📝 Supabase raises $200M

Liam Gill
April 24, 2025

In partnership with

Big Tech Has Spent Billions Acquiring AI Smart Home Startups

The pattern is clear: when innovative companies successfully integrate AI into everyday products, tech giants pay billions to acquire them.

Google paid $3.2B for Nest.
Amazon spent $1.2B on Ring.
Generac spent $770M on EcoBee.

Now, a new AI-powered smart home company is following their exact path to acquisition—but is still available to everyday investors at just $1.90 per share.

With proprietary technology that connects window coverings to all major AI ecosystems, this startup has achieved what big tech wants most: seamless AI integration into daily home life.

Over 10 patents, 200% year-over-year growth, and a forecast to 5x revenue this year — this company is moving fast to seize the smart home opportunity.

The acquisition pattern is predictable. The opportunity to get in before it happens is not.

INVEST BEFORE BIG TECH MAKES THEIR MOVE

_{Past performance is not indicative of future results. Email may contain forward-looking statements. See US Offering for details. Informational purposes only.}

News of the Day

Open-source database startup Supabase has raised a $200 million Series D at a $2 billion valuation, led by Accel and joined by major backers like Coatue and Y Combinator, marking a massive leap from its ~$900 million valuation just seven months ago. Riding the “vibe coding” wave, Supabase offers an open-source alternative to Google’s Firebase by bundling PostgreSQL with tools for authentication, APIs, file storage, and AI-friendly vector search—making it a favorite backend for AI-powered apps. With over 1.7 million developers and 81K GitHub stars, it’s fast becoming the go-to backend for the next generation of AI-driven applications.

Doing the opposite of what 99% of people are doing is a great mental model for success in 2025
— Oliver Anwar (@theoliveranwar)
3:00 PM • Apr 22, 2025

If you have tweets you want to submit to be featured here (from you or someone you like), reply to this email with a link!

Chart of the Day

Learn how to make AI work for you

AI won’t take your job, but a person using AI might. That’s why 1,000,000+ professionals read The Rundown AI – the free newsletter that keeps you updated on the latest AI news and teaches you how to use it in just 5 minutes a day.

Are you looking to grow your business? Here is how I can help:

📱Book a Strategy Call to get 1:1 feedback on your pitch, pitch deck and/or fundraising strategy. (If you need general startup advice, then reply to this email, and I’ll let you know if/how I can help.)

Onwards and Upwards,

Liam Gill