Fireworks

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The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.

• federal_register 9 signals · latest 2026-09-21
• TLS certificate transparency 8 signals · latest 2026-05-02

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• neutral fact_claim Unattributed

  I'm coming into a fireworks at 15 billion.

• mixed assessment Unattributed

  but like fireworks is cognition or factory could be like, like, and again, I mean, it was zero disrespect to field guide. It can be a phenomenal bit, a 10, 20 billion business, but to be in the late growth as Excel calls it like the leaders fund for Excel. Is this really the generational?

• bullish assessment Unattributed

  I think if you look at, say, a fireworks, I think the upside is just fricking enormous.

• bullish prediction Unattributed

  I think fireworks will win, which is why my money is there.

• bullish assessment Unattributed

  I think that once that Chinese model is hosted by fireworks, it's no longer a Chinese model first.

• neutral fact_claim Unattributed

  We're both big investors in fireworks.

• bullish prediction Unattributed

  And that is why we're investors in both on Anthropic and in fireworks and the closed tokens and the open tokens. We'll have exposure as a fund and as a firm to both, but I think both are going to be huge.

• bullish endorsement Vivek Vaidya

  I would have loved to have been a seed investor, angel investor, whatever, in like a base 10 or a fireworks or any of these companies. Love it.

• bullish endorsement Unattributed

  well now with open source you've generated some data that's unique to your use case whatever your vertical you're going after as a wrapper is fireworks did come out with a really cool product called nexus and if you're using cloud code open ai codex grok build it is literally three lines of code like 20 words and fireworks ingest your data they can rl a model and then there's a router that sends the query and they've had amazing results and this is kind of the solution for every ai native and th

• bullish endorsement Unattributed

  companies like fireworks making it really easy to customize a model such that you can get in some cases better than frontier performance for a meaningfully lower cost that is a godsend for the software industry

• neutral assessment Unattributed

  And then I would say these open source inference clouds that monetize inference here in America, fireworks based to modal together.

• bullish assessment Unattributed

  And actually, I think there's a new sixth one that's coming, generation, which is, and

• bullish prediction Unattributed

  And in each prior generation, we got Intel, we got NVIDIA, we got Broadcom and Vago, we got Qualcomm and ARM in each of these generations. And there will be these giant winners, standalone winners. Obviously, the TPU itself is a winner, Traneum's a winner. You've had Grok and Cerebrus etch. It'll keep getting fought out, but I think that will end up being big.

• bullish assessment Unattributed

  I'm astonishingly bullish if I kind of rewind. Part of the reason we made the investment was if you looked at the four prior generations of compute in my lifetime. So you had CPUs, you had graphics, the networking, the mobile. There was a new workload each time. So you had multipurpose compute and it led to the CPU. You had massive parallelism led to the graphics processor. Graphics processor offered massive parallelism, which led to graphics. Then with networking, you needed really low latency

• bearish assessment Unattributed

  I'm an investor in fireworks, as is Sequoia, and I think the biggest concern I would have as a fireworks or a base 10 or a modal investor would do is that actually big enterprises are concerned about Chinese models and that would prevent them from engaging with partners like fireworks or modal and they then go to Frontier.

• neutral assessment Unattributed

  I would much prefer to be in the liquid stock when the amount of information is as unknown as it is.

• neutral assessment Unattributed

  I think you lean to liquidity. It's a lot better to have liquidity than not have liquidity.

• neutral fact_claim Unattributed

  This would be the first ever venture round above a trillion dollars.

• neutral fact_claim Unattributed

  1.4 trillion, the largest private round, 30 billion dollars more.

• neutral assessment Unattributed

  is this a rotating share game? They accelerated 70% and then Anthropic slowed down markedly, or did they both grow pretty well, in which case, you can lean into the TAM.

• neutral assessment Unattributed

  if they didn't grow at hyperspeed, a lot of things come unstuck. So that's the first thing, which is, if true, amazing for OpenAI.

• bullish fact_claim Unattributed

  the 70% Q1Q for OpenAI and Q3. ... if gap revenue grows 70% Q1 to Q, or even 60%, up from 18% Q1 to Q2, that's a massive reacceleration.

• neutral assessment Unattributed

  cost is a big factor that I think every enterprise has to consider. No one has unlimited budgets. The second thing is IP rights, how we train these models, who gets the data, how proprietary is the data.

• bullish assessment Unattributed

  what OpenAI has done is shown that when you have essentially a billion people using chat GPT a week, that's a great distribution channel. But the potentially where the moat is, where the enterprise business is, you have to sign contracts, you have to train thousands of employees, you have to build workflows.

• neutral assessment Unattributed

  there's not a lot of loyalty. Developers are very quick to use to switch from one tool to another or frankly use multiple tools. And I think what we're seeing is that developers are quick to find the shiny new toy.

• bullish assessment Jerry Murdock

  you look at these other companies that you say well fireworks looks to be like that

• neutral fact_claim Unattributed

  we write 25 million checks and they were like okay good so you're small and collaborative

• bearish assessment Unattributed

  we've never been less price sensitive this is crazier than 2021 Jerry I'm investing every single day on the ground I consistently have founders say oh you know we're raising 100 and I'm like oh well it's like how much are you raising and they're like we're raising 100 I'm like that's the friends and family round

• bullish endorsement Unattributed

  I want to go for the next innovative young company who's maybe not trying to do all things for all lawyers and be more highly specialized like get dynasty is in the trust world

• bearish criticism Unattributed

  in that competitive situation you're going to take risks and you might regret the first one of those guys that has a security leak and security problem and it will happen is going to wreck their market opportunity

• neutral assessment Unattributed

  we should focus on the complexity between the model and the agent and therefore the human being... that's where the opportunity is

• bearish prediction Unattributed

  owning the chip... is going the wrong way long term short term it makes sense for larger companies... long term I think it's unnecessary

• bullish assessment Unattributed

  ASICS chips are really ideal if you're thinking about model customization... you can absolutely take an ASICS chip and so I think the number of people designing chips is because they recognize that trend and they want to take advantage of it

• bearish criticism Unattributed

  I would not invest in people that build a culture around that

• bullish endorsement Unattributed

  if you look at fireworks I'm lucky I invest in fireworks versus base 10 or core weave or any of the other inference providers why because that team was the geniuses that understood PyTorch in particular I mean so you've got the sort of team of people that have a different take and have a different set of aspirations in what they're doing they're going to move up the stack they're going to move up and do a lot more fine-tuning and refinement and customization for people and they're going to be th

• bullish endorsement Jerry Murdock

  I disagree with a token as a token that may be true at the moment with pretty much frontier models but I disagree with it because companies like Fireworks and others are helping companies to customize the more you customize the model the more the token changes its value right because the more you customize what's being produced and some models they talk a lot more than other models

• bullish assessment Unattributed

  I bet on Fireworks over Base 10, 10 times better business, in my opinion, because they're more capital efficient.

• bullish assessment Unattributed

  I think Fireworks is making a lot more money than Base 10.

• bullish fact_claim Jerry Murdock

  Fireworks is making a lot more money than base 10.

• bullish prediction Eno Reyes

  This is sort of the world where the fireworks and the people who help make models possible, I think win, because the alternative is you only have a very few specialized providers that have models.

• bullish endorsement Unattributed

  you know I'm a big fan of fireworks and we are using them quite a

• bullish endorsement Unattributed

  that's why we invested in fireworks and I believe in the open model ecosystem

• neutral fact_claim Unattributed

  We make our UiPath platform available for coding agents. So people are making, it's much easier to create automations on UiPath right now. But what we discover is that a model that has read open source technology, and they have a lot of examples, and they already have in its weights, a certain technology will be much better than to create on our own technology.

1. 2028-04-08 This is sort of the world where the fireworks and the people who help make models possible, I think win, because the alternative is you only have a very few specialized providers that have models. · Prediction · pending
2. 2026-12-22 GitHub stars will exceed 50000 within 90 days. · Prediction · pending
3. 2026-07-16 series_d · $1.5B

VentureSignalScore 68.9/100 for fireworks, composed from 3 of 4 components (ai_infra formula), discounted ×0.88 for 60% signal coverage