AI Venture Index

⚡ The Brief 2026-09-13 Read the full brief →

Palo Alto Networks is quietly standing up new infrastructure 39 new TLS endpoints appeared in certificate-transparency logs over the last 90 days (0 in the 90 before) — including staging.telemetry.paloaltonetworks.com and staging.hawkeye.services-edge.paloaltonetworks.com.
Databricks is hiring like something is coming Engineering openings grew 418 → 436 in 15 days on the company's own job board — hiring velocity of this shape historically precedes announcements and rounds..
Cohere is quietly standing up new infrastructure 31 new TLS endpoints appeared in certificate-transparency logs over the last 90 days (0 in the 90 before) — including staging.corgi.cohere.com and staging.checkpoint-tracker.cohere.com.

Venture intelligence before the round. 330 companies scored from SEC filings, certificate transparency, podcast transcripts, GitHub activity, and federal records — every number tracing back to the observation behind it.

⚡ Seen before the round live from the signal ledger — not a mockup

237 days before Anthropic announced its round, secondary SPVs formed to buy its shares — from SEC Form D filings:

Hiive Anthropic Series VII a Series of Hiive Anthropic LLC (CIK 0002065512) 2025-04-25 · 237d early
HII Anthropic-01, a Series of HII Anthropic, LLC (CIK 0002118444) 2026-03-13 · 139d early
HII Anthropic Series-02, a Series of HII Anthropic, LLC (CIK 0002134776) 2026-05-15 · 76d early

Then the round became public: Growth · $300M announced 2025-11 · now VS 44.9

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

Where capital is moving

Largest recent raise: Socure at $156M.
Andreessen Horowitz is most active — 5 deals, $736.4M deployed.
Busiest in Aug — 38 rounds, 6.2× the 6.1/mo average.

Deal flow → · Investor activity →

Early — high signal, no round on record

72.9 Anduril

Scored ≥70 with no disclosed round — names to look at before the money is public. Signal feed →

Top of the Index Three-Point View · VentureSignal

1 Anduril 72.9
2 Palantir 69.4
3 Andrenam 37.6
4 OneWeb 23.5
5 Mythos 0

AI Venture Index (5 matching, ranked by VentureSignal)

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	Anduril Defense signal 6d ago	Anduril Industries builds advanced autonomous systems and defense tec…	72.9 Funding Adoption Developer 0/3 ↗ P73 UNKNOWN Outlook Stable WATCH	—	—	—	— ⚠ dissent	Dissent
2	Palantir Defense signal today	We build software that empowers organizations to effectively integrat…	69.4 Funding $300M Adoption Developer 1/3 ↗ P60 UNKNOWN Outlook Stable	· $300M	—	—	—	—
3	Andrenam Defense signal today	Andrenam is building an AI-powered, distributed maritime sensing netw…	37.6 Funding $18M Adoption Developer 1/3 ↗ P12 early Outlook Stable	Series A · $18M 2026-07	—	—	—	—
4	OneWeb Defense signal 6d ago	Mentioned in relation to satellite capabilities and data transport.	23.5 Funding Adoption Developer 0/3 ↗ P4 UNKNOWN Outlook Stable	—	—	—	—	—
5	Mythos Defense signal 6d ago	Primed officials to view it as a cyber weapon, leading to concerns ab…	0 Funding Adoption Developer 0/3 ↗ P0 UNKNOWN Outlook Stable	—	—	—	—	—