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company

Dragoneer Investment Group

Growth investor co-leading Waymo's Series D.

Known aliases

  • Dragoneer

Relationships

No evidence-backed relationships are recorded.

Current stories

invest2 publishers

Kalshi's $40 billion round prices the prediction market at 20 times its revenue run-rate

Kalshi is in advanced talks to raise about $1 billion at a $40 billion valuation, 3.6 times the $11 billion it was worth in December 2025. Most of the volume behind that price comes from sports contracts, so the new investors are betting that regulators and courts keep allowing them.

Reality

Evidence55
Adoption60
Hype gap+20
Incentives50
Confidence55
invest5 publishers

Existing holders take 73% of the stock on offer in Oura's $2.2 billion IPO

Existing holders are selling 36.5 million of the 50 million shares on offer. Oura's own 13.5 million would net about $532.6 million at the $42 midpoint, ahead of pricing on September 29 at up to $14.1 billion.

Perspective Coverage

5 publishers
Builder
Builder 19%
Operator
Operator 22%
Investor
Investor 59%

Reality

Evidence72
Adoption78
Hype gap+18
Incentives76
Confidence68