AI Venture Index

⚡ The Brief 2026-10-28 Read the full brief →

LangChain is quietly standing up new infrastructure 36 new TLS endpoints appeared in certificate-transparency logs over the last 90 days (0 in the 90 before) — including staging.sandbox.langchain.com and staging.opencanvas.langchain.com.
The scout caught a signal on Cloze Nan & Company Properties launched Nan One, an AI-powered platform powered by Cloze, free to all Nan agents to drive agent growth.
The scout caught a signal on SkyPilot SkyPilot co-hosted an AI infrastructure meetup with H Company during a16z's SF Tech Week, drawing strong attendance and technical discussions focused on GPUs.

Venture intelligence before the round. 108 companies in the index, from SEC filings, certificate transparency, podcast transcripts, GitHub activity, and federal records — every number tracing back to the observation behind it.

⚡ How the signal reads one worked instance, live from the ledger — not a mockup

83 days before Modal announced its round, we logged a new product-shaped subdomain on its own domain — from public certificate-transparency records:

api.modal.com logged 2026-07-23 · 83d early certificate dated 2026-07-19

Then the round became public: Series D · $750M announced 2026-10-14 · now VS 88.7

Counted from the day we logged the signal, not the date on the document — the same test the lead-time ledger holds itself to. This is advance notice on a later round of a company already in the index — not a first discovery, and not a seed or Series A case. Whether the same signal finds companies at that stage is not yet established.

See the full evidence chain →

We grade the decks Airbnb '08: missed Uber '08: partly held Buffer '11: missed WeWork '14: held up Front '16: held up your deck gets the same grading →

I'm a… Investor — show me the movers Operator — show me what's winning Founder — your sector: AI infra Defense Biotech Enterprise Emerging

Investor Desk what the investor lens sees

Your pipeline

Track deals through diligence once you join — a private board over the public index.

Where capital is moving

Largest recent raise: TypeSafe AI at $870M.
Andreessen Horowitz is most active — 16 deals, $8.7B deployed.
Busiest in Oct — 17 rounds against an average of 4.3/mo.

High signal, funding not captured

Scored ≥70 with no funding round in our data — strong outside signal where our own financing coverage is thin. Not a claim that these companies are unfunded. Signal feed →

Top of the Index Three-Point View · VentureSignal

1 LangChain 85.8
2 Instinct 82.2
3 Ollama 82
4 Databricks 81.8
5 Harvey 80.4

AI Venture Index (104 of 108 in the index, ranked by VentureSignal)

This is a count of companies whose evidence is sufficient to publish a profile — not a list of qualified leads. Whether a company is a fit for a seed/Series-A sourcing buyer is a separate decision, assessed company by company and counted separately: qualified prospects →

Each score is a cross-signal composite. The strip under it shows the three families it’s built from — funding, package adoption, and developer momentum — lit when present, and how many of the three back the score. Fewer signals means a coverage-discounted score, not a missing one.

Tick 2–4 companies, then compare them side by side. ⬇ Download the index (CSV)

	#	Company	Description	VentureSignal ↓	Latest round	Hiring (eng)	Momentum	AI Maturity	Event
	1	LangChain AI infra signal today	LangChain enables every company to own their intelligence. Control, g…	85.8 Funding Adoption 40.3M/wk Developer 84.4 2/3 ↗ P100 UNKNOWN Outlook Stable	—	54 / 101	84.4	86.9	—
	2	Instinct Emerging signal today	Instinct is a personal assistant that understands your work and takes…	82.2 Funding $1B Adoption Developer 1/3 ↗ P100 growth Outlook Stable	Series C · $1B 2026-09-28	—	—	—	—
	3	Ollama AI infra signal today	Ollama is the easiest way to run and build with open AI models locall…	82 Funding Adoption 3.5M/wk ▲+6% Developer 80.7 2/3 ↗ P98 UNKNOWN Outlook Stable WATCH	—	6 / 7	80.7	77.3 ⚠ dissent 1 rec	Adopt Up
	4	Databricks Enterprise signal today	Databricks offers a unified platform for data, analytics and AI. Buil…	81.8 Funding $5B Adoption Developer 1/3 ↗ P97 UNKNOWN Outlook Stable WATCH	Unknown · $5B 2026-08-13	418 / 894	—	— ⚠ dissent	Dissent
	5	Harvey Emerging signal today	Part of a suite of legal tools offered by Contemporary	80.4 Funding $550M Adoption Developer 1/3 ↗ P97 UNKNOWN Outlook Stable	Unknown · $550M 2026-09-09	—	—	—	—
	6	OpenRouter AI infra signal today	The unified interface for every model. Find the best models & prices …	79.5 Funding $113M Adoption 2.6M/wk ▲+103% Developer 2/3 ↗ P96 growth Outlook Stable WATCH	Series B · $113M 2026-05-26	15 / 28	—	— ⚠ dissent	Break Out
	7	Boring Company Emerging signal 4d ago	The Boring Company builds safe, fast-to-dig, low-cost transportation,…	79 Funding $3B Adoption Developer 1/3 ↗ P92 UNKNOWN Outlook Stable	· $3B	—	—	—	—
	8	SpaceX Emerging signal today	SpaceX designs, manufactures and launches advanced rockets and spacec…	79 Funding $1B Adoption Developer 1/3 ↗ P92 UNKNOWN Outlook Stable	· $1B	1528 / 2834	—	—	—
	9	River AI Emerging signal today	River AI helps teams create accurate, consistent content fast using g…	77.7 Funding $1.1B Adoption Developer 1/3 ↗ P100 early Outlook Stable WATCH	Series A · $1.1B 2026-08-11	12 / 20	—	— ⚠ dissent	Dissent
	10	BerriAI (LiteLLM) AI infra signal today	LiteLLM is the open-source AI gateway that puts your full AI stack be…	77.1 Funding Adoption 21.7M/wk Developer 89.1 2/3 ↗ P90 UNKNOWN Outlook Stable WATCH	—	7 / 9	89.1	78.4 ⚠ dissent	Dissent
	11	Fluidstack Emerging signal today	We build compute faster than anyone on the planet. Gigawatt data cent…	75.7 Funding $830M Adoption Developer 1/3 ↗ P98 early Outlook Stable WATCH	Series A · $830M 2026-07-21	134 / 254	—	— ⚠ dissent	Dissent
	12	Etched Emerging signal today	Co-designed chips, racks, and software to push the pareto frontier to…	75.2 Funding $700M Adoption Developer 1/3 ↗ P87 UNKNOWN Outlook Stable WATCH	Unknown · $700M 2026-08-18	78 / 117	—	— ⚠ dissent	Dissent
	13	Prime Intellect AI infra signal today	Train, deploy, and continuously improve your own models on an integra…	74.9 Funding $130M Adoption 1.2M/wk Developer 71.5 ▼-2.5 3/3 ↗ P95 early Outlook Negative	Series A · $130M 2026-07-08	28 / 39	71.5	72.2	Trend Down
	14	Qdrant AI infra signal today	Qdrant is an Open-Source Vector Search Engine written in Rust. It pro…	74.7 Funding $50M Adoption 4.2M/wk ▲+1% Developer 70.5 ▲+1.6 3/3 ↗ P94 growth Outlook Positive WATCH	Series B · $50M 2026-03-12	—	70.5	68.6 ⚠ dissent	Trend Up
	15	TypeSafe AI AI infra signal today	TypeSafe AI is an AI lab building machine-native intelligence infrast…	74.7 Funding $870M Adoption Developer 68.2 ▲+0.6 2/3 ↗ P86 UNKNOWN Outlook Positive WATCH	Unknown · $870M 2026-10-09	7 / 15	68.2	— ⚠ dissent	Trend Up
	16	Together AI AI infra signal today	Build what's next on the AI Native Cloud. Full-stack AI platform for …	73.8 Funding $800M Adoption 426k/wk ▲+2% Developer 69.2 3/3 ↗ P90 growth Outlook Stable	Series C · $800M 2026-07-01	66 / 87	69.2	69.3 1 rec	Adopt Up
	17	Chroma AI infra signal today	Open-source search infrastructure for AI	73.4 Funding Adoption 2.2M/wk Developer 66.9 ▲+5.4 2/3 ↗ P81 UNKNOWN Outlook Positive	—	1 / 1	66.9	70.9	Trend Up
	18	e2b AI infra signal today	The AI Agent Cloud. An isolated machine for every AI agent: run code,…	73.4 Funding Adoption 1.8M/wk ▲+77% Developer 69.5 ▲+1.0 2/3 ↗ P81 UNKNOWN Outlook Positive	—	8 / 14	69.5	72.3	Break Out
	19	EliseAI Emerging signal today	EliseAI is the industry-leading AI platform transforming both propert…	72.9 Funding $350M Adoption Developer 1/3 ↗ P78 UNKNOWN Outlook Stable	Unknown · $350M 2026-09-29	37 / 119	—	—	—
	20	Preference Model signal today	Preference Model is a superintelligence data research company, buildi…	71.5 Funding Adoption Developer 1/3 ↗ P68 UNKNOWN Outlook Stable	Unknown 2026-10-07	5 / 5	—	—	—
	21	mastra AI infra signal today	Ship AI agents that reason, remember, and act in TypeScript. Mastra p…	71.2 Funding Adoption 811k/wk ▲+81% Developer 75.2 2/3 ↗ P67 UNKNOWN Outlook Stable	—	2 / 2	75.2	—	Break Out
	22	Nous Research signal today	Nous Research is a pioneer in open AI training and research. We creat…	71 Funding $90M Adoption Developer 91.7 2/3 ↗ P85 growth Outlook Stable	Series B · $90M 2026-10-07	—	91.7	—	—
	23	Weaviate AI infra signal today	Bring AI-native applications to life with less hallucination, data le…	70.5 Funding Adoption 1.5M/wk Developer 65.7 ▲+2.2 2/3 ↗ P65 UNKNOWN Outlook Positive WATCH	—	0 / 2	65.7	59.7 ⚠ dissent	Trend Up
	24	LlamaIndex AI infra signal today	LlamaParse is the world's best agentic OCR for processing complex doc…	70.3 Funding Adoption 520k/wk ▼-7% Developer 78.9 ▲+1.5 2/3 ↗ P65 UNKNOWN Outlook Positive	—	3 / 4	78.9	80.7	Trend Up
	25	Clasp, Inc. signal today	Clasp puts benefits administration on autopilot, so you can focus on …	68.6 Funding Adoption Developer 0/3 ↗ P59 UNKNOWN Outlook Stable	—	1 / 5	—	—	—
	26	Braintrust AI infra signal today	Ship quality agents at scale. Braintrust is the AI observability plat…	68.4 Funding $80M Adoption 3.4M/wk ▲+18% Developer 2/3 ↗ P77 growth Outlook Stable WATCH	Series B · $80M 2026-02-17	15 / 30	—	— ⚠ dissent	Adopt Up
	27	Chai Discovery Biotech signal today	Building frontier artificial intelligence to predict and reprogram th…	67.9 Funding $400M Adoption Developer 1/3 ↗ P75 growth Outlook Stable	Series C · $400M 2026-07-14	10 / 21	—	—	—
	28	General Compute Emerging signal today	The neocloud for alternative chips.	67.2 Funding $400M Adoption Developer 1/3 ↗ P58 UNKNOWN Outlook Stable	Unknown · $400M 2026-07-17	6 / 8	—	—	—
	29	OpenAI AI infra signal today	We believe our research will eventually lead to artificial general in…	67 Funding $10B Adoption Developer 87.7 2/3 ↗ P57 UNKNOWN Outlook Stable WATCH	· $10B 2023-01	—	87.7	— ⚠ dissent	Dissent
	30	CopilotKit AI infra signal today	The Enterprise-Ready Frontend Stack for Agents. CopilotKit lets you i…	66.8 Funding $27M Adoption 430k/wk ▲+23% Developer 78.8 ▲+3.3 3/3 ↗ P90 early Outlook Positive WATCH	Series A · $27M 2026-05-05	1 / 1	78.8	70.2 ⚠ dissent	Trend Up
	31	Factory Emerging signal today	—	66.8 Funding $200M Adoption Developer 1/3 ↗ P56 UNKNOWN Outlook Stable	Unknown · $200M 2026-09-16	—	—	—	—
	32	Grammarly Emerging signal today	Grammarly makes AI writing convenient. Work smarter with personalized…	66.7 Funding Adoption Developer 0/3 ↗ P55 UNKNOWN Outlook Stable	—	—	—	—	—
	33	Superhuman Emerging signal today	Another company that grew to have a significant ownership stake from …	66.7 Funding Adoption Developer 0/3 ↗ P55 UNKNOWN Outlook Stable	—	—	—	—	—
	34	Whoop Emerging signal today	Optimize sleep, strain, and recovery with WHOOP, the most advanced he…	66.4 Funding $400M Adoption Developer 1/3 ↗ P55 UNKNOWN Outlook Stable	· $400M	78 / 135	—	—	—
	35	Starcloud Emerging signal today	Explore Starcloud's pioneering data centers in space, offering 90% lo…	66.3 Funding $250M Adoption Developer 1/3 ↗ P88 early Outlook Stable	Series A · $250M 2026-08-21	—	—	—	—
	36	Clay Emerging signal today	VC name mentioned as someone to build consensus with.	65.7 Funding Adoption Developer 1/3 ↗ P53 UNKNOWN Outlook Stable	—	—	—	—	—
	37	Cerebras Emerging signal today	Supplies a chip to OpenAI	65.3 Funding $1B Adoption Developer 42.1 2/3 ↗ P52 UNKNOWN Outlook Stable	· $1B	99 / 119	42.1	—	—
	38	Quaise Emerging signal today	Quaise is an energy company unlocking geothermal energy for the world…	63 Funding Adoption Developer 1/3 ↗ P49 UNKNOWN Outlook Stable	—	4 / 8	—	—	—
	39	Socure Emerging signal today	Socure is the leading AI-powered identity verification platform trust…	62.7 Funding $156M Adoption Developer 1/3 ↗ P47 UNKNOWN Outlook Stable	Unknown · $156M 2026-08-27	35 / 80	—	—	—
	40	Emerald AI Emerging signal today	Emerald AI turns AI data centers into flexible grid assets, unlocking…	62.2 Funding $150M Adoption Developer 1/3 ↗ P46 UNKNOWN Outlook Stable	Unknown · $150M 2026-08-25	4 / 8	—	—	—
	41	Delos Data Emerging signal today	Delos Data delivers Delos Nonstop AI™—low-latency, high-bandwidth int…	60.7 Funding $100M Adoption Developer 1/3 ↗ P45 UNKNOWN Outlook Stable	Unknown · $100M 2026-09-17	13 / 15	—	—	—
	42	Astra Emerging signal today	Astra is a private space company with Rocket 4.0 offering responsive …	60.3 Funding Adoption Developer 1/3 ↗ P45 UNKNOWN Outlook Stable	—	—	—	—	—
	43	Exein AI infra signal today	Exein provides advanced runtime security solutions across Physical AI…	60.2 Funding $270M Adoption Developer 59.1 2/3 ↗ P44 UNKNOWN Outlook Stable WATCH	Unknown · $270M 2026-09-15	—	59.1	69.4 ⚠ dissent	Dissent
	44	Anthropic Enterprise signal today	Anthropic is an AI safety and research company that's working to buil…	58.7 Funding $10B Adoption Developer 1/3 ↗ P41 UNKNOWN Outlook Stable WATCH	· $10B 2025-11	314 / 681	—	— ⚠ dissent	Dissent
	45	Rillet Emerging signal today	Today's top finance teams trust Rillet to close faster, report in rea…	58.2 Funding $100M Adoption Developer 1/3 ↗ P41 UNKNOWN Outlook Stable	Unknown · $100M 2026-08-21	6 / 41	—	—	—
	46	Gallatin AI signal today	Gallatin is building a logistics platform based on the needs and cons…	56.6 Funding Adoption Developer 1/3 ↗ P36 UNKNOWN Outlook Stable	—	16 / 25	—	—	—
	47	Kaiko Biotech signal today	Your Clinical AI assistant that supports across full patient care, co…	56.2 Funding $53M Adoption Developer 45.1 2/3 ↗ P50 growth Outlook Stable	Series B · $53M 2026-09-14	—	45.1	—	—
	48	Sierra Enterprise signal today	Sierra helps businesses build better, more human customer experiences…	55.7 Funding $175M Adoption Developer 1/3 ↗ P48 growth Outlook Stable	Series B · $175M 2024-10-01	96 / 213	—	—	—
	49	Code Rabbit AI infra signal today	Ship more software, faster, with code you trust. Independent AI code …	55.6 Funding Adoption Developer 63.1 ▼-3.3 2/3 ↗ P35 UNKNOWN Outlook Negative	—	15 / 46	63.1	—	Trend Down
	50	Ampersand signal today	Built for CRMs, ERPs, and other critical systems your customers run o…	53.6 Funding $15M Adoption Developer 71.7 ▼-0.9 2/3 ↗ P76 early Outlook Negative	Series A · $15M 2026-10-06	5 / 6	71.7	—	Trend Down
	51	Trase Emerging signal today	Trase builds governed AI agents for healthcare, government, and enter…	53.4 Funding $107M Adoption Developer 1/3 ↗ P89 pre-seed Outlook Stable	Seed · $107M 2026-06-24	3 / 5	—	—	—
	52	8090 Labs Emerging signal today	8090 is the AI-native software development platform that keeps busine…	53.3 Funding $135M Adoption Developer 1/3 ↗ P71 early Outlook Stable WATCH	Series A · $135M 2026-06-29	—	—	— ⚠ dissent	Dissent
	53	Lightfield Emerging signal today	Lightfield is an AI-native CRM for companies to capture, analyze, and…	53.3 Funding $47M Adoption Developer 1/3 ↗ P71 early Outlook Stable	Series A · $47M 2026-09-09	—	—	—	—
	54	Zipline Emerging signal 4d ago	Making compliance management simple for healthcare, aged care and ski…	53 Funding $150M Adoption Developer 1/3 ↗ P33 UNKNOWN Outlook Stable	· $150M	—	—	—	—
	55	ElevenLabs AI infra signal today	Create lifelike speech with our AI voice generator and voice agents p…	51.7 Funding $180M Adoption Developer 70.6 ▲+3.3 2/3 ↗ P33 growth Outlook Positive	Series C · $180M 2025-01-30	56 / 153	70.6	—	Trend Up
	56	Cognition Emerging signal today	Cognition operates Devin, the first autonomous software engineer. Dev…	51 Funding $175M Adoption Developer 1/3 ↗ P67 early Outlook Stable	Series A · $175M 2024-04-08	41 / 107	—	—	—
	57	Daytona AI infra signal today	Deploy Al code with confidence using Daytona's lightning-fast infrast…	50.1 Funding $24M Adoption 2.1M/wk ▲+17% Developer 17.9 3/3 ↗ P55 early Outlook Stable WATCH	Series A · $24M 2026-02-05	—	17.9	54.1 ⚠ dissent 1 rec	Adopt Up
	58	Perplexity Enterprise signal today	Perplexity is a free AI-powered answer engine that provides accurate,…	49.3 Funding $500M Adoption Developer 1/3 ↗ P27 growth Outlook Stable	Series B · $500M 2024-12-01	64 / 134	—	—	—
	59	Helium Emerging signal 4d ago	Helium allows anyone to build and own massive wireless networks.	48.8 Funding $111M Adoption Developer 1/3 ↗ P27 UNKNOWN Outlook Stable	· $111M	—	—	—	—
	60	Valarian Emerging signal today	Adopt AI at the pace it moves, without betting your institution on an…	48.5 Funding $50M Adoption Developer 1/3 ↗ P50 early Outlook Stable	Series A · $50M 2026-07-14	9 / 12	—	—	—
	61	Gradium AI infra signal today	Low latency Text-to-Speech, Speech-to-Text, Voice Cloning and Voice D…	47.9 Funding $100M Adoption Developer 47.7 2/3 ↗ P87 pre-seed Outlook Stable	Seed · $100M 2026-07-09	—	47.7	—	—
	62	Rundoo Emerging signal today	Modern, easy to use point of sale for independent supply stores, powe…	47.4 Funding $30M Adoption Developer 1/3 ↗ P25 growth Outlook Stable	Series B · $30M 2026-08-19	2 / 8	—	—	—
	63	Manufact AI infra signal today	Get on ChatGPT and Claude plugin stores, understand how agents use th…	46.7 Funding $6.3M Adoption 38k/wk ▼-18% Developer 71.2 3/3 ↗ P81 pre-seed Outlook Stable	Seed · $6.3M 2026-02-12	—	71.2	—	Adopt Down
	64	Clueso signal today	Create, edit, translate, and keep videos up to date with Clueso. Buil…	45.4 Funding $10M Adoption Developer 49 2/3 ↗ P45 early Outlook Stable	Series A · $10M 2026-10-13	—	49	—	—
	65	Synthefy AI infra signal today	First predictions in seconds, not weeks. Synthefy helps enterprise da…	45.2 Funding $6.5M Adoption Developer 59.7 2/3 ↗ P79 pre-seed Outlook Stable	Seed · $6.5M 2026-08-18	—	59.7	—	—
	66	Upscale AI Emerging signal today	Upscale builds next-generation AI network infrastructure with scalabl…	44.6 Funding $200M Adoption Developer 1/3 ↗ P38 early Outlook Stable	Series A · $200M 2026-01-21	29 / 34	—	—	—
	67	Inferact Emerging signal today	Inferact is frontier inference you control. Built by the creators of …	42.1 Funding $150M Adoption Developer 1/3 ↗ P74 pre-seed Outlook Stable	Seed · $150M 2026-01-22	25 / 32	—	—	—
	68	Mindgard Emerging signal today	Discover, assess and red team AI models, agents and applications with…	40.4 Funding $30M Adoption Developer 17.8 2/3 ↗ P26 early Outlook Stable	Series A · $30M 2026-08-13	—	17.8	—	—
	69	Hypercubic AI infra signal today	Hypercubic is agentic AI for mainframe modernization, helping enterpr…	37.9 Funding $5.3M Adoption Developer 47.1 2/3 ↗ P60 pre-seed Outlook Stable	Seed · $5.3M 2026-08-18	0 / 1	47.1	—	—
	70	World Labs Emerging signal today	World Labs is a startup that builds spatial intelligence products and…	37.3 Funding Adoption Developer 1/3 ↗ P14 UNKNOWN Outlook Stable	—	7 / 8	—	—	—
	71	Parasail Emerging signal today	Parasail is the inference cloud for AI-native startups. Run any open …	36.2 Funding $32M Adoption Developer 1/3 ↗ P24 early Outlook Stable	Series A · $32M 2026-04-15	5 / 8	—	—	—
	72	Gimlet Labs AI infra signal today	Gimlet Labs is an applied research lab focused on building high perfo…	35.2 Funding $300M Adoption Developer 10.3 2/3 ↗ P19 growth Outlook Stable	Series B · $300M 2026-09-04	—	10.3	—	—
	73	LMArena AI infra signal today	Chat, compare, vote for the world's best AI models. Join the communit…	34.7 Funding $150M Adoption 17k/wk ▼-6% Developer 26.9 ▲+4.8 3/3 ↗ P19 early Outlook Positive	Series A · $150M 2026-01-06	11 / 19	26.9	—	Trend Up
	74	Aristotle signal today	Aristotle is the AI tutor built to teach, not give answers. Used by f…	34.1 Funding $5M Adoption Developer 1/3 ↗ P51 pre-seed Outlook Stable	Seed · $5M 2026-09-16	2 / 4	—	—	—
	75	Replit Enterprise signal today	Describe what you want. Replit builds it. Get a working app or websit…	34.1 Funding $97.4M Adoption Developer 1/3 ↗ P15 growth Outlook Stable	Series B · $97.4M 2023-04-25	21 / 32	—	—	—
	76	Ropedia Emerging signal today	Ropedia builds the data infrastructure for Physical AI by capturing i…	33.2 Funding $22M Adoption Developer 3.7 2/3 ↗ P17 early Outlook Stable	Series A · $22M 2026-07-23	—	3.7	—	—
	77	HTD Health, Inc. signal today	HTD helps clients transform digital health through product design, he…	32.6 Funding Adoption Developer 42.9 1/3 ↗ P11 UNKNOWN Outlook Stable	—	—	42.9	—	—
	78	Saronic Emerging signal today	Providing the most advanced and capable autonomous vessels in the mar…	31.9 Funding Adoption Developer 1/3 ↗ P10 UNKNOWN Outlook Stable	—	122 / 246	—	—	—
	79	Alva Energy signal today	A Boston-area nuclear energy company launching with $33M funding to e…	30.7 Funding $33M Adoption Developer 1/3 ↗ P10 early Outlook Stable	Series A · $33M 2026-02-12	5 / 7	—	—	—
	80	Scale AI Emerging signal today	Scale delivers proven data, evaluations, and outcomes to AI labs, gov…	30.6 Funding $14.3B Adoption Developer 1/3 ↗ P8 UNKNOWN Outlook Stable	Strategic · $14.3B 2025-06	—	—	—	—
	81	Lightsage AI infra signal today	Lightsage is the Agent-Led Growth Platform for software companies. Wi…	30.4 Funding $4M Adoption Developer 32.9 2/3 ↗ P40 pre-seed Outlook Stable	Seed · $4M 2026-09-08	3 / 6	32.9	—	—
	82	Lyzr AI infra signal today	Most AI agent projects never reach production. Lyzr provides the plat…	24 Funding $100M Adoption 17/wk ▼-15% Developer 23 3/3 ↗ P6 growth Outlook Stable	Series B · $100M 2026-07-09	—	23	—	Adopt Down
	83	Respan AI infra signal today	The AI router with built-in observability & automated evals.	23 Funding $5M Adoption 12k/wk ▼-6% Developer 2/3 ↗ P28 pre-seed Outlook Stable	Seed · $5M 2026-03-18	—	—	—	Adopt Down
	84	Thunder Compute AI infra signal today	CPU and GPU sandboxes for AI agents and persistent GPU instances for …	22.3 Funding $13M Adoption Developer 9.9 2/3 ↗ P6 UNKNOWN Outlook Stable	Unknown · $13M 2026-08-19	—	9.9	—	—
	85	Parler AI infra signal today	Parler is a social media platform for creators, brands, and communiti…	20.7 Funding Adoption Developer 25.7 1/3 ↗ P5 UNKNOWN Outlook Stable	—	—	25.7	—	—
	86	DeepGram AI infra signal today	Power enterprise voice solutions with Deepgram’s Speech-to-Text, Text…	19 Funding Adoption Developer 23.2 ▼-9.8 2/3 ↗ P5 UNKNOWN Outlook Negative	—	41 / 80	23.2	—	Trend Down
	87	Thumbtack Emerging signal today	Find local pros, compare prices and book home services in a few simpl…	0 Funding $1.2M Adoption Developer 1/3 ↗ P0 pre-seed Outlook Stable	Seed · $1.2M	20 / 47	—	—	—
	88	Wealthsimple Emerging signal today	Being better than a bank means more of everything. Spend, trade and i…	0 Funding Adoption Developer 1/3 ↗ P0 UNKNOWN Outlook Stable	—	12 / 41	—	—	—
Established & late-stage — the bench backing the new wave. Their moves are signals, not new bets.
		Modal established AI infra signal today	Cloud infrastructure for teams that develop, train, and serve AI appl…	88.7 Funding $750M Adoption 10.7M/wk ▲+1% Developer 71.1 ▲+1.5 3/3 ↗ P100 late Outlook Positive	Series D · $750M 2026-10-14	27 / 43	71.1	67.8 1 rec	Trend Up
		Legora established Emerging signal today	Legora is the collaborative AI powering lawyers to review and researc…	79 Funding $550M Adoption Developer 1/3 ↗ P88 late Outlook Stable	Series E · $550M 2026-10-21	106 / 290	—	—	—
		Supabase established AI infra signal today	Build production-grade applications with a Postgres database, Authent…	76.8 Funding $500M Adoption 31.4M/wk ▲+49% Developer 85.2 ▼-0.5 3/3 ↗ P85 late Outlook Negative	Growth · $500M 2026-06-04	46 / 64	85.2	84.4 1 rec	Break Out
		Temporal established Emerging signal today	Samar Abbas, CEO of Temporal, discusses the company's platform for du…	75.6 Funding $550M Adoption Developer 1/3 ↗ P81 late Outlook Stable	Series E · $550M	—	—	—	—
		Groq established AI infra signal today	Groq is the premier neocloud for fast inference. One fully integrated…	73.4 Funding $650M Adoption 4.5M/wk Developer 38.6 3/3 ↗ P77 late Outlook Stable WATCH	Growth · $650M 2026-06-22	—	38.6	49.5 ⚠ dissent 1 rec	Dissent
		Fireworks established AI infra signal today	Fireworks’ state of the art training and inference platform take you …	69.2 Funding $1.5B Adoption Developer 71.5 ▲+2.1 2/3 ↗ P65 late Outlook Positive	Series D · $1.5B 2026-07-16	41 / 90	71.5	63.3 1 rec	Trend Up
		Baseten established AI infra signal today	Serve and scale open-source and custom AI models on the fastest, most…	64.6 Funding $1.5B Adoption 93k/wk ▲+4% Developer 62.5 ▼-0.8 3/3 ↗ P50 late Outlook Negative WATCH	Series F · $1.5B 2026-06-22	49 / 105	62.5	55.8 ⚠ dissent 1 rec	Trend Down
		Mistral AI established Emerging signal today	Frontier open-weight models you own and control. Customize with Forge…	63.6 Funding Adoption Developer 68.3 ▼-0.6 2/3 ↗ P46 late Outlook Negative	Series D 2026-09-08	—	68.3	—	Trend Down
		Cursor established Enterprise signal today	Built to make you extraordinarily productive, agents turn ideas into …	62.2 Funding $900M Adoption Developer 20.9 ▲+4.0 2/3 ↗ P42 late Outlook Positive WATCH	Growth · $900M	54 / 123	20.9	— ⚠ dissent	Trend Up
		Stripe established AI infra signal today	Stripe is a financial services platform that helps all types of busin…	59.8 Funding $2.3B Adoption Developer 73.7 ▲+1.3 2/3 ↗ P38 late Outlook Positive	Growth · $2.3B 2023	226 / 716	73.7	—	Trend Up
		Hugging Face established AI infra signal today	We’re on a journey to advance and democratize artificial intelligence…	58.3 Funding $235M Adoption Developer 85.5 2/3 ↗ P35 late Outlook Stable	Series D · $235M 2023-08	—	85.5	—	—
		Lambda established Enterprise signal today	Train and scale AI on NVIDIA VR200 NVL 72, GB300 NVL 72, B300, B200, …	53.9 Funding $480M Adoption Developer 1/3 ↗ P27 late Outlook Stable	Series D · $480M 2025-02-15	47 / 96	—	—	—
		Lovable established Enterprise signal today	Describe what you want in plain language and Lovable builds it: full-…	46.2 Funding $200M Adoption Developer 1/3 ↗ P19 late Outlook Stable	Growth · $200M 2025	36 / 82	—	—	—
		Moonshot AI established Emerging signal today	Welcome to Moonshot AI. Our mission is to seek the optimal conversion…	46.1 Funding $300M Adoption Developer 17 ▼-0.8 2/3 ↗ P15 late Outlook Negative	Growth · $300M	—	17	—	Trend Down
		Coralogix established AI infra signal today	Ingest all your data, store it indefinitely on your cloud, and query …	43.2 Funding $200M Adoption 23k/wk ▲+34% Developer 2/3 ↗ P8 late Outlook Stable WATCH	Series F · $200M 2026-06	—	—	— ⚠ dissent	Break Out
		Cohere established Emerging signal today	Cohere builds powerful models and AI solutions enabling enterprises t…	35.6 Funding $500M Adoption Developer 5 2/3 ↗ P4 late Outlook Stable	Growth · $500M 2025-08	49 / 118	5	—	—