💊 Big Pharma is making billion-dollar bets on AI-designed drugs.
→ Lilly, @Novartis & J&J partnered with @IsomorphicLabs
→ Lilly launched a major AI drug discovery initiative with NVIDIA
We mapped 110+ startups across 8 layers of the AI drug discovery stack 👇
[🧵 1/10]
→ Lilly, @Novartis & J&J partnered with @IsomorphicLabs
→ Lilly launched a major AI drug discovery initiative with NVIDIA
We mapped 110+ startups across 8 layers of the AI drug discovery stack 👇
[🧵 1/10]
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Until recently, AI-generated analysis was "cool" but not useful for mission-critical work like portfolio analysis.
That's changed. We're seeing real production workflows running on AI inside VC fund today.
[🧵 1/2]
That's changed. We're seeing real production workflows running on AI inside VC fund today.
[🧵 1/2]
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Q1'26 was the strongest first quarter for digital health funding since the pandemic peak, $7.4B globally.
Every digital health unicorn minted in 2025 had AI at its core.
This week's Tip-Offs spotlights Digital Health →
[🧵 1/4]
Every digital health unicorn minted in 2025 had AI at its core.
This week's Tip-Offs spotlights Digital Health →
[🧵 1/4]
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79% of legal AI funding copies the same playbook: selling tools to law firms.
Per @ycombinator, the bigger bet: skip the law firm entirely. Staff agents. Compete directly.
This week's Tip-Offs: Legal AI and the rise of AI-native law firms →
[🧵 1/4]
Per @ycombinator, the bigger bet: skip the law firm entirely. Staff agents. Compete directly.
This week's Tip-Offs: Legal AI and the rise of AI-native law firms →
[🧵 1/4]
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💰The largest labor arbitrage in decades is underway.
AI agents are becoming the new default labor force for knowledge work — law, finance, consulting — at near-zero marginal cost.
This week's Tip-Offs: Agent Employees →
[🧵 1/4]
AI agents are becoming the new default labor force for knowledge work — law, finance, consulting — at near-zero marginal cost.
This week's Tip-Offs: Agent Employees →
[🧵 1/4]
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⛹️♂️ Player Archetypes
The landscape is splitting across four archetypes:
→ Model-first (AI-native intelligence)
→ Hardware-first (embodiment)
→ Full-stack (integrated systems)
→ Infrastructure (the rails)
[🧵 3/4]
The landscape is splitting across four archetypes:
→ Model-first (AI-native intelligence)
→ Hardware-first (embodiment)
→ Full-stack (integrated systems)
→ Infrastructure (the rails)
[🧵 3/4]
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📊 Market Map: 6 Layers of the Stack
Data/Sim → @scale_AI
Foundation Models → @physical_int, @SkildAI
Hardware → @Figure_robot, @Apptronik
Perception → @silencioNetwork
Sensors/Actuators → @sensobright,@KyberLabsRobots
Deployment/Observability → @foxglove
[🧵 2/4]
Data/Sim → @scale_AI
Foundation Models → @physical_int, @SkildAI
Hardware → @Figure_robot, @Apptronik
Perception → @silencioNetwork
Sensors/Actuators → @sensobright,@KyberLabsRobots
Deployment/Observability → @foxglove
[🧵 2/4]
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At GTC 2026, Jensen Huang declared, “Physical AI has arrived. Every industrial company will become a robotics company.”
The numbers back it: ~$40.7B invested in 2025 (↑74% YoY, ~9% of global VC), World models + VLAs: $6.9B raised, Mega rounds everywhere.
[🧵 1/4]
The numbers back it: ~$40.7B invested in 2025 (↑74% YoY, ~9% of global VC), World models + VLAs: $6.9B raised, Mega rounds everywhere.
[🧵 1/4]
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Defense procurement spent 50 years locked up. AI is what broke it open.
Defense tech VC: ~$7B in 2021 → $49.1B in 2025.
1,000+ startups now hold active government contracts.
This week's Tip-Offs spotlights AI Defense Tech →
[🧵 1/4]
Defense tech VC: ~$7B in 2021 → $49.1B in 2025.
1,000+ startups now hold active government contracts.
This week's Tip-Offs spotlights AI Defense Tech →
[🧵 1/4]
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💥 An AI agent breached McKinsey's platform in under 2 hours.
46.5M chats. 728K files. System prompts for 40K+ consultants, exposed. 3 more major incidents have happened since: Axios, Mercor & Meta's Sev-1.
To close the gap, a new security stack is emerging 👇
[🧵 1/7]
46.5M chats. 728K files. System prompts for 40K+ consultants, exposed. 3 more major incidents have happened since: Axios, Mercor & Meta's Sev-1.
To close the gap, a new security stack is emerging 👇
[🧵 1/7]
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Two of the most credentialed researchers in AI just raised $2B betting on what comes next.
The question now: can they act in the real world?
This week's Tip-Offs spotlights World Models and the architects of the post-transformer era →
[🧵 1/4]
The question now: can they act in the real world?
This week's Tip-Offs spotlights World Models and the architects of the post-transformer era →
[🧵 1/4]
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In every tech cycle, proprietary infra led & open source followed. AI agents just broke that pattern.
Tip-Offs is your weekly research surfacing promising startups & founders through real data signals.
This week, we're spotlighting Open Source AI Agents →
[🧵 1/4]
Tip-Offs is your weekly research surfacing promising startups & founders through real data signals.
This week, we're spotlighting Open Source AI Agents →
[🧵 1/4]
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👷♂️ Who's replacing the retiring oil workers?
Tip-Offs is your weekly research surfacing promising startups & founders through real data signals.
This week, we’re spotlighting Oil & Gas Tech and the new age of oil workers →
[🧵 1/4]
Tip-Offs is your weekly research surfacing promising startups & founders through real data signals.
This week, we’re spotlighting Oil & Gas Tech and the new age of oil workers →
[🧵 1/4]
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🚨 Who's keeping AI from going rogue?
Tip-Offs is your weekly research surfacing promising startups & founders through data signals.
This week, we’re spotlighting AI safety & the rise of the guardian agents →
[🧵 1/4]
Tip-Offs is your weekly research surfacing promising startups & founders through data signals.
This week, we’re spotlighting AI safety & the rise of the guardian agents →
[🧵 1/4]
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Breakout startups always leave a trail in data 👣
Whether it’s ex-@GoogleDeepMind PhDs building in stealth or user-validated products.
Tip-Offs is your weekly research surfacing promising startups & founders through real data signals.
This week’s highlights →
[🧵 1/4]
Whether it’s ex-@GoogleDeepMind PhDs building in stealth or user-validated products.
Tip-Offs is your weekly research surfacing promising startups & founders through real data signals.
This week’s highlights →
[🧵 1/4]
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🏆 Top Gen AI Web Apps 🏆
▪️ @ChatGPTapp
▪️ @grok
▪️ @deepseek_ai
▪️ @claudeai
▪️ @character_ai
[🧵 3/5]
▪️ @ChatGPTapp
▪️ @grok
▪️ @deepseek_ai
▪️ @claudeai
▪️ @character_ai
[🧵 3/5]
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🏆 Top Gen AI Mobile Apps 🏆
▪️ @ChatGPTapp
▪️ Doubao
▪️ @deepseek_ai
▪️ @grok
▪️ @perplexity_ai
[🧵 2/5]
▪️ @ChatGPTapp
▪️ Doubao
▪️ @deepseek_ai
▪️ @grok
▪️ @perplexity_ai
[🧵 2/5]
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Breakout startups always leave a trail in data 👣
Hiring spikes, GTM teams expanding, serial founders building again.
Tip-Offs is your weekly research surfacing promising startups & founders through real data signals.
This week’s (edition #28) highlights →
[🧵 1/5]
Hiring spikes, GTM teams expanding, serial founders building again.
Tip-Offs is your weekly research surfacing promising startups & founders through real data signals.
This week’s (edition #28) highlights →
[🧵 1/5]
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🦾 The age of physical intelligence is here.
AI is moving beyond text & images into the physical world, powering robots with perception, reasoning & action.
We mapped 90+ leading startups across 6 key layers.
This is the stack pioneering Physical AI in 2026 👇
[🧵 1/8]
AI is moving beyond text & images into the physical world, powering robots with perception, reasoning & action.
We mapped 90+ leading startups across 6 key layers.
This is the stack pioneering Physical AI in 2026 👇
[🧵 1/8]
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Legal ops tools spiking in traffic. Virtual care startups backed by top VCs. Former execs from @Google, @Mastercard launching AI startups.
All these & more in Tip-Offs #27! Your weekly research surfacing promising startups & founders.
This week's Highlights ➡️
[🧵 1/5]
All these & more in Tip-Offs #27! Your weekly research surfacing promising startups & founders.
This week's Highlights ➡️
[🧵 1/5]
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🚨 Fresh off the press: Tip-Offs #26 is live!
Your weekly research surfacing promising startups & founders through data signals.
This week’s Highlights ⤵️
[🧵 1/5]
Your weekly research surfacing promising startups & founders through data signals.
This week’s Highlights ⤵️
[🧵 1/5]
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For VCs, the right stack can speed up sourcing, cut diligence time & scale portfolio support.
We built the most comprehensive list of VC tools for 2026. 500+ tools mapped across the entire investment lifecycle.
Check them out👇
[🧵 1/4]
We built the most comprehensive list of VC tools for 2026. 500+ tools mapped across the entire investment lifecycle.
Check them out👇
[🧵 1/4]
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Tip-Offs #25 is here! Your weekly research surfacing promising startups & founders through data signals.
This week’s Highlights ⤵️
[🧵 1/5]
This week’s Highlights ⤵️
[🧵 1/5]
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Tip-Offs #24 is here! Your weekly research surfacing promising startups & founders through data signals.
This week’s Highlights ⤵️
[🧵 1/5]
This week’s Highlights ⤵️
[🧵 1/5]
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We’re back with another edition of Tip-Offs! Your weekly research surfacing promising startups & founders through data signals.
Highlights from Tip-Offs #23 ⤵️
[🧵 1/5]
Highlights from Tip-Offs #23 ⤵️
[🧵 1/5]
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We analyzed 1000+ AI startups in 2025.
Here’s a year of startup research, wrapped in one thread👇
[ 🧵 1/10]
Here’s a year of startup research, wrapped in one thread👇
[ 🧵 1/10]
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🕵️♀️Newly minted startups catching fire, founders back for round two, and traffic spikes that'll make you look twice.
All this and more in Tip-Offs #22!
Your weekly research tracking promising startups & founders through data signals.
This week’s highlights ➡️
[🧵 1/5]
All this and more in Tip-Offs #22!
Your weekly research tracking promising startups & founders through data signals.
This week’s highlights ➡️
[🧵 1/5]
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🎙️ Talking to AI no longer feels like talking to a machine.
Today, AI can handle interruptions, remember context, and sound remarkably human.
We mapped 75+ startups building the Voice AI stack right now.
Here's the breakdown 👇
[🧵 1/4]
Today, AI can handle interruptions, remember context, and sound remarkably human.
We mapped 75+ startups building the Voice AI stack right now.
Here's the breakdown 👇
[🧵 1/4]
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New year, new startups worth watching!🕵️♀️
Video startups exploding in traffic, teams scaling fast, and veteran operators building in AI.
All this and more in Tip-Offs #21, your weekly research tracking promising startups & founders.
This week’s highlights ➡️
[🧵 1/5]
Video startups exploding in traffic, teams scaling fast, and veteran operators building in AI.
All this and more in Tip-Offs #21, your weekly research tracking promising startups & founders.
This week’s highlights ➡️
[🧵 1/5]
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👁️ Some of the biggest companies in the world started in stealth: @stripe, @Dropbox, @typefaceai, @Airbnb
We tracked down 60+ founders building quietly: ex-BigCo leaders, repeat founders with exits, ML PhDs.
Here are the stealth founders to watch in 2026 ⤵️
[🧵 1/3]
We tracked down 60+ founders building quietly: ex-BigCo leaders, repeat founders with exits, ML PhDs.
Here are the stealth founders to watch in 2026 ⤵️
[🧵 1/3]
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GTM teams expanding, apps climbing Play Store charts, and repeat founders going stealth 🕵️♀️
All this and more in Tip-Offs #19!
Your weekly research tracking promising startups & founders through data signals.
This week’s highlights ➡️
[🧵 1/5]
All this and more in Tip-Offs #19!
Your weekly research tracking promising startups & founders through data signals.
This week’s highlights ➡️
[🧵 1/5]
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In 2021, @ycombinator bet $150K on @ZeptoNow, a 10-minute grocery delivery.
Today, Zepto is worth $7B & going public.
But what about the other 726 bets YC made that year?
Batch Testing is back! This time, we're tracking YC 2021 outcomes 🎓
Key data + insights ⤵︎
[🧵 1/3]
Today, Zepto is worth $7B & going public.
But what about the other 726 bets YC made that year?
Batch Testing is back! This time, we're tracking YC 2021 outcomes 🎓
Key data + insights ⤵︎
[🧵 1/3]
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Traffic spikes, hiring surges, and industry veterans launching AI startups 🕵️♀️
All this and more in Tip-Offs #18!
Your weekly research tracking promising startups & founders through data signals.
This week’s highlights ➡️
[🧵 1/5]
All this and more in Tip-Offs #18!
Your weekly research tracking promising startups & founders through data signals.
This week’s highlights ➡️
[🧵 1/5]
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Health tech traffic surging, apps climbing Play Store charts, and @GoogleDeepMind alums launching startups 🕵️♀️
All this and more in Tip-Offs #17!
Your weekly research tracking promising startups & founders through data signals.
This week’s highlights ➡️
[🧵 1/5]
All this and more in Tip-Offs #17!
Your weekly research tracking promising startups & founders through data signals.
This week’s highlights ➡️
[🧵 1/5]
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🚀 Dev tools going viral on @github, Climate Tech startups seeing traffic spikes, and repeat founders back in the game.
All this and more in Tip-Offs #16!
Your weekly research tracking promising startups & founders through data signals.
This week’s highlights ➡️
[🧵 1/5]
All this and more in Tip-Offs #16!
Your weekly research tracking promising startups & founders through data signals.
This week’s highlights ➡️
[🧵 1/5]
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@figma went from 10% market share in 2017 to 90% in 2022.
How? Designers were expensing it without waiting for IT.
When employees pay for software, the signal is loud & clear.
Tip-Offs tracks such breakout signals weekly.
This week’s highlights ➡️
[🧵 1/5]
How? Designers were expensing it without waiting for IT.
When employees pay for software, the signal is loud & clear.
Tip-Offs tracks such breakout signals weekly.
This week’s highlights ➡️
[🧵 1/5]
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🗓️ Raising a fund in 2026? Building your LP pipeline?
Our 2026 LP GP Conferences Calendar features 100+ must-attend events with:
→ Event overviews + agendas
→ Dates, cities, and countries
→ Registration links
→ Audience profiles
[🧵 1/6]
Our 2026 LP GP Conferences Calendar features 100+ must-attend events with:
→ Event overviews + agendas
→ Dates, cities, and countries
→ Registration links
→ Audience profiles
[🧵 1/6]
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We’re back with another edition of Tip-Offs! Your weekly research tracking promising startups & founders through data signals.
This week’s highlights →
[🧵 1/5]
This week’s highlights →
[🧵 1/5]
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📈 Spiking traffic, surging headcount, and a new crop of AI founders emerging from @GoogleDeepMind.
All this and more in Tip-Offs #13! Your weekly research tracking promising startups & founders through data signals.
This week’s highlights →
[🧵 1/5]
All this and more in Tip-Offs #13! Your weekly research tracking promising startups & founders through data signals.
This week’s highlights →
[🧵 1/5]
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In 2020, @ycombinator bet on 437 startups in the middle of a global pandemic.
Five years later, did the bets pay off?
Our new series, Batch Testing, tracks how each YC class performed after Demo Day.
First up? YC 2020 Batch 🎓
key data + standouts ⤵︎
[🧵 1/3]
Five years later, did the bets pay off?
Our new series, Batch Testing, tracks how each YC class performed after Demo Day.
First up? YC 2020 Batch 🎓
key data + standouts ⤵︎
[🧵 1/3]
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Edition #12 of Tip-Offs is here! Your weekly research tracking promising startups & founders through data signals.
This week’s highlights →
[🧵 1/5]
This week’s highlights →
[🧵 1/5]
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Breakout startups always leave a trail in data 👣
GitHub stars spike, GTM teams expand, and repeat founders return with new bets.
Tip-Offs is your weekly research surfacing promising startups & founders through data signals.
This week’s (edition #11) highlights →
[🧵 1/5]
GitHub stars spike, GTM teams expand, and repeat founders return with new bets.
Tip-Offs is your weekly research surfacing promising startups & founders through data signals.
This week’s (edition #11) highlights →
[🧵 1/5]
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Breakout startups always leave a trail in data 👣
Website traffic surges, app usage jumps, and stealth teams quietly scale.
Tip-Offs is your weekly research surfacing promising startups & founders through data signals.
This week’s (edition #10) highlights →
[🧵 1/5]
Website traffic surges, app usage jumps, and stealth teams quietly scale.
Tip-Offs is your weekly research surfacing promising startups & founders through data signals.
This week’s (edition #10) highlights →
[🧵 1/5]
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Breakout startups always leave a trail in data 👣
Traffic explodes. Hiring accelerates. Talent moves.
Tip-Offs is your weekly research surfacing promising startups & founders through data signals.
This week’s (edition #9) highlights →
[🧵 1/5]
Traffic explodes. Hiring accelerates. Talent moves.
Tip-Offs is your weekly research surfacing promising startups & founders through data signals.
This week’s (edition #9) highlights →
[🧵 1/5]
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💸 VCs doubled down on open source AI infra in 2025: $3.5B+ raised. @supabase ($100M), @MistralAI (€1.7B) & @baseten ($150M) headlined mega rounds, while early-stage bets went to observability & orchestration startups like @promptlayer, @fiddler_ai, & @llama_index.
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@Meta tops @huggingface downloads in 2025, while @alibaba_cloud's Qwen holds strong across model sizes.
@github stars flowed to @langchain, @supabase & @AnthropicAI, signaling a shift toward compact models, orchestration frameworks & production-ready AI tools 👀
@github stars flowed to @langchain, @supabase & @AnthropicAI, signaling a shift toward compact models, orchestration frameworks & production-ready AI tools 👀
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📊 Closed models dominate the @openrouter leaderboard in Sep'25. @grok Code Fast 1 leads with 4.5T, 73% more than @claudeai Sonnet 4.
Open source challengers like @deepseek_ai show solid traction, but are secondary to proprietary models.
Open source challengers like @deepseek_ai show solid traction, but are secondary to proprietary models.
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📈 Closed models like Gemini 2.5 Pro, Grok 4, and GPT-5 lead reasoning benchmarks, with higher accuracy on tests like Humanity’s Last Exam.
Open source challengers @deepseek_ai and @Alibaba_Qwen show better calibration, meaning they’re more aware of when they’re likely wrong.
Open source challengers @deepseek_ai and @Alibaba_Qwen show better calibration, meaning they’re more aware of when they’re likely wrong.
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The race to own AI infra is on! 🏃♀️Startup activity is hot in Observability.
Early pioneers like @arizeai & @fiddler_ai are evolving from basic monitoring to full-stack observability, powering continuous model evaluation & governance. @nvidia & @AnthropicAI fuel growth via M&A.
Early pioneers like @arizeai & @fiddler_ai are evolving from basic monitoring to full-stack observability, powering continuous model evaluation & governance. @nvidia & @AnthropicAI fuel growth via M&A.
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Open Source AI is moving from lab to production 🌍
While OS models still trail closed AI on reasoning benchmarks, adoption is climbing fast. Startup activity in monitoring, deployment, and training is heating up. Mega rounds and M&As abound.
See how the landscape is evolving👇
While OS models still trail closed AI on reasoning benchmarks, adoption is climbing fast. Startup activity in monitoring, deployment, and training is heating up. Mega rounds and M&As abound.
See how the landscape is evolving👇
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@nikunj rocking our hoodie in SF!
If you see him around, take a snap and drop it in the replies below. We’ll send you a $25 coffee card in your DMs.
#SpotTheSwag #SF
If you see him around, take a snap and drop it in the replies below. We’ll send you a $25 coffee card in your DMs.
#SpotTheSwag #SF
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🤫👀 “Some commerce will be eaten by AI. Some will be immune. And some will be up for grabs by new startups.” — @a16z's new AI x Commerce thesis.
Welcome to Commerce 2.0.
We mapped 80+ startups building at this frontier. Here’s the breakdown 👇
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Welcome to Commerce 2.0.
We mapped 80+ startups building at this frontier. Here’s the breakdown 👇
[🧵 1/7]
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📊 Looking for SaaS benchmarks?
We built an open-source SaaS Benchmarking Dashboard to make comparisons simple, credible, and quick.
Drop in your numbers → instantly see how you stack up against peers on growth, NDR, margins, CAC payback, burn multiple & more.
[🧵1/3]
We built an open-source SaaS Benchmarking Dashboard to make comparisons simple, credible, and quick.
Drop in your numbers → instantly see how you stack up against peers on growth, NDR, margins, CAC payback, burn multiple & more.
[🧵1/3]
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🚨 AI giants are the new founder factories!
Ex-employees from @OpenAI, @Anthropic, @GoogleDeepMind, @Scale_AI & more are building the next wave of startups.
Here are the companies with the most new founders in 2025👇
[🧵1/4]
Ex-employees from @OpenAI, @Anthropic, @GoogleDeepMind, @Scale_AI & more are building the next wave of startups.
Here are the companies with the most new founders in 2025👇
[🧵1/4]
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Gen AI is transforming everything from healthcare to agriculture, not just coding. Curious what it means for your market?
Explore the 2025 GenAI Market Map Library featuring the insightful market maps & POVs from top funds like @a16z, @BessemerVP, @AlbionVC & more!
[🧵 1/7]
Explore the 2025 GenAI Market Map Library featuring the insightful market maps & POVs from top funds like @a16z, @BessemerVP, @AlbionVC & more!
[🧵 1/7]
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📈 Altman x Ive, YC's call for design founders — it’s a signal.
As AI makes product development easier, design becomes the moat.
We’ve curated 80+ design founders — your starting point to spot builders with a design DNA.
[🧵1/2]
As AI makes product development easier, design becomes the moat.
We’ve curated 80+ design founders — your starting point to spot builders with a design DNA.
[🧵1/2]
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🧠 The AI Data Stack is getting reengineered — fast.
From vector DBs to semantic layers, infra startups are powering the next wave of GenAI applications.
We mapped 100+ companies shaping the modern AI-native data stack. Here's the breakdown 👇
[🧵 1/7]
From vector DBs to semantic layers, infra startups are powering the next wave of GenAI applications.
We mapped 100+ companies shaping the modern AI-native data stack. Here's the breakdown 👇
[🧵 1/7]
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🎉 Meet the 235 firms setting the standard in the 2025 Data-Driven VC Landscape!
These teams are changing the game — scaling smarter with data, automation, and AI across sourcing, diligence, and ops.
Explore the full report → bit.ly/42UOHzT
These teams are changing the game — scaling smarter with data, automation, and AI across sourcing, diligence, and ops.
Explore the full report → bit.ly/42UOHzT
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👏 Meet the top 100 thought leaders in the 2025 DDVC Landscape—turning VC data-native, one workflow at a time.
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2025 is the year of AI agents
AI agents are moving from pilots to production. Copilots are now powering research, due diligence, memo writing, and even outreach.
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AI agents are moving from pilots to production. Copilots are now powering research, due diligence, memo writing, and even outreach.
[🧵 6/7]
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Adoption of data-driven practices expanding across the stack
In 2023, only 5% of DDVCs had tooling for portfolio management. In 2025, 76% do. Funds want more than just dashboards – proactive alerts, standardized reporting, and actionable insights.
[🧵 5/7]
In 2023, only 5% of DDVCs had tooling for portfolio management. In 2025, 76% do. Funds want more than just dashboards – proactive alerts, standardized reporting, and actionable insights.
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Top challenge - making data actionable
40% of DDVCs say turning raw data into usable insights is the key — more than data collection, tooling, or skills
[🧵 4/7]
40% of DDVCs say turning raw data into usable insights is the key — more than data collection, tooling, or skills
[🧵 4/7]
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Efficiency is the biggest driver of being data-driven
93% of VCs adopt data-driven systems to eliminate repetitive work and free up time for higher-leverage activities.
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93% of VCs adopt data-driven systems to eliminate repetitive work and free up time for higher-leverage activities.
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The future is augmented, not automated
94% of VCs believe in “human-in-the-loop” investing, expect augmentation (AI + human) to be standard practice vs traditional (human) or quant (fully-automated).
[🧵 2/7]
94% of VCs believe in “human-in-the-loop” investing, expect augmentation (AI + human) to be standard practice vs traditional (human) or quant (fully-automated).
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The 2025 Data Driven VC Landscape is here.
We’re proud to parter with @AndreRetterath to bring this report to you. Backed by insights from 235 firms, it’s the most comprehensive look yet, into how data, AI & automation are reshaping the venture playbook.
[🧵 1/7]
We’re proud to parter with @AndreRetterath to bring this report to you. Backed by insights from 235 firms, it’s the most comprehensive look yet, into how data, AI & automation are reshaping the venture playbook.
[🧵 1/7]
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Europe's top GPs and LPs on one stage….? London, we're in! 🎡
The EUVC (@the_euvc) Summit & Awards Show is almost here—and the agenda is 🔥
We've booked our tickets. If you’re heading there too, drop us a message— we'd love to say hi!
Rohit (@rohit_razdan_ ), Rohan (@voguedialectic)
The EUVC (@the_euvc) Summit & Awards Show is almost here—and the agenda is 🔥
We've booked our tickets. If you’re heading there too, drop us a message— we'd love to say hi!
Rohit (@rohit_razdan_ ), Rohan (@voguedialectic)
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📊 Track 75+ climate tech startups reshaping the planet’s industrial stack.
We cover categories, use cases, founder profiles and growth signals. Download the list → bit.ly/4iLUsEO
[🧵 7/7]
We cover categories, use cases, founder profiles and growth signals. Download the list → bit.ly/4iLUsEO
[🧵 7/7]
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🌍 Climate Tech is heating up – in all the good ways!
From carbon removal to battery breakthroughs, climate startups are building the backbone of a net-zero economy.
We mapped 75+ climate tech startups across key segments. Here's a breakdown 👇
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From carbon removal to battery breakthroughs, climate startups are building the backbone of a net-zero economy.
We mapped 75+ climate tech startups across key segments. Here's a breakdown 👇
[🧵 1/7]
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AI is redefining how modern marketing gets done.
Coca-Cola’s latest Xmas ad was built with GenAI — proof that AI isn’t a side experiment anymore. From content to campaigns to CRM, AI is powering the full funnel.
We mapped 100+ AI MarTech startups across key segments 👇 [🧵1/6]
Coca-Cola’s latest Xmas ad was built with GenAI — proof that AI isn’t a side experiment anymore. From content to campaigns to CRM, AI is powering the full funnel.
We mapped 100+ AI MarTech startups across key segments 👇 [🧵1/6]
Coca-Cola spends $5B a year on advertising.
It invented the modern-day image of Santa Claus.
And just completely mailed it in with this 15 second AI-generated Christmas ad:
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Track 30+ high-potential AI DefenseTech startups!
Use cases. Funding. Founder profiles. Growth signals. All in one resource: bit.ly/4inPrSG
Use cases. Funding. Founder profiles. Growth signals. All in one resource: bit.ly/4inPrSG
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Modern defense is getting a software upgrade. 🛡️
AI is infiltrating DefenseTech — from command decisions to autonomous drones. @NATO’s deal with @PalantirTech is a major signal.
We've mapped key segments and players in the space. [🧵 1/5]
x.com/RepGallagher/s…
AI is infiltrating DefenseTech — from command decisions to autonomous drones. @NATO’s deal with @PalantirTech is a major signal.
We've mapped key segments and players in the space. [🧵 1/5]
x.com/RepGallagher/s…
Deterrence doesn’t rest on summits and sustainability, but on steel on software.
Maven Smart System NATO will help the Alliance modernize its capabilities and empower warfighters to operate more decisively on the battlefield.
This is a good day for the Free World. wHx
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Track 50+ high-potential AI legaltech startups! 👀
Explore the landscape, complete with details on funding, use cases, growth signals and founder data here: bit.ly/3E6YnxH
Explore the landscape, complete with details on funding, use cases, growth signals and founder data here: bit.ly/3E6YnxH
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⚖️ Gen AI is well on its way to democratize legal services.
From accessible legal research, to contract automation, to patent drafting – AI is fundamentally reshaping legal tech.
Here’s a quick map to key segments and standout startups in the space! [🧵 1/6]
From accessible legal research, to contract automation, to patent drafting – AI is fundamentally reshaping legal tech.
Here’s a quick map to key segments and standout startups in the space! [🧵 1/6]
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Could managing finances be as easy as asking Siri for the weather?
Generative AI is unlocking real value in #Fintech – from back-office automation to personalized wealth management. Here’s a snapshot of standout AI startups in key fintech segments. [🧵 1/11]
Generative AI is unlocking real value in #Fintech – from back-office automation to personalized wealth management. Here’s a snapshot of standout AI startups in key fintech segments. [🧵 1/11]
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Billions of funding dollars are pouring in.
Investors and Big Tech are all-in. @Microsoft, @Google, @amazon, @nvidia, @SamsungCatalyst are making multiple strategic investments. [🧵 3/5]
Investors and Big Tech are all-in. @Microsoft, @Google, @amazon, @nvidia, @SamsungCatalyst are making multiple strategic investments. [🧵 3/5]
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Inference compute, energy efficiency and scalability are the key areas of focus.
@Nvidia continues to have a stronghold in training chips, but startups like @GroqInc , @LightmatterCo , @RebellionsAI are building for inference compute to accelerate AI workloads. [🧵 2/5]
@Nvidia continues to have a stronghold in training chips, but startups like @GroqInc , @LightmatterCo , @RebellionsAI are building for inference compute to accelerate AI workloads. [🧵 2/5]
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AI Hardware is having its breakout moment. 🚀
Compute demand is off the charts, training costs are brutal, and GPUs alone won’t cut it. The market is evolving — fast. [🧵 1/5]
Compute demand is off the charts, training costs are brutal, and GPUs alone won’t cut it. The market is evolving — fast. [🧵 1/5]
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After years of “software eating the world”, it’s hardware’s turn to feast! 🚀
We've curated a list of 50+ AI hardware startups driving innovation in chips, compute and AI-enabled devices.
Explore players, funding trends, and founders shaping AI’s hardware wave.
We've curated a list of 50+ AI hardware startups driving innovation in chips, compute and AI-enabled devices.
Explore players, funding trends, and founders shaping AI’s hardware wave.
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Private Investors! 👋 Only a few weeks left until the Data-Driven VC Summit by @AndreRetterath.
📅 10-12 March, 2025
📍 Virtual
20+ VCs from top funds will spill the beans (+ tools & frameworks) on how AI & data are improving VC ops. Book your spot now! 👇
datadrivenvc.io/ddvc-summit-20…
📅 10-12 March, 2025
📍 Virtual
20+ VCs from top funds will spill the beans (+ tools & frameworks) on how AI & data are improving VC ops. Book your spot now! 👇
datadrivenvc.io/ddvc-summit-20…
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@wordware_ai, a YC-backed no-code platform for building AI Agents, shattered records with a viral Product Hunt launch in August, drawing 15M+ visits in a single month!
[🧵 6/7]
[🧵 6/7]
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Funding dollars are pouring in for AI agents.
VCs are racing to fund this next-gen tech – Agents have raised $1B+ in 2024 itself. Mega rounds include @hebbia ($130M), @SierraPlatform ($175M), @devrev ($100M).
[🧵 5/7]
VCs are racing to fund this next-gen tech – Agents have raised $1B+ in 2024 itself. Mega rounds include @hebbia ($130M), @SierraPlatform ($175M), @devrev ($100M).
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Agents are emerging for nearly every use case.
The abundance of open-source infra and the lack of Big tech dominance have lowered barriers to entry, leading to rapid innovation and faster product launches.
[🧵 3/7]
The abundance of open-source infra and the lack of Big tech dominance have lowered barriers to entry, leading to rapid innovation and faster product launches.
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The Agent boom is real.
AI Agents have quickly grown from experiments to mainstream this year. Consumer interest in AI agents has surged over the past 24 months, mirroring the influx of startups in the space.
[🧵 2/7]
AI Agents have quickly grown from experiments to mainstream this year. Consumer interest in AI agents has surged over the past 24 months, mirroring the influx of startups in the space.
[🧵 2/7]
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The future isn’t automated – it’s autonomous. AI Agents are here! 🚀
200+ startups are building agentic solutions. Bigtech has entered the fray – @OpenAI’s Operator, @Google’s Mariner, @AnthropicAI’s “computer use”, @Microsoft’s CoPilot. It’s the hottest space in AI!
[🧵 1/7]
200+ startups are building agentic solutions. Bigtech has entered the fray – @OpenAI’s Operator, @Google’s Mariner, @AnthropicAI’s “computer use”, @Microsoft’s CoPilot. It’s the hottest space in AI!
[🧵 1/7]
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📅 Plan Your 2025 Networking!
The ultimate calendar for VCs, PEs, and LPs. Discover 100+ LP-GP conferences worldwide, with :
📍 Key dates & locations
👥 Audience insights
🔗 Registration links
Start planning your 2025 calendar today. bit.ly/3VyB1q5
The ultimate calendar for VCs, PEs, and LPs. Discover 100+ LP-GP conferences worldwide, with :
📍 Key dates & locations
👥 Audience insights
🔗 Registration links
Start planning your 2025 calendar today. bit.ly/3VyB1q5
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🚀 AI Agents: The future of work is here.
Get a curated list of 75+ top startups building AI Agents – tagged by use cases from coding to sales to compliance. Get websites, founder profiles, funding, and growth insights – all in one sheet.
bit.ly/48VWGhB
#AIAgents
Get a curated list of 75+ top startups building AI Agents – tagged by use cases from coding to sales to compliance. Get websites, founder profiles, funding, and growth insights – all in one sheet.
bit.ly/48VWGhB
#AIAgents
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🚀 The ultimate investor networking calendar is BACK!
The calendar covers 150 global events for VCs, PEs, finance leaders, and founders. Get dates, locations, audience insights, and registration links all in one place. Don’t miss out!
bit.ly/40CJYlQ
The calendar covers 150 global events for VCs, PEs, finance leaders, and founders. Get dates, locations, audience insights, and registration links all in one place. Don’t miss out!
bit.ly/40CJYlQ
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🚀 Startup Spotlight!
@Successai10x, an AI-powered B2B outreach tool founded by @onlyCTO and backed by @BWVen has seen >150% QoQ growth in Q3'24 web visits!
@Successai10x, an AI-powered B2B outreach tool founded by @onlyCTO and backed by @BWVen has seen >150% QoQ growth in Q3'24 web visits!
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🚀Startup Spotlight!
@EchoLabsAI , an AI captioning tool for higher-ed founded by @EdwardIPAguilar and Sahan Reddy, and backed by @dundeevc, @BasisSet and @Techstars has seen >200% QoQ growth in Q3'24 web traffic!
@EchoLabsAI , an AI captioning tool for higher-ed founded by @EdwardIPAguilar and Sahan Reddy, and backed by @dundeevc, @BasisSet and @Techstars has seen >200% QoQ growth in Q3'24 web traffic!
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🔍 Spot tomorrow’s Gen AI unicorns early! 🦄
Connect with the brightest minds shaping AI breakthroughs – track top-cited Gen AI researchers here. 👇
bit.ly/4hbIvIT
[🧵1/4]
Connect with the brightest minds shaping AI breakthroughs – track top-cited Gen AI researchers here. 👇
bit.ly/4hbIvIT
[🧵1/4]
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#Web3 is transforming the internet – ushering in a decentralized era with more user control over data, privacy and online interactions. Blockchain tech, dApps, and token-based economies are reshaping industries.
We’ve curated an exclusive list of 75+ high-growth Web3 startups!💡
We’ve curated an exclusive list of 75+ high-growth Web3 startups!💡
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Startup Spotlight! 🚀
@ExaAILabs, a search engine built to power LLMs founded by @WilliamBryk and @jeffzwang, and backed by @lightspeedvp has seen significant web traction in 2024!
@ExaAILabs, a search engine built to power LLMs founded by @WilliamBryk and @jeffzwang, and backed by @lightspeedvp has seen significant web traction in 2024!
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@FactoryAI has seen a massive 390% QoQ growth in website traffic. Docuwriter AI (by @magarrent), @text2sql, @getappmap have seen strong interest as well. 💻📊 [🧵8/8]
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Funding has picked up massively as well – with 60+ deals in the last 12 months!
Notable deals include @magicailabs’s $320M Series C, @augmentcode’s $227M Series B, @cursor_ai’s $60M Series A and @warpdotdev’s $50M Series B. 💰 [🧵6/8]
x.com/synaptic_data/…
Notable deals include @magicailabs’s $320M Series C, @augmentcode’s $227M Series B, @cursor_ai’s $60M Series A and @warpdotdev’s $50M Series B. 💰 [🧵6/8]
x.com/synaptic_data/…
Startup funding in AI coding tools has been slow (no big, series B+ deals yet) due to Big Tech (esp. Copilot) dominance, but VC bets are emerging in startups serving niche / downstream use cases. [🧵 6/13]
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GitHub activity quantifies the momentum in AI coding tools 🚀
Startups like @zeddotdev, @continuedev, and @vannadotai are gaining serious momentum, with Zed hitting 41K stars in just 6 months!🌟
@cursor_ai, @fig , @redocly & @warpdotdev continue to be popular on @github. [🧵4/qCGv
Startups like @zeddotdev, @continuedev, and @vannadotai are gaining serious momentum, with Zed hitting 41K stars in just 6 months!🌟
@cursor_ai, @fig , @redocly & @warpdotdev continue to be popular on @github. [🧵4/qCGv
GitHub activity shows Cursor.so, @Warpdotdev, @Fig, @Redocly and @Mintlify are witnessing strong developer traction. GitHub stars (similar to “Follows” on social media for GitHub repositories) reflect this traction. [🧵 7/13]
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