Companies108 Funding$41.6B Rounds77 ▼1 mo Investors75 Eng roles4338 ● updated 5m ago
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Signal Feed

Signal feed

Live capital-intelligence signals mined from the VC source registry — funding rounds, M&A, IPO moves, and strategic shifts pulled from podcasts, research, and filings, then scored and ranked. 58767 scored in the registry · 1199 promoted as material — the top 7 shown here. For per-company narrative-vs-reality (reported · filed · chatter), see the Signals board →

58767scored total
7top shown
1199promoted
108today
94in verification pipeline
★ Promoted only Clear ✕
Needs Verification 45890Research 6398AI Infrastructure 3998Funding 2762Enterprise AI 1596Open Source 1077JCal 42Startup/Watchlist 23Convergence 18Investor Thesis 7

Top signals 7 shown · Investor Thesis

  • 0.62
    Investor thesis movement converges from broad AI exposure and early entry toward concentrated ownership of frontier winners, durable execution infrastructure (agents), and public-market-grade economics — monopoly/oligopoly proof over model access. conf 0.51 Anthropic · OpenAI · SpaceX · Runta PredictionConvergenceLate Stage
  • 0.61
    Draper extends the AI thesis into longevity/organ engineering/synthetic biology/specialized robotics; AI capability -> scientific design -> biology & robotics -> physical products; favors sectors protected by manufacturing/biology/regulation over pure software. conf 0.41 Tim Draper PredictionBiologyRobotics
  • 0.41
    AI will produce a few dominant winners and a broad graveyard; VC capital saturation compresses returns and degrades underwriting discipline, favoring long-horizon industrial/infrastructure plays over fashionable application companies. conf 0.51 PredictionBarbellRisk
  • 0.41
    JCal shifting from pure seed toward growth-stage exposure, reflecting deteriorating seed economics and alignment with concentrated late-stage venture model. conf 0.45 Jason Calacanis PredictionLate StageWatch