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

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 Fluidstack 79.9
2 Etched 79.4
3 A16Z 79
4 Amazon 79
5 Apple 79

AI Venture Index (112 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	Fluidstack Emerging signal today	Fluidstack builds civilization-scale infrastructure for AI, deliverin…	79.9 Funding $1.5B Adoption Developer 1/3 ↗ P96 early Outlook Stable WATCH	Series A · $1.5B 2026-07-21	—	—	— ⚠ dissent	Dissent
	2	Etched Emerging signal today	Co-designed chips, racks, and software to push the pareto frontier to…	79.4 Funding $700M Adoption Developer 1/3 ↗ P95 UNKNOWN Outlook Stable WATCH	Unknown · $700M 2026-08-18	70 / 104	—	— ⚠ dissent	Dissent
	3	A16Z Emerging signal 6d ago	Josh Allman joined A16Z, which is a catalyst for more people to build…	79 Funding $4.5B Adoption Developer 1/3 ↗ P81 UNKNOWN Outlook Stable	· $4.5B	—	—	—	—
	4	Amazon Emerging signal 6d ago	Sits in OpenAI's strategy	79 Funding $1B Adoption Developer 1/3 ↗ P81 UNKNOWN Outlook Stable	· $1B	—	—	—	—
	5	Apple Emerging signal today	Apple was taking a strategic approach to build an app store business …	79 Funding $6.6B Adoption Developer 1/3 ↗ P81 UNKNOWN Outlook Stable	· $6.6B	—	—	—	—
	6	Box Emerging signal 6d ago	It was selected for investment.	79 Funding $6.6B Adoption Developer 1/3 ↗ P81 UNKNOWN Outlook Stable	· $6.6B	—	—	—	—
	7	Cerebras Emerging signal today	Play original browser games, win silly prizes, watch questionable car…	79 Funding $1B Adoption Developer 1/3 ↗ P81 UNKNOWN Outlook Stable	· $1B	95 / 111	—	—	—
	8	CoreWeave Emerging signal today	CoreWeave is the force multiplier that empowers pioneers with momentu…	79 Funding $1.7B Adoption Developer 1/3 ↗ P92 growth Outlook Stable WATCH	Series B · $1.7B	138 / 295	—	— ⚠ dissent	Dissent
	9	HubSpot Emerging signal 6d ago	HubSpot's customer platform includes all the marketing, sales, custom…	79 Funding $6.6B Adoption Developer 1/3 ↗ P81 UNKNOWN Outlook Stable	· $6.6B	—	—	—	—
	10	Meta Emerging signal today	Discussed for its valuation and holding period decisions	79 Funding $6.6B Adoption Developer 1/3 ↗ P81 UNKNOWN Outlook Stable WATCH	· $6.6B	—	—	— ⚠ dissent	Dissent
	11	Paramount Emerging signal 6d ago	Paramount is one of the world’s leading producers of premium entertai…	79 Funding $5.8B Adoption Developer 1/3 ↗ P81 UNKNOWN Outlook Stable	· $5.8B	—	—	—	—
	12	Salesforce Emerging signal 6d ago	Salesforce is the #1 AI CRM, helping companies become Agentic Enterpr…	79 Funding $30B Adoption Developer 1/3 ↗ P81 UNKNOWN Outlook Stable WATCH	· $30B	—	—	— ⚠ dissent	Dissent
	13	SpaceX Emerging signal today	SpaceX designs, manufactures and launches advanced rockets and spacec…	79 Funding $2.5B Adoption Developer 1/3 ↗ P81 UNKNOWN Outlook Stable	· $2.5B	1299 / 2405	—	—	—
	14	Tesla Emerging signal today	Mentioned in relation to self-driving cars.	79 Funding $2.5B Adoption Developer 1/3 ↗ P92 early Outlook Stable	Series A · $2.5B	—	—	—	—
	15	Waymo Emerging signal today	Waymo—formerly the Google self-driving car project—makes it safe and …	79 Funding $5B Adoption Developer 1/3 ↗ P81 UNKNOWN Outlook Stable WATCH	· $5B	203 / 331	—	— ⚠ dissent	Dissent
	16	XAI Emerging signal 5d ago	Referred to alongside OpenAI as another large AI company.	79 Funding $6B Adoption Developer 1/3 ↗ P92 growth Outlook Stable	Series B · $6B	—	—	—	—
	17	Paradigm Emerging signal today	—	78.7 Funding $1.2B Adoption Developer 1/3 ↗ P79 UNKNOWN Outlook Stable	Unknown · $1.2B 2026-07-08	—	—	—	—
	18	RAMP Emerging signal 2d ago	Cited for releasing a study on AI adoption and headcount growth.	78.3 Funding $950M Adoption Developer 1/3 ↗ P78 UNKNOWN Outlook Stable	· $950M	—	—	—	—
	19	Starlink Emerging signal 6d ago	The second Starlink is not as good as the next two or three competito…	77.6 Funding $900M Adoption Developer 1/3 ↗ P77 UNKNOWN Outlook Stable	· $900M	—	—	—	—
	20	Figure Emerging signal 6d ago	Figure is the first-of-its-kind AI robotics company bringing a genera…	76.8 Funding $854M Adoption Developer 1/3 ↗ P75 UNKNOWN Outlook Stable	· $854M	—	—	—	—
	21	CuspAI Emerging signal today	AI-native materials-science platform ($450M Series B at $2.6B, 2026-0…	72.8 Funding $450M Adoption Developer 1/3 ↗ P77 growth Outlook Stable WATCH	Series B · $450M 2026-07-20	—	—	— ⚠ dissent	Dissent
	22	Adams Emerging signal today	Travis Kalanick is a guest from Adams.	72.6 Funding Adoption Developer 0/3 ↗ P71 UNKNOWN Outlook Stable	—	—	—	—	—
	23	KDM Emerging signal today	Acquired by Palo Alto Networks, one of the few investments made by Fo…	71.8 Funding Adoption Developer 0/3 ↗ P69 UNKNOWN Outlook Stable	—	—	—	—	—
	24	General Compute Emerging signal today	General Compute is the neocloud for SambaNova, Cerebras, Positron and…	71.5 Funding $400M Adoption Developer 1/3 ↗ P68 UNKNOWN Outlook Stable	Unknown · $400M 2026-07-17	—	—	—	—
	25	Bristol Emerging signal today	A company interested in radiotherapies, part of the 15 billion M&A an…	70.7 Funding Adoption Developer 0/3 ↗ P64 UNKNOWN Outlook Stable	—	—	—	—	—
	26	Nscale Emerging signal today	Nscale full-stack AI cloud platform and services are designed for sca…	67.5 Funding $2B Adoption Developer 1/3 ↗ P62 growth Outlook Stable WATCH	Series C · $2B 2026-03-09	—	—	— ⚠ dissent	Dissent
	27	AWS Emerging signal today	A competitor to AWS is mentioned in relation to hosting services.	66.8 Funding Adoption Developer 0/3 ↗ P57 UNKNOWN Outlook Stable	—	—	—	—	—
	28	Whoop Emerging signal 6d ago	Is mentioned as an example of a successful consumer hardware startup …	66.4 Funding $400M Adoption Developer 1/3 ↗ P55 UNKNOWN Outlook Stable	· $400M	—	—	—	—
	29	JP Morgan Emerging signal today	Mentioned alongside Citibank as potential beneficiaries of Anthropic'…	63.7 Funding Adoption Developer 0/3 ↗ P51 UNKNOWN Outlook Stable	—	—	—	—	—
	30	Humanoid Emerging signal today	—	63.3 Funding $152M Adoption Developer 1/3 ↗ P49 UNKNOWN Outlook Stable	Unknown · $152M 2026-07-21	—	—	—	—
	31	Nexthop AI Emerging signal today	—	61.8 Funding $500M Adoption Developer 1/3 ↗ P58 growth Outlook Stable	Series B · $500M 2026-03-14	—	—	—	—
	32	Norm Emerging signal today	—	59.9 Funding $120M Adoption Developer 1/3 ↗ P54 growth Outlook Stable	Series C · $120M 2026-07-07	—	—	—	—
	33	Oracle Emerging signal today	Building AI infrastructure and providing enterprise access to leading…	57.8 Funding Adoption Developer 0/3 ↗ P45 UNKNOWN Outlook Stable	—	—	—	—	—
	34	Trase Emerging signal today	Trase builds governed AI agents for healthcare, government, and enter…	57.6 Funding $107M Adoption Developer 1/3 ↗ P86 pre-seed Outlook Stable	Seed · $107M 2026-06-24	2 / 6	—	—	—
	35	8090 Labs Emerging signal today	8090 is the AI-native software development platform that keeps busine…	57.5 Funding $100M Adoption Developer 1/3 ↗ P65 early Outlook Stable WATCH	Series A · $100M 2026-06-29	—	—	— ⚠ dissent	Dissent
	36	Polymarket Emerging signal today	Polymarket was cited as a partner providing information about the ele…	56.9 Funding $200M Adoption Developer 1/3 ↗ P44 UNKNOWN Outlook Stable	· $200M	—	—	—	—
	37	AGI Emerging signal today	—	55.8 Funding $70M Adoption Developer 1/3 ↗ P42 UNKNOWN Outlook Stable	Unknown · $70M 2026-07-15	—	—	—	—
	38	Sail Research Emerging signal today	Sail is the most cost-efficient API for the best open-source models. …	55.1 Funding $80M Adoption Developer 1/3 ↗ P58 early Outlook Stable	Series A · $80M 2026-06-25	—	—	—	—
	39	Forge Emerging signal today	Maintain policies, controls, and oversight for every AI agent acting …	54.3 Funding Adoption Developer 0/3 ↗ P40 UNKNOWN Outlook Stable	—	—	—	—	—
	40	Microagi Emerging signal today	microagi is a data research lab working on end-to-end physical AGI, w…	53.8 Funding $55M Adoption Developer 1/3 ↗ P83 pre-seed Outlook Stable	Seed · $55M 2026-07-16	—	—	—	—
	41	Zipline Emerging signal 2d ago	Making compliance management simple for healthcare, aged care and ski…	53 Funding $150M Adoption Developer 1/3 ↗ P39 UNKNOWN Outlook Stable	· $150M	—	—	—	—
	42	Valarian Emerging signal today	Adopt AI at the pace it moves, without betting your institution on an…	52.8 Funding $50M Adoption Developer 1/3 ↗ P54 early Outlook Stable	Series A · $50M 2026-07-14	6 / 7	—	—	—
	43	DoorDash Emerging signal today	CTO discussed regarding internal coding benchmarks and AI code review.	51 Funding $6.6B Adoption Developer 1/3 ↗ P79 pre-seed Outlook Stable	Seed · $6.6B 2018	—	—	—	—
	44	Microsoft Emerging signal today	Microsoft Office is referenced in the context of interoperability wit…	51 Funding $6.6B Adoption Developer 1/3 ↗ P36 UNKNOWN Outlook Stable WATCH	· $6.6B 2022-01	—	—	— ⚠ dissent	Dissent
	45	Scale AI Emerging signal today	Data engine for frontier AI — labeling, RLHF and evaluation infrastru…	51 Funding $1B Adoption Developer 1/3 ↗ P36 UNKNOWN Outlook Stable	Strategic · $1B 2025-06	—	—	—	—
	46	Sierra Emerging signal today	Sierra helps businesses build better, more human customer experiences…	51 Funding $1B Adoption Developer 1/3 ↗ P35 growth Outlook Stable	Series B · $1B 2024-10-01	74 / 210	—	—	—
	47	AegisAI Emerging signal today	Agentic AI email security. Autonomous agents stop phishing, BEC, and …	50.7 Funding $36M Adoption Developer 1/3 ↗ P35 UNKNOWN Outlook Stable	Unknown · $36M 2026-07-23	—	—	—	—
	48	Helium Emerging signal 5d ago	Helium allows anyone to build and own massive wireless networks.	48.8 Funding $111M Adoption Developer 1/3 ↗ P30 UNKNOWN Outlook Stable	· $111M	—	—	—	—
	49	Natural Emerging signal today	Natural is the agentic payments platform powering frictionless money …	48.8 Funding $30M Adoption Developer 1/3 ↗ P30 UNKNOWN Outlook Stable	Unknown · $30M 2026-07-20	—	—	—	—
	50	Upscale AI Emerging signal today	Upscale AI builds next-generation AI network infrastructure with scal…	48.8 Funding $200M Adoption Developer 1/3 ↗ P42 early Outlook Stable	Series A · $200M 2026-01-21	23 / 25	—	—	—
	51	Oxmiq Labs Emerging signal today	OXMIQ develops licensable GPU IP and AI software that lets semiconduc…	48.5 Funding $35M Adoption Developer 1/3 ↗ P38 early Outlook Stable	Series A · $35M 2026-07-02	—	—	—	—
	52	Paper Emerging signal today	Paper is a modern and powerful design tool that helps you create, sha…	48.1 Funding $34M Adoption Developer 1/3 ↗ P35 early Outlook Stable	Series A · $34M 2026-07	—	—	—	—
	53	Altimeter Emerging signal today	Altimeter is mentioned as an investor that will not distribute shares…	47.6 Funding Adoption Developer 0/3 ↗ P27 UNKNOWN Outlook Stable	—	—	—	—	—
	54	Abstract Security Emerging signal today	—	47.5 Funding $25M Adoption Developer 1/3 ↗ P27 early Outlook Stable WATCH	Series A · $25M 2026-07-23	—	—	— ⚠ dissent	Dissent
	55	Flex Emerging signal today	announced a series b round of 70 million with a valuation of 1.2 bill…	47.4 Funding Adoption Developer 0/3 ↗ P25 UNKNOWN Outlook Stable	—	—	—	—	—
	56	Harvey Emerging signal 2d ago	Part of a suite of legal tools offered by Contemporary	47.4 Funding $100M Adoption Developer 1/3 ↗ P25 UNKNOWN Outlook Stable	· $100M	—	—	—	—
	57	PaleBlueDot AI Emerging signal today	—	46.9 Funding $150M Adoption Developer 1/3 ↗ P31 growth Outlook Stable	Series B · $150M 2026-01-28	—	—	—	—
	58	Inferact Emerging signal today	Inferact is a startup founded by creators and core maintainers of vLL…	46.4 Funding $150M Adoption Developer 1/3 ↗ P66 pre-seed Outlook Stable	Seed · $150M 2026-01-22	21 / 25	—	—	—
	59	Ropedia Emerging signal today	—	46.3 Funding $22M Adoption Developer 1/3 ↗ P23 early Outlook Stable	Series A · $22M 2026-07-23	—	—	—	—
	60	SkyPilot Emerging signal today	—	45.4 Funding $20M Adoption Developer 1/3 ↗ P62 pre-seed Outlook Stable	Seed · $20M 2026-07-22	—	—	—	—
	61	Cognition Emerging signal today	Cognition operates Devin, the first autonomous software engineer. Dev…	44.9 Funding $500M Adoption Developer 1/3 ↗ P19 early Outlook Stable	Series A · $500M 2024-04-08	37 / 93	—	—	—
	62	Perplexity Emerging signal today	Perplexity is a free AI-powered answer engine that provides accurate,…	44.9 Funding $500M Adoption Developer 1/3 ↗ P27 growth Outlook Stable	Series B · $500M 2024-12-01	55 / 115	—	—	—
	63	Optimist Emerging signal today	Stories and data that inspire rational optimism as we scale into the …	44.5 Funding Adoption Developer 0/3 ↗ P22 UNKNOWN Outlook Stable	—	—	—	—	—
	64	Infinity Emerging signal today	Infrastructure software building alternatives to the NVIDIA CUDA ecos…	42.6 Funding $15M Adoption Developer 1/3 ↗ P19 UNKNOWN Outlook Stable	Unknown · $15M 2026-07-20	—	—	—	—
	65	Coinbase Emerging signal today	Coinbase is a secure online platform for buying, selling, transferrin…	41.2 Funding Adoption Developer 0/3 ↗ P17 UNKNOWN Outlook Stable	—	94 / 218	—	—	—
	66	Parasail Emerging signal today	Parasail is the inference cloud for AI-native startups. Run any open …	40.4 Funding $32M Adoption Developer 1/3 ↗ P15 early Outlook Stable	Series A · $32M 2026-04-15	6 / 8	—	—	—
	67	Snap Emerging signal 6d ago	rumors of going private again	40.4 Funding $60M Adoption Developer 1/3 ↗ P23 growth Outlook Stable	Series B · $60M	—	—	—	—
	68	Walmart Emerging signal today	Shop Walmart.com today for Every Day Low Prices. Join Walmart+ for un…	40.3 Funding $300M Adoption Developer 1/3 ↗ P16 UNKNOWN Outlook Stable	· $300M 2017	—	—	—	—
	69	Expanse Emerging signal today	Renamed from KDM and acquired by Palo Alto Networks	38.7 Funding $250M Adoption Developer 1/3 ↗ P13 UNKNOWN Outlook Stable	· $250M 2021-10	—	—	—	—
	70	Third Point Emerging signal today	Third Point Management is a New York-based hedge fund founded by Dani…	38.7 Funding Adoption Developer 0/3 ↗ P13 UNKNOWN Outlook Stable	—	—	—	—	—
	71	Uber Emerging signal today	Was part of the Chicago tech scene that Eric recalls from earlier day…	38.7 Funding $250M Adoption Developer 1/3 ↗ P55 pre-seed Outlook Stable	Seed · $250M 2013	—	—	—	—
	72	Hustle Fund Emerging signal today	Hustle Fund has 70,000 portfolio companies and focuses on pre-seed st…	38.3 Funding Adoption Developer 0/3 ↗ P12 UNKNOWN Outlook Stable	—	—	—	—	—
	73	JetStream Security Emerging signal today	JetStream is the AI governance platform for enterprises. Discover sha…	36.9 Funding $34M Adoption Developer 1/3 ↗ P48 pre-seed Outlook Stable	Seed · $34M 2026-03-03	—	—	—	—
	74	Baz Emerging signal today	Baz is an AI code review platform that helps engineering teams ship b…	36.2 Funding $9M Adoption Developer 1/3 ↗ P10 UNKNOWN Outlook Stable	Seed ext. · $9M 2026-06-29	—	—	—	—
	75	ElevenLabs Emerging signal today	Create lifelike speech with our AI voice generator and voice agents p…	35.8 Funding $180M Adoption Developer 1/3 ↗ P19 growth Outlook Stable	Series C · $180M 2025-01-30	95 / 246	—	—	—
	76	Probably Emerging signal today	—	35 Funding $9M Adoption Developer 1/3 ↗ P38 pre-seed Outlook Stable WATCH	Seed · $9M 2026-06-16	—	—	— ⚠ dissent	Dissent
	77	Ohalo Emerging signal 6d ago	Boosted Breeding™ revolutionizes crop yields, achieving millennia of …	34.8 Funding $40M Adoption Developer 1/3 ↗ P9 UNKNOWN Outlook Stable	· $40M	—	—	—	—
	78	InsightFinder Emerging signal today	InsightFinder AI enables enterprises to deliver reliable, trustworthy…	33.8 Funding $15M Adoption Developer 1/3 ↗ P15 growth Outlook Stable	Series B · $15M 2026-04-16	—	—	—	—
	79	hosted·ai Emerging signal today	Build profitable AI clouds. Monetize GPU infrastructure. Ultra effici…	33.3 Funding $19M Adoption Developer 1/3 ↗ P34 pre-seed Outlook Stable	Seed · $19M 2026-03-19	—	—	—	—
	80	Snowflake Emerging signal today	Snowflake powers AI, data engineering, applications, and analytics on…	32.6 Funding Adoption Developer 0/3 ↗ P8 UNKNOWN Outlook Stable	—	—	—	—	—
	81	Vikk AI Emerging signal today	Get answers to legal questions through the #1 rated Legal AI Assistan…	31.5 Funding $4.2M Adoption Developer 1/3 ↗ P6 UNKNOWN Outlook Stable	Unknown · $4.2M 2026-07-21	—	—	—	—
	82	StrongestLayer Emerging signal today	—	31.3 Funding $4.1M Adoption Developer 1/3 ↗ P0 early Outlook Stable	Series A · $4.1M 2026-07-22	—	—	—	—
	83	CodeWords Emerging signal today	Describe the agent you need. Cody builds it, connects your tools, dep…	31.2 Funding $9M Adoption Developer 1/3 ↗ P28 pre-seed Outlook Stable	Seed · $9M 2026-05-07	—	—	—	—
	84	Hugging Face Emerging signal today	The open model hub — hosting, transformers tooling and community infr…	30.7 Funding $101M Adoption Developer 1/3 ↗ P21 pre-seed Outlook Stable	Seed · $101M 2023-08	—	—	—	—
	85	Mistral AI Emerging signal today	European frontier-model lab — open-weight and commercial LLMs (Mistra…	30.6 Funding $100M Adoption Developer 1/3 ↗ P12 growth Outlook Stable	Series C · $100M 2025-09	—	—	—	—
	86	Replit Emerging signal today	Describe what you want. Replit builds it. Get a working app or websit…	30.4 Funding $97.4M Adoption Developer 1/3 ↗ P8 growth Outlook Stable	Series B · $97.4M 2023-04-25	43 / 77	—	—	—
	87	Slack Emerging signal 6d ago	Slack is discussed as a tool that can be integrated at a deeper level.	28.4 Funding $25M Adoption Developer 1/3 ↗ P5 UNKNOWN Outlook Stable	· $25M	—	—	—	—
	88	Palo Alto Networks Emerging signal today	Implement Zero Trust, Secure your Network, Cloud workloads, Hybrid Wo…	27.4 Funding $70M Adoption Developer 1/3 ↗ P4 growth Outlook Stable	Series C · $70M 2005	—	—	—	—
	89	Agree.com Emerging signal 25d ago	new deal with agree.com for 50 off for life	19.9 Funding $13.5M Adoption Developer 1/3 ↗ P17 pre-seed Outlook Stable	Seed · $13.5M	—	—	—	—
	90	Offer Emerging signal today	A hardware software bet team working on helping car manufacturers int…	18.1 Funding Adoption Developer 0/3 ↗ P3 UNKNOWN Outlook Stable	—	—	—	—	—
	91	Andrel Emerging signal 6d ago	Andrel Multimedia opera a Ibiza, Jerez de la Frontera e Riccione. olt…	15.8 Funding $10M Adoption Developer 1/3 ↗ P14 pre-seed Outlook Stable	Seed · $10M	—	—	—	—
	92	AOL Emerging signal 6d ago	Discussed in relation to moat	0 Funding $1M Adoption Developer 1/3 ↗ P0 pre-seed Outlook Stable WATCH	Seed · $1M	—	—	— ⚠ dissent	Dissent
	93	ByteDance Emerging signal today	ByteDance is one of the names in the Magnificent 8 index.	0 Funding Adoption Developer 1/3 ↗ P0 UNKNOWN Outlook Stable	—	—	—	—	—
	94	Calm Emerging signal 6d ago	It is an investor of the company that works with Headspace.	0 Funding $378K Adoption Developer 1/3 ↗ P0 pre-seed Outlook Stable	Seed · $378K	—	—	—	—
	95	Robinhood Emerging signal today	Trade stocks on Robinhood with commission-free investing & advanced t…	0 Funding $25K Adoption Developer 1/3 ↗ P0 pre-seed Outlook Stable WATCH	Seed · $25K	74 / 126	—	— ⚠ dissent	Dissent
Established & late-stage — the bench backing the new wave. Their moves are signals, not new bets.
		Fireworks established Emerging signal today	Fireworks’ state of the art training and inference platform take you …	79.5 Funding $1.5B Adoption Developer 1/3 ↗ P91 late Outlook Stable WATCH	Series D · $1.5B 2026-07-16	37 / 74	—	— ⚠ dissent	Dissent
		ARM established Emerging signal 6d ago	ARM gained share when cell phone compute emerged, while Intel and AMD…	79 Funding $5B Adoption Developer 1/3 ↗ P78 late Outlook Stable	Growth · $5B	—	—	—	—
		Google established Emerging signal today	Search the world's information, including webpages, images, videos an…	79 Funding $2.4B Adoption Developer 1/3 ↗ P78 late Outlook Stable	Growth · $2.4B	—	—	—	—
		Intel established Emerging signal 6d ago	Deliver AI at scale across cloud, data center, edge, and client with …	79 Funding $20B Adoption Developer 1/3 ↗ P78 late Outlook Stable WATCH	Growth · $20B	—	—	— ⚠ dissent	Dissent
		Cursor established Emerging signal 6d ago	SpaceX acquired Cursor for $4 billion in revenue, at 15 times the rev…	77.6 Funding $900M Adoption Developer 1/3 ↗ P74 late Outlook Stable	Growth · $900M	—	—	—	—
		Databricks established Emerging signal today	Databricks offers a unified platform for data, analytics and AI. Buil…	69.5 Funding $500M Adoption Developer 1/3 ↗ P70 late Outlook Stable WATCH	Growth · $500M	436 / 892	—	— ⚠ dissent	Dissent
		Moonshot AI established Emerging signal 5d ago	Frontier AI lab behind the Kimi open-weight model family (Kimi K3).	62.5 Funding $300M Adoption Developer 1/3 ↗ P52 late Outlook Stable	Growth · $300M	—	—	—	—
		OpenAI established Emerging signal today	We believe our research will eventually lead to artificial general in…	51 Funding $10B Adoption Developer 1/3 ↗ P39 late Outlook Stable WATCH	Growth · $10B 2023-01	—	—	— ⚠ dissent	Dissent
		Stripe established Emerging signal today	Stripe is a financial services platform that helps all types of busin…	51 Funding $2.5B Adoption Developer 1/3 ↗ P39 late Outlook Stable	Growth · $2.5B 2021	186 / 634	—	—	—
		Anthropic established Emerging signal today	Anthropic is an AI safety and research company that's working to buil…	44.9 Funding $300M Adoption Developer 1/3 ↗ P30 late Outlook Stable WATCH	Growth · $300M 2025-11	276 / 595	—	— ⚠ dissent	Dissent
		Cohere established Emerging signal today	Enterprise LLM platform (Command, Embed, Rerank) focused on private, …	44.9 Funding $500M Adoption Developer 1/3 ↗ P30 late Outlook Stable	Growth · $500M 2025-08	—	—	—	—
		Lambda established Emerging signal today	Train and scale AI on NVIDIA VR200 NVL 72, GB300 NVL 72, B300, B200, …	44.5 Funding $480M Adoption Developer 1/3 ↗ P26 late Outlook Stable	Series D · $480M 2025-02-15	47 / 87	—	—	—
		Rippling AI established Emerging signal today	Rippling AI is an AI tool built on live global workforce data for HR …	43.9 Funding $450M Adoption Developer 1/3 ↗ P22 late Outlook Stable	Growth · $450M 2025	—	—	—	—
		Circle established Emerging signal today	Stablecoin issuer (USDC) and digital-dollar payments infrastructure.	43.2 Funding $415M Adoption Developer 1/3 ↗ P17 late Outlook Stable	Growth · $415M 2021-07	—	—	—	—
		Lovable established Emerging signal today	Build apps, websites, and digital products faster using Lovable's AI-…	36.7 Funding $200M Adoption Developer 1/3 ↗ P9 late Outlook Stable	Growth · $200M 2025	35 / 82	—	—	—
		Figma established Emerging signal today	Blindsided by Anthropic's launch of Claude Design	22.5 Funding $40M Adoption Developer 1/3 ↗ P4 late Outlook Stable	Growth · $40M 2025	—	—	—	—
		Twitter established Emerging signal today	From breaking news and entertainment to sports and politics, get the …	0 Funding $1M Adoption Developer 1/3 ↗ P0 late Outlook Stable	Growth · $1M	—	—	—	—