Companies330 Funding$40.1B Rounds110 ▲5 mo Investors77 Eng roles3943 48 events pending
VIX The Intelligent Venture Terminal beta

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. 26757 scored in the registry · 166 promoted as material — the top 7 shown here. For per-company narrative-vs-reality (reported · filed · chatter), see the Signals board →

26757scored total
7top shown
166promoted
46today
46in verification pipeline
★ Promoted only Clear ✕
Needs Verification 22859Research 3372AI Infrastructure 1928Funding 1251Enterprise AI 786Open Source 579JCal 37Startup/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 0.49 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 0.45 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 0.55 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 0.49 Jason Calacanis PredictionLate StageWatch