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Kalshi

private
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Kalshi operates a regulated exchange for trading contracts tied to the outcomes of real-world events.

sentiment mix
bull 58%bear 0%neu 42%

funding rounds

private markets
awaiting round data

This slot renders the company's funding history: dates, rounds, amounts, valuations and lead investors once populated in data/funding-rounds.json.

signal summary

latest high-conviction thesis
Kalshi launches GPU forward curves: compute derivatives to become largest market on planet, 10-15x spot volume▾

Compute is becoming the world's largest commodity; derivative markets historically reach 10-15x underlying spot volume, so GPU futures could surpass Treasury futures as compute spend grows 10x to $10T+ by 2030, with prediction markets uniquely suited to price discovery.

tarek mansourT1TBPN2026-07-20
confidence 88 / 100impact High
key themes
  • Prediction Markets89%
  • AI Infrastructure56%
  • Semiconductors44%
  • Payments & Banking Infrastructure33%
  • AI Economics & Business Models33%

bull thesis · 7

89 / 100
  • •Kalshi valued at $5B, partners with Coinbase for US-regulated prediction markets
  • •Kalshi hits $4B+ annualized revenue, raising at $40B valuation
  • •Kalshi hits $4B annualized revenue, doubling in two months on World Cup betting

bear thesis · 0

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company research · 3 videos

mentions · 12

The InformationAnthropic’s Enterprise AI Venture Buys Consultancy, The New Under-the-Radar Prediction Exchange1 mentions · 0▲ 0▼ 1○ · last month
0:006:0012:0018:0025:00
The InformationInside Robinhood’s Prediction Market Play2 mentions · 0▲ 0▼ 2○ · last month
0:002:005:007:0010:00
The InformationInside Kalshi’s $4B+ in Annualized Revenue, Chip Infrastructure Startup Eliyan Hits Unicorn Status3 mentions · 3▲ 0▼ 0○ · last month
0:003:007:0011:0015:00
TBPNKimi, Odyssey, Tyler Cowen Joins, 5 Cups of Coffee, Aston Martin x COD1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0037:001:15:001:52:002:30:00
Sequoia CapitalKalshi's Tarek Mansour: Chaos by Design1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:008:0017:0026:0035:00
Bloomberg TechMeta to Build Cloud Business to Sell Excess AI Compute | Bloomberg Tech 7/01/20261 mentions · 0▲ 0▼ 1○ · 3 months ago
0:0013:0027:0041:0055:00
StripeCreating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara1 mentions · 1▲ 0▼ 0○ · 6 months ago
0:007:0015:0022:0030:00
The InformationNvidia Bull vs. Bear, White House AI Executive Order & Coinbase Prediction Market | Nov 20, 20251 mentions · 0▲ 0▼ 1○ · 10 months ago
0:0010:0020:0030:0040:00
The InformationCoinbase to Launch Prediction Market1 mentions · 1▲ 0▼ 0○ · 10 months ago
0:002:005:007:0010:00