Vertical/agentic AI: Anthropic $400M Coefficient Bio acq ($30B+ ARR confirmed explosive growth) + $2B secondary surge, compliance Vanta $4.15B/Drata $2B disrupting Big Four, Glimpse $35M a16z retail, Steno $49M legal, Harvey $11B, Numos $4.3M GC
Key Questions
What acquisition did Anthropic make?
Anthropic acquired Coefficient Bio for $400 million all-stock in AI biotech oncology. This accompanies confirmed $30 billion+ ARR growth for Claude.
What is Anthropic's total funding and growth?
Anthropic raised $67.3 billion total, with $2 billion secondary surge exceeding OpenAI demand. Claude ARR exploded 1420% from $1 billion in Jan 2025 to Apr 2026.
What are Vanta and Drata's valuations?
Vanta raised $150 million at $4.15 billion; Drata at $2 billion. They disrupt Big Four compliance with automation.
What did Glimpse raise?
Glimpse raised $35 million Series A from a16z for retail AI agents. It shows 14x YoY growth with 200+ brands.
What funding did Steno and Harvey receive?
Steno raised $49 million Series C for AI litigation; Harvey reached $11 billion valuation with $190 million ARR.
What are Numos and Insight Health doing?
Numos raised $4.3 million seed for GC finance; Insight Health $11 million Series A for clinical agents.
What other agentic AI raises?
TENEX.AI $250 million Series B unicorn in cyber; Rosella $2.3 million insurance; Moonbounce $12 million safety; Sycamore $65 million; Coder $90 million.
What sectors are seeing agentic AI disruption?
Verticals include biotech, compliance, retail, legal, finance, health, cyber, insurance, safety, construction (Conxai €5 million), and climate (Satellites On Fire $2.7 million).
Anthropic $400M all-stock acq Coefficient Bio (AI biotech oncology, confirmed $30B+ ARR Claude exploding 1420%+ from $1B Jan'25 to Apr'26, 3.5GW TPU, $67.3B total raised); $2B secondary demand > OpenAI; compliance automation (Vanta $150M $4.15B/Drata $2B/SecurityPal Craft-backed Big Four disruption); Glimpse $35M A a16z retail AI agents (14x YoY 200+ brands); Numos $4.3M seed GC finance; Insight Health $11M A clinical agents; TENEX.AI $250M B unicorn cyber; Steno $49M C litigation; Rosella $2.3M insurance; Moonbounce $12M safety; Harvey $11B $190M ARR; Sycamore $65M/Coder $90M; Satellites On Fire $2.7M climate; Satark India cyber; Conxai €5M construction agents. Open: ARR/proofs/exits/integration.