📈 Today, $SPCX crossed $2 trillion in market cap on day one of trading. For investors, the story spans rocket economics, satellite connectivity, and AI infrastructure at an unprecedented scale. Here is what you need to know, generated from our IPO Primer agent in AlphaSense.

Exclusive: AI market-research platform AlphaSense is being valued at $7.5 billion in a fresh round of funding on.wsj.com/4asP7AL

🏀 Can You Dig It? Our #AlphaSummit2026 Keynote Speaker will be Hall of Famer and Global Brand Ambassador Shaquille O'Neal! He spent years in the NBA tearing down backboards and he will bring the house down from the Main Stage at The Glasshouse in NYC on October 6. You won't want to miss his takes on capital investment, entrepreneurship, growing successful brands and much more. Early bird pricing is still available! Book today to explore the next frontier of Market Intelligence: events.alpha-sense.com/alpha…

Save the date! #AlphaSummit 2026 Oct 5-7 | The Glasshouse, NYC Join @AlphaSenseInc to see the future of AI and market intelligence. Community, connection, and game-changing content await. Pre-register here: events.alpha-sense.com/alpha…

A post within a post on the value-add of AI and pricing power of SaaS AI. AlphaSense has a variety of investor tools including a network of experts that field investor calls. These calls are then transcribed and available to all subscribers. 1) The company is now conducting AI-led interviews which are at least 80% good as human-led interviews. This has led to an accelerating increase in content that is both valuable and impossible to individually consume in aggregate. (Exhibit 2 - Notice this transcript is "AI Interviewer" - do the questions seem stupid or pretty good to you?) 2) They now send me a morning email that uses AI to summarize all new calls on companies in my universe. The summaries are probably at least 70% as good as my reading them myself. I can click through to the source interview if I want more detail / context. (Exhibit 1) So let's say 5x content volume X 80% AI-interviewer-led value X 70% AI-summarized value = 2.8x more value to me. I also can still find the really valuable interviews and read them myself. On my last renewal, they showed me this and additional functionality, and we landed on a 50% price increase so I could consume all of it. I choked on the price increase for a bit but then just bit the bullet. I can't really quantify the ROI but I know the value is just obviously there and I have to have it. So while everyone is focused on the negatives of SaaS, I'm just pointing this story out as an example of AI providing new functionality / productivity enhancements that never existed, my indigestion on price increase, and ultimate purchase increase which also just took up my entire research budget. SaaS rolled out AI "features" quickly, but "product" takes longer to cook. My sense is we are getting there, the price increase apprehension also will be ok, and perhaps growth improvements (even if that means sustaining instead of decelerating) may be on the horizon. So maybe everyone is dumbing down AI customer support to seat replacement when the reality might be every company sees 24/7 tier-1 AI customer support that is infinitely patient is a must-have, provides increased value to customers, and the overall invoice going up by 30-40% even w/ some seat loss is totally fine. See pics below for AlphaSense stuff - what investor doesn't want this? Also seems like $CRM checks are positive. [Also, AlphaSense, you should cut my subscription price to 0 for this unsolicited marketing:)]

#AI is only as good as the information it stands on. @AlphaSenseInc #RKO

“Leveraging @AlphaSenseInc #AI tools is a force multiplier for us- it creates super analysts in our organization - allowing our small team to cover more investments and markets”- AlphaSense customer on stage at #RKO

“Investment professionals are not going to lose their jobs due to AI.. they are going to lose their jobs because they are outperformed by their competition that is heavily leveraging #AI” - @AlphaSenseInc customer during a customer panel @ #RKO

Big news at AlphaSense — we’re thrilled to welcome Nilka Thomas as our new Chief People Officer! Nilka brings incredible experience from Lyft & Google and joins after one of our most impactful quarters ever — surpassing $500M ARR. alpha-sense.com/press/alphas…

I’m still feeling energized by what we accomplished last week at #AlphaSummit. So proud of this incredible marketing team and everyone across @AlphaSenseInc who brought this experience to life. The awareness, energy, and connections we sparked last week are only the beginning!

What a week at #AlphaSummit in Brooklyn! Just put together a quick video to share a glimpse and energy of the event. It was amazing to see the @AlphaSenseInc community come together. Talking with customers face-to-face, celebrating huge milestones (like hitting $500M ARR and launching Financial Data agentic AI workflows), and feeling the buzz from inspiring speakers like Nick Saban and Lloyd Blankfein. It’s always great connecting with colleagues I usually only see on screen, and with customers who remind us why we do what we do. Grateful to be part of this team and this moment. If I could tag the whole marketing team at AlphaSense in this post I would, truly one of the best teams I have ever worked with! Special shoutouts 🙏: Kyle Woodruff, Heather Zynczak and Toni Iafrate. Can’t wait for #AlphaSummit 2026 🙌

👏 We just wrapped #AlphaSummit yesterday and we are still feeling the enthusiasm from our customers this morning after 3️⃣ days in Brooklyn! We heard from some inspiring speakers: including legends like Coach Nick Saban and former @GoldmanSachs CEO Lloyd Blankfein. We hit $500M in ARR, announced the acquisition of Carousel and launched Financial Data as well as end-to-end agentic AI Workflows. It was clear from all the conversations that took place this week: the demand for trusted, enterprise-wide AI insights is only getting louder and 6,500 of you are already driving smarter decisions in your organizations. We can't wait for #AlphaSummit 2026: yet another opportunity to raise the bar for market intelligence!

Congratulations @patternhq and Melanie Alder on a successful #IPO! #Utah #women deseret.com/business/2025/09…

Milestone moment for @AlphaSenseInc 🎉 🎤 Hosting our first-ever #AlphaSummit Oct 6–8 in Brooklyn w/ keynote speaker Nick Saban customer execs from finance, tech, pharma, and other sectors. Don’t miss out - join us! events.alpha-sense.com/alpha…

Big moment for @AlphaSenseInc! Named #25 on @Forbes #Cloud100 AND Launching Deep Research Live Events on mobile #AI market intelligence is here! alpha-sense.com/press/alphas…

AlphaSense just changed the game for market intelligence! Today we launched our AI Agent Interviewer and Channel Checks to give you real-time market signals across every sector. Think demand shifts, pricing moves, and supply chain changes before the rest of the market catches on. Here’s why it matters: ✅ 200K investor-led expert interviews in the world’s largest transcript library ✅ AI-led expert calls that uncover fresh insights in hours ✅ Research synthesized in minutes so you can act faster than the competition “Now by combining our unparalleled depth of Tegus content with AI agent-led interviews, we’re delivering the earliest and most accurate view of what’s actually unfolding in the market and helping decision-makers spot market shifts well before they are reflected in earnings reports, filings, or forecasts.” - Jack Kokko, CEO and Founder of AlphaSense Read the full announcement: alpha-sense.com/press/alphas…

Ramping on a company between earnings is time-sensitive and complex. Traditional channel checks slow you down with information bottlenecks, repetitive tasks, and missed opportunities. That ends now. With AI-led Channel Checks now available in the Tegus Expert Insights Library you get trusted expert insights in minutes, not weeks. Watch MJ (@mjastrebski), our SVP of Product, as she shares AI-led Channel Checks that give you real-time visibility into the markets and sectors shaping your portfolio with the precision of industry experts. Learn more about this breakthrough in Expert Research here: alpha-sense.com/resources/pr…

Check out my latest article: Marketing at the Speed of AI: How AlphaSense is Redefining Go-to-Market with Intelligence at the Core linkedin.com/pulse/marketing… via @LinkedIn

Today, @AlphaSenseInc celebrates back-to-back @CNBC Disruptor 50 wins - this year as No. 8 on the list! In addition, we launched Deep Research, our new AI agent that delivers deep, investment-grade analysis in minutes. alpha-sense.com/press-releas…

.@AlphaSenseInc is moving to Hudson Yards, Manhattan! New NYC HQ = new energy. What an amazing space for on-site and visiting teams to collaborate and innovate. I can’t wait to bring the brand to life in this new space! alpha-sense.com/press-releas…