Companies108ⓘ Funding$41.6B Rounds77 ▼1 mo Investors75 Eng roles4338 ● data fresh
VIX The Intelligent Venture Terminal beta

AI Venture Index

⚡ The Brief 2026-10-28 Read the full brief →
  1. 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.
  2. The scout caught a signal on Upscale AI Upscale AI, a Santa Clara networking startup backed by Nvidia, launched a platform on Thursday that lets data centers link AI chips made by different suppliers, Reuters reported.
  3. Together AI is quietly standing up new infrastructure 1534 new TLS endpoints appeared in certificate-transparency logs over the last 90 days (0 in the 90 before) — including staging.together.ai and dashboard.yaroslav-xgt8w.s1.us-central-8a.cloud.together.ai.

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 88.3

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 →
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

Nothing qualifying under the current filter.

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. 1 Instinct 82.2
  2. 2 Harvey 80.4
  3. 3 Boring Company 79
  4. 4 SpaceX 79
  5. 5 River AI 77.7

AI Venture Index (45 matching, 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 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 — — — —
2 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 — — — —
3 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 — — — —
4 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 1525 / 2834 — — —
5 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 / 19 — — ⚠ dissent Dissent
6 Fluidstack Emerging signal today We build compute faster than anyone on the planet. Gigawatt data cent… 75.7
Funding $830M Adoption Developer 1/3 ↗
P95 early Outlook Stable WATCH
Series A · $830M 2026-07-21 134 / 253 — — ⚠ dissent Dissent
7 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 77 / 116 — — ⚠ dissent Dissent
8 EliseAI Emerging signal today EliseAI is the industry-leading AI platform transforming both propert… 73
Funding $350M Adoption Developer 1/3 ↗
P79 UNKNOWN Outlook Stable
Unknown · $350M 2026-09-29 37 / 120 — — —
9 General Compute Emerging signal today The neocloud for alternative chips. 67.3
Funding $400M Adoption Developer 1/3 ↗
P58 UNKNOWN Outlook Stable
Unknown · $400M 2026-07-17 6 / 8 — — —
10 Factory Emerging signal today — 66.8
Funding $200M Adoption Developer 1/3 ↗
P56 UNKNOWN Outlook Stable
Unknown · $200M 2026-09-16 — — — —
11 Grammarly Emerging signal today Grammarly makes AI writing convenient. Work smarter with personalized… 66.8
Funding Adoption Developer 0/3 ↗
P56 UNKNOWN Outlook Stable
— — — — —
12 Superhuman Emerging signal today Another company that grew to have a significant ownership stake from … 66.8
Funding Adoption Developer 0/3 ↗
P56 UNKNOWN Outlook Stable
— — — — —
13 Starcloud Emerging signal today Explore Starcloud's pioneering data centers in space, offering 90% lo… 66.4
Funding $250M Adoption Developer 1/3 ↗
P90 early Outlook Stable
Series A · $250M 2026-08-21 — — — —
14 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 80 / 134 — — —
15 Clay Emerging signal today VC name mentioned as someone to build consensus with. 65.7
Funding Adoption Developer 1/3 ↗
P54 UNKNOWN Outlook Stable
— — — — —
16 Cerebras Emerging signal today Supplies a chip to OpenAI 65.3
Funding $1B Adoption Developer 42.2 2/3 ↗
P52 UNKNOWN Outlook Stable
· $1B 98 / 119 42.2 — —
17 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 — — —
18 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 / 79 — — —
19 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 — — —
20 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 — — —
21 Astra Emerging signal today Astra is a private space company with Rocket 4.0 offering responsive … 60.3
Funding Adoption Developer 1/3 ↗
P44 UNKNOWN Outlook Stable
— — — — —
22 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 5 / 40 — — —
23 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 — — —
24 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
25 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 — — — —
26 Zipline Emerging signal 4d ago Making compliance management simple for healthcare, aged care and ski… 53
Funding $150M Adoption Developer 1/3 ↗
P34 UNKNOWN Outlook Stable
· $150M — — — —
27 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 / 105 — — —
28 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 — — — —
29 Valarian Emerging signal today Adopt AI at the pace it moves, without betting your institution on an… 48.6
Funding $50M Adoption Developer 1/3 ↗
P50 early Outlook Stable
Series A · $50M 2026-07-14 9 / 12 — — —
30 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 — — —
31 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 26 / 30 — — —
32 Inferact Emerging signal today Inferact is frontier inference you control. Built by the creators of … 42.2
Funding $150M Adoption Developer 1/3 ↗
P74 pre-seed Outlook Stable
Seed · $150M 2026-01-22 25 / 32 — — —
33 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 — —
34 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 — — —
35 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 — — —
36 Ropedia Emerging signal today Ropedia builds the data infrastructure for Physical AI by capturing i… 33.1
Funding $22M Adoption Developer 3.5 2/3 ↗
P19 early Outlook Stable
Series A · $22M 2026-07-23 — 3.5 — —
37 Saronic Emerging signal today Providing the most advanced and capable autonomous vessels in the mar… 32
Funding Adoption Developer 1/3 ↗
P10 UNKNOWN Outlook Stable
— 119 / 239 — — —
38 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 — — — —
39 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 / 49 — — —
40 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
— 11 / 39 — — —
Established & late-stage — the bench backing the new wave. Their moves are signals, not new bets.
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 — — —
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 — — — —
Mistral AI established Emerging signal today Frontier open-weight models you own and control. Customize with Forge… 63.7
Funding Adoption Developer 68.9 2/3 ↗
P46 late Outlook Stable
Series D 2026-09-08 — 68.9 — —
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
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 48 / 116 5 — —

Market activity Full Deal Flow →

Latest rounds

newest first

Largest recent raise: TypeSafe AI at $870M.

Score movers →

week to 2026-10-26

Measured between weekly snapshots of every score — not a reading of the news.

Andreessen Horowitz is most active — 16 deals, $8.7B deployed.

Deal flow

new funding rounds each month

Busiest in Oct — 17 rounds against an average of 4.3/mo.

avg 4.3
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AprAugAprOctDecJanFebJunAugSepJanFebMarAprMayJunJulAugSepOct

Taller bar = a busier month for new deals; the dashed line is the monthly average.

Signal feed Full feed · 24 scored →