterprise accounts.

Startups & Venture

S-1: Nvidia plans to invest about $10B in Anthropic after its IPO, or ~10% of the new cash Anthropic is expected to raise this month, including in the IPO

A planned ~$10B check into Anthropic cements the flywheel: Nvidia funds the model layer that in turn drives demand for its compute. If you’re a model or infra startup, assume tighter strategic coupling between chip providers and frontier labs—distribution and pricing may hinge on which ecosystem you align with.