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 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.
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 →

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

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 Databricks 81.9
2 Anthropic 58.7
3 Sierra 55.6
4 Perplexity 49.3
5 Replit 34.4

AI Venture Index (8 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	Databricks Enterprise signal today	Databricks offers a unified platform for data, analytics and AI. Buil…	81.9 Funding $5B Adoption Developer 1/3 ↗ P98 UNKNOWN Outlook Stable WATCH	Unknown · $5B 2026-08-13	418 / 896	—	— ⚠ dissent	Dissent
	2	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 / 679	—	— ⚠ dissent	Dissent
	3	Sierra Enterprise signal today	Sierra helps businesses build better, more human customer experiences…	55.6 Funding $175M Adoption Developer 1/3 ↗ P46 growth Outlook Stable	Series B · $175M 2024-10-01	94 / 210	—	—	—
	4	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	62 / 132	—	—	—
	5	Replit Enterprise signal today	Describe what you want. Replit builds it. Get a working app or websit…	34.4 Funding $97.4M Adoption Developer 1/3 ↗ P15 growth Outlook Stable	Series B · $97.4M 2023-04-25	24 / 36	—	—	—
Established & late-stage — the bench backing the new wave. Their moves are signals, not new bets.
		Cursor established Enterprise signal today	Built to make you extraordinarily productive, agents turn ideas into …	61.3 Funding $900M Adoption Developer 16.9 ▼-6.0 2/3 ↗ P42 late Outlook Negative WATCH	Growth · $900M	54 / 123	16.9	— ⚠ dissent	Trend Down
		Lambda established Enterprise signal today	Train and scale AI on NVIDIA VR200 NVL 72, GB300 NVL 72, B300, B200, …	54 Funding $480M Adoption Developer 1/3 ↗ P27 late Outlook Stable	Series D · $480M 2025-02-15	49 / 99	—	—	—
		Lovable established Enterprise signal today	Describe what you want in plain language and Lovable builds it: full-…	46.1 Funding $200M Adoption Developer 1/3 ↗ P15 late Outlook Stable	Growth · $200M 2025	35 / 82	—	—	—