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Anduril is in talks to raise money at a valuation of roughly $100 billion — barely two months after a round that already doubled its price tag to $61 billion. The defense-tech company’s revenue hit $2.2 billion last year, and investors are betting its autonomous drones and software can keep growing like a SaaS business.

If a weapons maker can command software-style multiples, does that reset what founders in adjacent categories — robotics, autonomy, dual-use tech — can expect from their own next round? Reid Hoffman and Mark Pincus, meanwhile, are betting big on a very different kind of automation.

In today’s Startup News AI:
  • Anduril nears a $100B valuation in new talks

  • Hoffman, Pincus launch AI agent lab Prentis

  • AegisAI raises $36M to fight AI phishing

Anduril is in talks to raise new funding at a valuation of roughly $100 billion, with a second-stage kicker that could push the number to $110 billion within a year if the defense-tech company hits certain financial targets.

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What’s the Deal?

  • The jump follows a $5 billion round just two months ago that already doubled Anduril’s valuation to $61 billion, led by Thrive Capital and Andreessen Horowitz.

  • Anduril’s 2026 revenue hit $2.2 billion, and the company has doubled its workforce to keep up with demand for its autonomous drones, software, and the “Thunder” VTOL system.

  • The follow-on stage could push the number to $110 billion within a year if Anduril clears certain financial benchmarks — no decisions have been made yet. Source

Why care?

A defense-tech company nearing a $100 billion price tag, on the heels of a round that already doubled its valuation, shows investors treating autonomous systems and AI-driven defense hardware like software-margin businesses. Founders in adjacent categories — robotics, autonomy, dual-use tech — should expect comparably aggressive term sheets if they can show similar revenue growth.

Prentis, an AI lab co-founded by LinkedIn’s Reid Hoffman and Zynga’s Mark Pincus alongside CEO Ritankar Das, is in talks to raise $100 million at a $1 billion valuation to build AI agents that automate routine office work like insurance claims and customs refunds.

What’s the Deal?

  • Prentis has already signed customer contracts worth up to $50 million and projects a $75 million annualized run rate by Q3 2026 — just months after launching in April 2026.

  • The 25-person team includes researchers pulled from OpenAI, Google DeepMind, Meta, Tencent, and Alibaba, and has built its own model, Hive-32B, to power the agents.

  • Prentis trains its agents by studying how office workers navigate real systems and documents, then automates the resulting workflows end-to-end. Source

Why care?

A $1 billion valuation before a funding round even closes shows investors are still willing to pay up for star-founder AI labs with early revenue to show for it. For founders competing in back-office automation, Prentis’s contract wins signal enterprises are ready to pay for agents that finish tasks, not just draft suggestions.

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AegisAI, founded by former Google security executives, raised a $36 million Series A led by Battery Ventures to scale its AI agents that catch AI-crafted phishing emails traditional filters miss.

What’s the Deal?

  • The round brings AegisAI’s total funding to $49 million, with existing backers Accel and Foundation Capital also participating.

  • Founders Cy Khormaee and Ryan Luo previously built Google’s Safe Browsing and reCAPTCHA systems before starting the company.

  • Customers already include Mesh, LangChain, and Lokker, who use the product to catch malicious PDF attachments and embedded CAPTCHAs that slip past rule-based filters.

Why care?

Khormaee says AI-powered attacks now bypass existing controls more than half the time, nearly double their old success rate — a gap traditional email security vendors aren’t built to close. For investors, the round is a bet that AI-native detection, not bigger rule lists, is the only way to keep pace with AI-generated attacks.

The Shortlist

Genius AI rebranded from GlossGenius and closed a Series D at a $1.15 billion valuation led by Lux Capital, expanding beyond beauty and wellness into the broader in-person service economy.

World Foundation raised $52.5 million in a token sale led by Pantera Capital to expand World ID, its “proof of human” verification system now used by Zoom, Docusign, and Tinder.

Ropedia secured $30 million to build wearable data-capture tech for training robotics and embodied AI systems, cutting data collection costs up to 50x.

Paper raised a $34 million Series A led by Accel and ICONIQ for its AI-native design platform, which grew revenue 25x since launching Paper Desktop earlier this year.

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