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  1. TechCrunch Fundraising58

    Modelence raises $3M seed led by Y Combinator to bundle the vibe-coding stack

    Modelence, a Y Combinator startup from this summer's batch, raised a $3 million seed round led by Y Combinator.

    Why it matters: Modelence's diagnosis that the fragile part of vibe coding is the glue between services, not any single service, gives readers a concrete way to judge infrastructure bets in this crowded space.

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  1. TechCrunch Fundraising60

    Supabase raises $100M at $5B valuation by turning down million-dollar contracts

    Supabase raised $100 million at a $5 billion valuation, just months after closing $200 million at a $2 billion valuation. On TechCrunch's Equity podcast.

    Why it matters: Supabase's decision to decline large enterprise contracts while raising at a $5B valuation offers a concrete look at how infrastructure startups are positioning themselves in the vibe-coding boom.

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  1. TechCrunch Fundraising75

    Redwood Materials raises $350M Series E led by Eclipse, with Nvidia backing

    Redwood Materials raised a $350 million Series E led by Eclipse, with a new strategic investment from Nvidia's venture arm NVentures. A source put the valuation at about $6 billion.

    Why it matters: Redwood's $350M round and Nvidia's participation show how retired EV batteries are being repurposed to supply power for AI data centers.

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