Companies330 Funding$40.1B Rounds110 ▲5 mo Investors77 Eng roles3943 48 events pending
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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. 26757 scored in the registry · 166 promoted as material — the top 19 shown here. For per-company narrative-vs-reality (reported · filed · chatter), see the Signals board →

26757scored total
19top 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 19 shown · Startup/Watchlist

  • 0.49
    Databricks: enterprise data, governance, model gateway, and agent control-plane positioning. conf 0.45 Databricks EnterpriseEnterprise DataAI Infrastructure
  • 0.39
    Agility Robotics: moving from demonstrations toward contracted industrial deployments. conf 0.51 Agility Robotics RoboticsEnterpriseWatch
  • 0.39
    Parallel Web Systems: machine-facing web retrieval and hyperscaler distribution. conf 0.45 Parallel Web Systems AI InfrastructureWatch
  • 0.39
    Etched: transformer-specific inference silicon, contracted-demand signal, exceptional valuation risk. conf 0.45 Etched FundingAI InfrastructureRisk
  • 0.62
    Competitive open-weight models (Kimi K3) function as market discipline and geopolitical bargaining infrastructure: enterprises keep verified fallback models, model routing becomes a procurement requirement, and openness provides leverage against proprietary enclosure — not charity but strategic infrastructure. conf 0.45 Kimi · Moonshot AI · Ollama ConvergenceOpen SourceModel Routing
  • 0.62
    Enterprise AI buyers are shifting investment from chatbot pilots to production-grade systems: governance (Neo), agent deployment infrastructure, runtime security (CrowdStrike AI DR), and infrastructure ownership. This structural demand shift means capital follows deployment, not experimentation. conf 0.56 CrowdStrike Agent GovernanceEnterpriseentity_extracted
  • 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