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tech / AI infrastructure

By lens · 1 takes across the edition

Reports the $5bn October 2025 Series E and $10.5bn June 2026 Series F, noting the doubling in valuation in eight months on AI-coding demand. Highlights that Claude Code is the single largest contributor to new database creation since the start of 2026 and that 59% of the YC W26 batch built on Supabase.

“Supabase doubles its valuation to $10.5B in 8 months as vibe coding and AI agents drive explosive database growth.”