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▶ 108:25 · $CHAI-DISCOVERY · Chai Discovery raises $400M at $3.8B valuation
episode briefing
TBPN

IBM Nukes, Demis Govt Plan, Clanker Whales, Paramount WBD Deep Dive

2026-07-14 · 8 company · 6 thematic
sentiment
7 bull1 bear0 neu
speakers
noah

Co-founder and CEO of Terrairma, a construction robotics company retrofitting Caterpillar/Deere equipment with SpaceX-derived manufacturing software. Previously worked at SpaceX on Starship production in Boca Chica. Raised $115M led by Kleiner Perkins.

giannis

Co-founder, President, and CTO of Reflection, building frontier open-source AI models. Former founding engineer at DeepMind (15 years), worked on DQN, AlphaGo, AlphaZero, and RLHF for Gemini. Signed $1B compute deal with Nebius.

jack dent

Co-founder of Chai Discovery, a full-stack AI drug discovery company building 3D atomic models for molecule design. Raised $400M at $3.8B valuation from Index, Kleiner Perkins, Sequoia, Dimension. Models deployed in discovery programs at Eli Lilly, Novartis, Pfizer.

evan burns

Co-founder and CEO of State Affairs, a real-time legislative intelligence platform combining on-the-ground journalists with AI knowledge graphs. Previously built and sold Finish Long Drink (consumer goods). Raised $70M from Coastal and Founders Fund.

tyler paige

Founder and CEO of Cipher Digital, an AI data center developer building 4.2GW portfolio (700MW under construction) in West Texas and Ohio. Pivoted from Bitcoin mining; leverages stranded power/fiber arbitrage. Finances via high-yield debt at ~6% and hyperscaler leases (AWS).

john coogan

Co-host of TBPN, a live technology and business show focused on startups, venture capital and Silicon Valley.

quote
“So we got uh yeah we we raised $400 million at a $3.8 billion valuation. We're um super lucky to be partnered uh with Index, Kleiner, Parkkins, Sequoia, and Dimension um who are the sort of the largest checks in in in the round.”
—jack dent
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Chai Discovery raises $400M at $3.8B valuation
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