Companies330 Funding$40.1B Rounds110 ▲5 mo Investors77 Eng roles3943 ● 16 events pending

Signals

Composite signal v0 — activity, capital, infra, hiring and ecosystem percentiles combined with evidence-breadth weights; the ± band widens with missing lanes

OpenAI 92 ±23 2 of 5 components · 475 signals/60d SpaceX 89 ±16 3 of 5 components · 131 signals/60d Broadcom 87 ±23 2 of 5 components · 65 signals/60d Groq 79 ±14 3 of 5 components · 38 signals/60d Anthropic 78 ±7 4 of 5 components · 313 signals/60d Microsoft 73 ±14 3 of 5 components · 192 signals/60d Coinbase 73 ±16 3 of 5 components · 49 signals/60d AMD 68 ±23 2 of 5 components · 74 signals/60d Cohere 60 ±7 4 of 5 components · 37 signals/60d Cisco 60 ±23 2 of 5 components · 22 signals/60d CoreWeave 59 ±16 3 of 5 components · 23 signals/60d Stripe 57 ±9 4 of 5 components · 52 signals/60d

30 of 60 cohort companies clear the evidence gate (≥2 components with data); the other 30 show no score — insufficient evidence is stated, never averaged over. Calibration receipts: COMPOSITE-V0-STEP3-2026-09-02.

Hiring momentum Δ engineering openings, from each company's own job board — dated observations, not chatter

SpaceX ▲ +63 1236 → 1299 over 15d · 13 readings Coinbase ▲ +22 72 → 94 over 15d · 9 readings Databricks ▲ +18 418 → 436 over 15d · 13 readings Stripe ▲ +18 168 → 186 over 15d · 10 readings CoreWeave ▲ +17 121 → 138 over 15d · 9 readings Anthropic ▲ +12 264 → 276 over 15d · 10 readings LangChain ▲ +11 52 → 63 over 59d · 23 readings Supabase ▲ +6 31 → 37 over 59d · 17 readings Inferact ▲ +6 15 → 21 over 49d · 7 readings Legora ▲ +6 103 → 109 over 15d · 8 readings Fireworks ▲ +5 32 → 37 over 14d · 6 readings BerriAI (LiteLLM) ▲ +4 5 → 9 over 57d · 11 readings

41 companies have enough dated readings to show direction; 1 more started their series and will join as readings accrue. A shrinking count is shown as honestly as a growing one.

Infra momentum new TLS certificates observed, trailing 90 days vs the 90 before — surface standing up before announcements

Together AI ▲ +1534 0 → 1534 certs / 90d product surface ×1533 ops maturity ×58 launch prep ×9 Broadcom ▲ +44 0 → 44 certs / 90d product surface ×38 launch prep ×3 Palo Alto Networks ▲ +39 0 → 39 certs / 90d product surface ×24 launch prep ×8 enterprise surface ×4 LangChain ▲ +36 0 → 36 certs / 90d product surface ×15 launch prep ×14 Cohere ▲ +31 0 → 31 certs / 90d product surface ×19 launch prep ×4 ops maturity ×2 LexisNexis ▲ +30 0 → 30 certs / 90d launch prep ×14 product surface ×2 Baseten ▲ +29 0 → 29 certs / 90d product surface ×15 launch prep ×5 Paramount ▲ +29 0 → 29 certs / 90d product surface ×19 enterprise surface launch prep

A certificate is infrastructure, not a product — but new surface precedes launches, and the detection is a dated public record. Detection coverage itself is still growing.

SDK adoption repositories depending on the company's package — engineers voting with their build files

Supabase 16,002 dependent repos · 20,147,886 wk downloads LangChain 2,970 dependent repos · 41,593,220 wk downloads Chroma 294 dependent repos · 1,777,143 wk downloads Qdrant 97 dependent repos · 5,008,984 wk downloads Coralogix 30 dependent repos · 14,233 wk downloads Weaviate 15 dependent repos · 2,748,687 wk downloads Ollama 1 dependent repos · 3,295,611 wk downloads LlamaIndex 1 dependent repos · 815,279 wk downloads

Counts from the open ecosyste.ms package index, recorded as dated observations — adoption that precedes revenue. Some packages lag the index; treat low counts as a floor, not a verdict.

Government-backed USAspending · public record

Companies with realized federal contract awards — the highest-credibility, hardest-to-fake signal we track. A dollar-denominated public record beats any rumor. Strong-confidence name matches only.

Ships models HuggingFace · public

Companies publishing models on HuggingFace, ranked by adoption. Shipped, downloaded capability is observable proof — ahead of any product announcement.

Capital signals

Every company with a signal, three provenance layers side by side — reported (Tier 2 · press/commentary), filed (Tier 0 · SEC Form D), and chatter (Tier 3 · Hacker News, unverified). Divergences surface first: a reported raise with no matching filing is an evidence gap to investigate, not proof of anything. Cross-source claims mined from the registry live on the Signal feed →

322

Companies with signal

146

Narrative-reality gaps

25

High manip. risk

5

Public (tradeable)

315

With HN chatter

$353.9B

reported with no matching SEC filing — the transparency gap VIX tracks

Reported capital by verdict

No filing $353.9B ·146
Filed $11.1B ·11

A reported round with no Form D isn't proof of anything — filings lag and exemptions exist — but it's exactly where evidence-first diligence starts. Separately, 40 companies filed with the SEC without any press — quiet raises.

Company Reported Reality SEC HN Market Manip. risk

OpenAI $122B growth no filing 3 50m — low Twitter $43B series b no filing 0 50m 1r — low CoreWeave $35B growth no filing 6 50m 11r CRWV-11.5% high Salesforce $30B no filing 0 50m 10r — high Scale AI $14.3B strategic no filing 0 50m 9r — high Databricks $10B growth no filing 20 50m 9r — elevated XAI $10B series b no filing 3 50m 4r — elevated Amazon $9B no filing 9 50m 1r — low Intel $8B growth no filing 3 50m — low Apple $6.6B no filing 2 50m — low HubSpot $6.6B no filing 0 50m 7r — elevated Paramount $5.8B no filing 4 50m 6r — high ARM $5B growth no filing 8 50m 2r — low Waymo $5B no filing 2 50m 1r — low A16Z $4.5B no filing 4 50m 16r — elevated Robinhood $3.4B growth no filing 0 50m 6r — low Meta $2B no filing 6 50m 2r — low Figure $2B no filing 4 50m 1r — low Mistral AI $2B series c no filing 0 50m 9r — high Nscale $2B series c no filing 0 50m 5r — high OpenAI-backed Thrive Holdings $2B unknown no filing 0 — — low Fireworks $1.5B series d no filing 0 50m — low Paradigm $1.2B unknown no filing 0 50m — low River AI $1.1B series a no filing 0 50m 2r — high Cerebras $1B no filing 0 50m 5r — high NVIDIA $1B series a no filing 0 50m 3r — elevated Google $1B growth no filing 0 50m 3r — low Microsoft $950M no filing 0 50m 6r — low Starlink $900M no filing 0 50m 1r — low Zipline $850M no filing 5 50m 2r — low Together AI $800M series c no filing 0 50m 3r — elevated SpaceX $750M no filing 7 50m 5r — high Etched $700M unknown no filing 0 50m 4r — high Box $600M no filing 0 50m — low Cohere $500M growth no filing 4 50m 2r — low Perplexity $500M series b no filing 0 50m 2r — elevated Nexthop AI $500M series b no filing 0 50m 1r — low CuspAI $450M series b no filing 0 27m 3r — elevated Whoop $400M no filing 7 50m 1r — low Chai Discovery $400M series c no filing 0 16m 4r — high Circle $400M growth no filing 0 50m 3r — low General Compute $400M unknown no filing 0 50m — low Higgsfield $400M series b no filing 0 48m — low Palantir $300M no filing 23 50m 1r PLTR+30.7% low RAMP $300M no filing 9 50m — low Cursor $300M growth no filing 2 50m 2r — elevated Moonshot AI $300M growth no filing 0 50m 5r — high Lovable $300M growth no filing 0 50m 3r — high DoorDash $300M series d no filing 0 50m 8r — elevated Walmart $300M no filing 0 50m 1r — elevated Rippling AI $300M growth no filing 0 50m — low Wispr $280M series b no filing 0 50m 1r — elevated Reach Capital $265M unknown no filing 0 50m 4r — low Expanse $250M no filing 5 50m — low Starcloud $250M series a no filing 0 50m 2r — high Hugging Face $235M series d no filing 0 50m 5r — high Polymarket $200M no filing 2 50m — low Gravis Robotics $200M series a no filing 0 2m 1r — elevated Upscale AI $200M series a no filing 0 50m 1r — low Coralogix $200M series f no filing 0 10m 1r — low Gatik $200M series d no filing 0 50m — low ElevenLabs $180M series c no filing 0 50m 1r — low Cognition $175M series a no filing 0 50m 3r — elevated Socure $156M unknown no filing 11 50m 2r — low Humanoid $152M unknown no filing 0 50m — low Harvey $150M no filing 2 50m 1r — low Inferact $150M seed no filing 0 50m 1r — low HappyRobot $150M unknown no filing 0 10m 1r — low LMArena $150M series a no filing 0 50m — low Emerald AI $150M unknown no filing 0 50m — low PaleBlueDot AI $150M series b no filing 0 — — low Alice $140M unknown no filing 12 50m — low 8090 Labs $135M series a no filing 0 50m 4r — low Prime Intellect $130M series a no filing 0 50m 1r — elevated Norm $120M series c no filing 0 50m — low OpenRouter $113M series b no filing 0 50m 9r — high Helium $111M no filing 4 50m 1r — elevated Velaura AI $110M series a no filing 0 9m — low Trase $107M seed no filing 0 50m — low Rillet $100M unknown no filing 0 50m 2r — low Callosum $100M seed no filing 0 50m 1r — low Lyzr $100M series b no filing 0 50m — low Gradium $100M seed no filing 0 30m — low Replit $97.4M series b no filing 0 50m 2r — low Veeda AI $90M seed no filing 0 25m — low Obsidian Security $85M series d no filing 0 24m — low Braintrust $80M series b no filing 3 50m 1r — low Sail Research $80M series a no filing 0 27m — low AGI $70M unknown no filing 0 50m 1r — low Skan AI $63M series c no filing 0 15m — low Snap $60M series b no filing 8 50m 2r — low Oligo Security $60M unknown no filing 0 15m — low Microagi $55M seed no filing 0 50m — low Inforcer $50M series c no filing 0 50m 3r — elevated Qdrant $50M series b no filing 0 50m 2r — elevated Valarian $50M series a no filing 0 50m 1r — low Blacksmith $45M series b no filing 0 50m — low Ohalo $40M no filing 0 50m 2r — low AegisAI $36M unknown no filing 0 50m 1r — low Oxmiq Labs $35M series a no filing 0 5m — low Paper $34M series a no filing 0 50m — low JetStream Security $34M seed no filing 0 — — low Parasail $32M series a no filing 0 30m — low Rundoo $30M series b no filing 0 50m 2r — elevated Natural $30M unknown no filing 0 50m — low Mindgard $30M series a no filing 0 50m — low CopilotKit $27M series a no filing 0 35m 1r — elevated Keenable $26M seed no filing 0 29m — low Slack $25M no filing 2 50m 3r — low Abstract Security $25M series a no filing 0 50m — low Daytona $24M series a no filing 4 50m 3r — elevated Ropedia $22M series a no filing 0 50m — low Prevalent AI $22M unknown no filing 0 32m — low Runable $21M series a no filing 0 50m — low Twin1 AI $20M seed no filing 0 50m 1r — low SkyPilot $20M seed no filing 0 50m — low Palona $20M series a no filing 0 50m — low Astromech $20M unknown no filing 0 28m — low hosted·ai $19M seed no filing 0 50m — low Andrenam $18M series a no filing 0 50m — low Capital F $17M unknown no filing 0 50m 5r — elevated Tesla $16M series a no filing 21 50m 1r — low Infinity $15M unknown no filing 0 50m — low InsightFinder $15M series b no filing 0 2m — low Agree.com $13.5M seed no filing 0 — — low Thunder Compute $13M unknown no filing 0 32m 1r — elevated Smallest.ai $13M unknown no filing 0 1m — low Andrel $10M seed no filing 0 50m — low CARPL.ai $10M series a no filing 0 — — low Repeat founder Ryan Williams $10M seed no filing 0 — — low Baz $9M seed extension no filing 0 50m 1r — elevated Probably $9M seed no filing 0 50m 1r — low CodeWords $9M seed no filing 0 50m — low Synthefy $6.5M seed no filing 0 50m — low Manufact $6.3M seed no filing 0 50m — low Inevitable AI Group $6M seed no filing 0 2m — low Hypercubic $5.3M seed no filing 0 50m 2r — low Respan $5M seed no filing 0 50m 1r — low Vikk AI $4.2M unknown no filing 0 11m — low StrongestLayer $4.1M series a no filing 0 — — low Figma $3.8M seed no filing 0 50m 6r — high Embedd $2.7M seed no filing 0 50m — low Palo Alto Networks $1M seed no filing 0 50m 12r — high AOL $1M seed no filing 0 50m 5r — elevated Echovane $1M seed no filing 0 50m — low Calm $50K seed no filing 2 50m 1r — low ByteDance — no filing 0 50m 4r — elevated Anthropic $5B growth filed 5 50m 4r — elevated Baseten $1.5B series f filed 3 50m 4r — low Fluidstack $830M series a filed 3 13m — low Stripe $800M series c filed 14 50m 3r — low Uber $750M series a filed 2 50m 2r — low Groq $650M growth filed 4 50m 3r — low Supabase $500M growth filed 9 50m 3r — low Lambda $480M series d filed 4 50m 1r — low Modal $355M series c filed 2 50m — low Sierra $175M series b filed 23 50m 1r — low Deep Cogito $43M series a filed 2 4m — low Oracle — quiet raise 34 50m 2r — elevated JP Morgan — quiet raise 30 50m 1r — low Bristol — quiet raise 25 50m 2r — low Flex — quiet raise 20 50m 1r — low Rio — quiet raise 18 50m 1r — elevated Third Point — quiet raise 18 50m 1r — low Talon — quiet raise 18 50m — low Arista — quiet raise 17 50m 4r — low Altimeter — quiet raise 15 50m 4r — low Offer — quiet raise 12 50m 2r — elevated Juniper — quiet raise 12 50m 4r — low Clover — quiet raise 11 50m 3r — low Forge — quiet raise 11 50m — low Blackstone — quiet raise 10 50m 5r — elevated Headspace — quiet raise 9 50m 5r — low Founders Fund — quiet raise 8 50m 11r — elevated MGM — quiet raise 7 50m 7r — elevated Opendoor — quiet raise 7 50m 9r — low Upstart — quiet raise 7 50m 3r — low Adams — quiet raise 7 50m — low Nasdaq — quiet raise 6 50m 8r — elevated Planet Labs — quiet raise 6 50m 8r — low ARIA — quiet raise 6 50m — low Coinbase — quiet raise 5 50m 5r — low Airborne — quiet raise 5 50m 1r — low AWS — quiet raise 4 50m 2r — elevated Kernel — quiet raise 4 50m — low Klarna — quiet raise 3 50m 16r KLAR-14.8% high AppLovin — quiet raise 3 50m 17r APP-34.8% elevated Anduril — quiet raise 3 50m 3r — elevated Mythos — quiet raise 3 50m 1r — elevated Fairchild — quiet raise 3 50m 3r — low KDM — quiet raise 3 50m — low Hustle Fund — quiet raise 2 43m 5r — low Epic Games — quiet raise 2 50m 4r — low Y Combinator — quiet raise 2 50m 3r — low Snowflake — quiet raise 2 50m 3r SNOW+41.3% low Chroma — quiet raise 2 50m 1r — low Optimist — quiet raise 2 50m — low VAST — quiet raise 2 50m — low Private equity firms — — 0 50m 9r — high Webflow — — 0 50m 7r — high IBM — — 0 50m 7r — high StubHub — — 0 50m 5r — high Texas Instruments — — 0 50m 4r — high Z.ai — — 0 50m 2r — high WeWork — — 0 50m 15r — elevated Snapchat (Snap) — — 0 50m 13r — elevated Intercom — — 0 50m 6r — elevated PayPal — — 0 50m 5r — elevated Chewy — — 0 50m 5r — elevated Cisco — — 0 50m 5r — elevated LangChain — — 0 50m 4r — elevated Broadcom — — 0 50m 4r — elevated GameStop — — 0 50m 3r — elevated Parlo — — 0 50m 3r — elevated Getty Images — — 0 50m 3r — elevated LlamaIndex — — 0 50m 2r — elevated U.S. Steel — — 0 50m 2r — elevated Novartis — — 0 50m 2r — elevated DJI — — 0 50m 2r — elevated Frontier Labs — — 0 50m 2r — elevated Legora — — 0 50m 2r — elevated AMD — — 0 50m 2r — elevated Stanford University — — 0 50m 2r — elevated Black Forest Labs — — 0 40m 2r — elevated General Intuition — — 0 50m 1r — elevated Eli Lilly — — 0 50m 1r — elevated John Deere — — 0 50m 1r — elevated New York Times — — 0 50m 1r — elevated CERN — — 0 50m 1r — elevated Neolabs — — 0 50m 1r — elevated 8sleep — — 0 50m 1r — elevated Neo — — 0 50m 1r — elevated Saudi Aramco — — 0 50m 14r — low Lyft — — 0 50m 10r — low OneWeb — — 0 50m 8r — low Thumbtack — — 0 50m 7r — low Groupon — — 0 50m 5r — low Disney — — 0 50m 5r — low Yahoo — — 0 50m 5r — low MongoDB — — 0 50m 4r — low Charles Schwab — — 0 50m 4r — low Airbnb — — 0 50m 4r — low Cooley — — 0 50m 3r — low Shopify — — 0 50m 3r — low Agility Robotics — — 0 50m 3r — low Buffer — — 0 50m 3r — low Airwallex — — 0 19m 3r — low SoftBank Energy — — 0 10m 3r — low eBay — — 0 50m 2r — low Skype — — 0 50m 2r — low LinkedIn — — 0 50m 2r — low Hanwa — — 0 50m 1r — low GeoNet — — 0 50m 1r — low CBS — — 0 50m 1r — low CNN — — 0 50m 1r — low YouTube — — 0 50m 1r — low Samsung — — 0 50m 1r — low LexisNexis — — 0 50m 1r — low DriveNets — — 0 50m 1r — low Nestle — — 0 50m 1r — low N phase — — 0 50m 1r — low Linux Foundation — — 0 50m 1r — low Abacus — — 0 50m 1r — low Big Sequa — — 0 50m 1r — low Brisa — — 0 50m 1r — low SBF — — 0 50m 1r — low Theranos — — 0 50m 1r — low Revelio Labs — — 0 27m 1r — low Arc Institute — — 0 27m 1r — low SK Telecom — — 0 25m 1r — low BitTensor — — 0 15m 1r — low Cadence Health — — 0 11m 1r — low Ollama — — 0 50m — low vLLM — — 0 50m — low Weaviate — — 0 50m — low browser-use — — 0 50m — low Andreason — — 0 50m — low Tinder — — 0 50m — low DSA — — 0 50m — low Autolane — — 0 50m — low Wynn — — 0 50m — low Caesars — — 0 50m — low Bayer — — 0 50m — low RevMed — — 0 50m — low Burrow — — 0 50m — low TomTom — — 0 50m — low Yarbo — — 0 50m — low NIPA — — 0 50m — low TSMC — — 0 50m — low Whisperflow — — 0 50m — low Revolut — — 0 50m — low Contemporary — — 0 50m — low Act Trade — — 0 50m — low NVR — — 0 50m — low Atom Computing — — 0 50m — low Micro One — — 0 50m — low Rogo — — 0 50m — low Consumer Affairs — — 0 50m — low new limit — — 0 50m — low Parallel Web Systems — — 0 50m — low Runta — — 0 50m — low CrowdStrike — — 0 50m — low DeepSeek — — 0 50m — low e2b — — 0 50m — low mastra — — 0 50m — low Front — — 0 50m — low United Airlines — — 0 50m — low TYLSemi — — 0 41m — low Decagon — — 0 21m — low Thermo Fisher — — 0 20m — low TD Securities — — 0 18m — low Freeberg — — 0 11m — low NeuroRobotics — — 0 10m — low BerriAI (LiteLLM) — — 0 9m — low Talon Energy — — 0 8m — low Hoover Institution — — 0 4m — low Oak.id — — 0 3m — low Actis Oncology — — 0 1m — low Sunseeker — — 0 1m — low Northwest Registered Agent — — 0 1m — low PacBank — — 0 1m — low Kirkland & Ellis — — 0 1m — low