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Stock impact report

$100 million-plus funding rounds used to be incredibly rare. Now, 40% of seed and Series A rounds are clearing that bar [Yahoo! Finance]

SOFTBANK GRP UNSP/ADR (SFTBY) 
NASDAQ:AMEX Investor Relations: softbank.jp/en/corp/irinfo/presentations
Company Research Source: Yahoo! Finance
Now, it's started to feel oddly pedestrian to me and—the data actually bears out my ennui: Crunchbase recently calculated that, so far in 2026, over 40% of seed and Series A investment has been funneled into rounds of $100 million or more. Examples of the last few weeks include Humans& (a frontier AI lab that raised a $480 million seed round), Ricursive Intelligence (which raised a $300 million Series A), and Merge Labs, Sam Altman's brain-computer interface company that raised a casual $252 million seed round. This feeling, of course, doesn't just fixate on earlier-stage companies. I actually don't know if there's any funding round number at this point that would genuinely shock me. It's an endless slog of big-number headlines with no sense of where this is all going, especially as pertains to, say, the largest companies in the space. This week alone, reports dropped that SoftBank is in talks to invest another $30 billion in OpenAI (after previously investing $40 billion), and Show less Read more
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