AI Venture Index

⚡ The Brief 2026-10-24 Read the full brief →

LangChain is quietly standing up new infrastructure 36 new TLS endpoints appeared in certificate-transparency logs over the last 90 days (0 in the 90 before) — including staging.sandbox.langchain.com and staging.opencanvas.langchain.com.
Together AI is quietly standing up new infrastructure 1534 new TLS endpoints appeared in certificate-transparency logs over the last 90 days (0 in the 90 before) — including staging.together.ai and dashboard.yaroslav-xgt8w.s1.us-central-8a.cloud.together.ai.
SpaceX is hiring like something is coming Engineering openings grew 1236 → 1463 in 47 days on the company's own job board — hiring velocity of this shape historically precedes announcements and rounds..

Venture intelligence before the round. 104 companies in the index, from SEC filings, certificate transparency, podcast transcripts, GitHub activity, and federal records — every number tracing back to the observation behind it.

⚡ Seen before the round live from the signal ledger — not a mockup

137 days before Mistral AI announced its round, new product-shaped subdomains appeared on its domain — from public certificate-transparency records:

api.eu.mistral.ai 2026-04-24 · 137d early
api.mistral.ai 2026-05-03 · 128d early
admin.mistral.ai 2026-05-04 · 127d early

Then the round became public: Series D announced 2026-09-08 · now VS 63.7

See the full evidence chain →

We grade the decks Airbnb '08: missed Uber '08: partly held Buffer '11: missed WeWork '14: held up Front '16: held up your deck gets the same grading →

I'm a… Investor — show me the movers Operator — show me what's winning Founder — your sector: AI infra Defense Biotech Enterprise Emerging

Investor Desk what the investor lens sees

Your pipeline

Track deals through diligence once you join — a private board over the public index.

Where capital is moving

Largest recent raise: TypeSafe AI at $870M.
Andreessen Horowitz is most active — 11 deals, $4.3B deployed.
Busiest in Aug — 14 rounds against an average of 4.0/mo.

High signal, funding not captured

Scored ≥70 with no funding round in our data — strong outside signal where our own financing coverage is thin. Not a claim that these companies are unfunded. Signal feed →

Top of the Index Three-Point View · VentureSignal

1 LangChain 86.2
2 Instinct 83.4
3 TypeSafe AI 83.2
4 Databricks 82.9
5 Ollama 82.5

AI Venture Index (99 of 104 in the index, ranked by VentureSignal)

This is a count of companies whose evidence is sufficient to publish a profile — not a list of qualified leads. Whether a company is a fit for a seed/Series-A sourcing buyer is a separate decision, assessed company by company and counted separately: qualified prospects →

Each score is a cross-signal composite. The strip under it shows the three families it’s built from — funding, package adoption, and developer momentum — lit when present, and how many of the three back the score. Fewer signals means a coverage-discounted score, not a missing one.

Tick 2–4 companies, then compare them side by side. ⬇ Download the index (CSV)

	#	Company	Description	VentureSignal ↓	Latest round	Hiring (eng)	Momentum	AI Maturity	Event
	1	LangChain AI infra signal 9d ago	LangChain enables every company to own their intelligence. Control, g…	86.2 Funding Adoption 38.6M/wk ▼-1% Developer 85.3 2/3 ↗ P100 UNKNOWN Outlook Stable	—	60 / 100	85.3	87	Adopt Down
	2	Instinct Emerging signal 9d ago	Instinct is a personal assistant that understands your work and takes…	83.4 Funding $1B Adoption Developer 1/3 ↗ P100 growth Outlook Stable	Series C · $1B 2026-09-28	—	—	—	—
	3	TypeSafe AI Emerging signal 9d ago	TypeSafe AI is an AI lab building machine-native intelligence infrast…	83.2 Funding $870M Adoption Developer 1/3 ↗ P100 early Outlook Stable WATCH	Series A · $870M 2026-10-09	3 / 10	—	— ⚠ dissent	Dissent
	4	Databricks Enterprise signal 9d ago	Databricks offers a unified platform for data, analytics and AI. Buil…	82.9 Funding $5B Adoption Developer 1/3 ↗ P98 UNKNOWN Outlook Stable WATCH	Unknown · $5B 2026-08-13	439 / 894	—	— ⚠ dissent	Dissent
	5	Ollama AI infra signal 9d ago	Ollama is the easiest way to run and build with open AI models locall…	82.5 Funding Adoption 3.7M/wk ▼-1% Developer 81 2/3 ↗ P97 UNKNOWN Outlook Stable WATCH	—	6 / 8	81	76.7 ⚠ dissent 1 rec	Adopt Down
	6	Harvey Emerging signal 9d ago	Part of a suite of legal tools offered by Contemporary	81.6 Funding $550M Adoption Developer 1/3 ↗ P96 UNKNOWN Outlook Stable	Unknown · $550M 2026-09-09	—	—	—	—
	7	OpenRouter AI infra signal 9d ago	The unified interface for every model. Find the best models & prices …	81.4 Funding $113M Adoption 3.3M/wk ▲+2% Developer 2/3 ↗ P98 growth Outlook Stable WATCH	Series B · $113M 2026-05-26	14 / 28	—	— ⚠ dissent	Adopt Up
	8	Boring Company Emerging signal 15d ago	The Boring Company builds safe, fast-to-dig, low-cost transportation,…	79 Funding $3B Adoption Developer 1/3 ↗ P89 UNKNOWN Outlook Stable	· $3B	—	—	—	—
	9	SpaceX Emerging signal 10d ago	SpaceX designs, manufactures and launches advanced rockets and spacec…	79 Funding $1B Adoption Developer 1/3 ↗ P89 UNKNOWN Outlook Stable	· $1B	1463 / 2746	—	—	—
	10	River AI Emerging signal 9d ago	River AI helps teams create accurate, consistent content fast using g…	78.9 Funding $1.1B Adoption Developer 1/3 ↗ P98 early Outlook Stable WATCH	Series A · $1.1B 2026-08-11	12 / 19	—	— ⚠ dissent	Dissent
	11	BerriAI (LiteLLM) AI infra signal 9d ago	LiteLLM is the open-source AI gateway that puts your full AI stack be…	77.1 Funding Adoption 21.6M/wk Developer 89 2/3 ↗ P87 UNKNOWN Outlook Stable	—	7 / 10	89	83.3	—
	12	Fluidstack Emerging signal 9d ago	We build compute faster than anyone on the planet. Gigawatt data cent…	77 Funding $830M Adoption Developer 1/3 ↗ P95 early Outlook Stable WATCH	Series A · $830M 2026-07-21	128 / 249	—	— ⚠ dissent	Dissent
	13	Etched Emerging signal 9d ago	Co-designed chips, racks, and software to push the pareto frontier to…	76.4 Funding $700M Adoption Developer 1/3 ↗ P86 UNKNOWN Outlook Stable WATCH	Unknown · $700M 2026-08-18	76 / 114	—	— ⚠ dissent	Dissent
	14	e2b AI infra signal 9d ago	The AI Agent Cloud. An isolated machine for every AI agent: run code,…	75.1 Funding Adoption 2.1M/wk ▲+2% Developer 71.2 2/3 ↗ P84 UNKNOWN Outlook Stable	—	8 / 14	71.2	72.3	Adopt Up
	15	Preference Model signal 9d ago	Preference Model is a superintelligence data research company, buildi…	74.3 Funding Adoption Developer 1/3 ↗ P83 UNKNOWN Outlook Stable	Unknown 2026-10-07	4 / 4	—	—	—
	16	Qdrant AI infra signal 9d ago	Qdrant is an Open-Source Vector Search Engine written in Rust. It pro…	74.3 Funding $50M Adoption 4.0M/wk Developer 68.9 3/3 ↗ P91 growth Outlook Stable WATCH	Series B · $50M 2026-03-12	—	68.9	68.6 ⚠ dissent	Dissent
	17	EliseAI Emerging signal 9d ago	EliseAI is the industry-leading AI platform transforming both propert…	74.2 Funding $350M Adoption Developer 1/3 ↗ P82 UNKNOWN Outlook Stable	Unknown · $350M 2026-09-29	39 / 130	—	—	—
	18	Together AI AI infra signal 9d ago	Build what's next on the AI Native Cloud. Full-stack AI platform for …	73.4 Funding $800M Adoption 395k/wk ▼-3% Developer 68.1 3/3 ↗ P89 growth Outlook Stable	Series C · $800M 2026-07-01	56 / 75	68.1	69.3 1 rec	Adopt Down
	19	mastra AI infra signal 9d ago	Ship AI agents that reason, remember, and act in TypeScript. Mastra p…	73 Funding Adoption 978k/wk ▲+2% Developer 76.8 2/3 ↗ P79 UNKNOWN Outlook Stable	—	2 / 2	76.8	—	Adopt Up
	20	Chroma AI infra signal 9d ago	Open-source search infrastructure for AI	72.9 Funding Adoption 2.2M/wk ▲+5% Developer 65.7 2/3 ↗ P78 UNKNOWN Outlook Stable	—	1 / 1	65.7	70.9	Adopt Up
	21	LlamaIndex AI infra signal 9d ago	LlamaParse is the world's best agentic OCR for processing complex doc…	72 Funding Adoption 827k/wk Developer 76.7 2/3 ↗ P75 UNKNOWN Outlook Stable	—	5 / 8	76.7	80.7	—
	22	Clasp, Inc. signal 9d ago	Clasp puts benefits administration on autopilot, so you can focus on …	71.4 Funding Adoption Developer 0/3 ↗ P73 UNKNOWN Outlook Stable	—	1 / 5	—	—	—
	23	Weaviate AI infra signal 9d ago	Bring AI-native applications to life with less hallucination, data le…	70.5 Funding Adoption 1.9M/wk ▼-5% Developer 62.1 2/3 ↗ P71 UNKNOWN Outlook Stable WATCH	—	0 / 3	62.1	59.7 ⚠ dissent	Adopt Down
	24	Chai Discovery Biotech signal 9d ago	Building frontier artificial intelligence to predict and reprogram th…	69.2 Funding $400M Adoption Developer 1/3 ↗ P81 growth Outlook Stable	Series C · $400M 2026-07-14	11 / 21	—	—	—
	25	Braintrust AI infra signal 9d ago	Ship quality agents at scale. Braintrust is the AI observability plat…	68.7 Funding $80M Adoption 3.3M/wk Developer 2/3 ↗ P77 growth Outlook Stable WATCH	Series B · $80M 2026-02-17	14 / 27	—	— ⚠ dissent	Dissent
	26	Clay Emerging signal 9d ago	VC name mentioned as someone to build consensus with.	68.5 Funding Adoption Developer 1/3 ↗ P62 UNKNOWN Outlook Stable	—	—	—	—	—
	27	General Compute Emerging signal 9d ago	General Compute is the neocloud for SambaNova, Cerebras, Positron and…	68.5 Funding $400M Adoption Developer 1/3 ↗ P62 UNKNOWN Outlook Stable	Unknown · $400M 2026-07-17	6 / 8	—	—	—
	28	Factory Emerging signal 9d ago	—	68 Funding $200M Adoption Developer 1/3 ↗ P60 UNKNOWN Outlook Stable	Unknown · $200M 2026-09-16	—	—	—	—
	29	Starcloud Emerging signal 9d ago	Explore Starcloud's pioneering data centers in space, offering 90% lo…	67.6 Funding $250M Adoption Developer 1/3 ↗ P90 early Outlook Stable	Series A · $250M 2026-08-21	—	—	—	—
	30	Cerebras Emerging signal 9d ago	Supplies a chip to OpenAI	66.8 Funding $1B Adoption Developer 46.4 2/3 ↗ P59 UNKNOWN Outlook Stable	· $1B	103 / 124	46.4	—	—
	31	CopilotKit AI infra signal 9d ago	The Enterprise-Ready Frontend Stack for Agents. CopilotKit lets you i…	66.8 Funding $27M Adoption 472k/wk ▼-2% Developer 76.5 3/3 ↗ P88 early Outlook Stable WATCH	Series A · $27M 2026-05-05	1 / 1	76.5	70.2 ⚠ dissent	Adopt Down
	32	Prime Intellect AI infra signal 9d ago	Train, deploy, and continuously improve your own models on an integra…	66.7 Funding $130M Adoption 151k/wk ▲+9% Developer 74.7 3/3 ↗ P85 early Outlook Stable	Series A · $130M 2026-07-08	23 / 35	74.7	74.5	Adopt Up
	33	Whoop Emerging signal 10d ago	Optimize sleep, strain, and recovery with WHOOP, the most advanced he…	66.4 Funding $400M Adoption Developer 1/3 ↗ P57 UNKNOWN Outlook Stable	· $400M	103 / 168	—	—	—
	34	OpenAI AI infra signal 9d ago	We believe our research will eventually lead to artificial general in…	66.1 Funding $10B Adoption Developer 85.9 2/3 ↗ P57 UNKNOWN Outlook Stable WATCH	· $10B 2023-01	—	85.9	— ⚠ dissent	Dissent
	35	Quaise Emerging signal 9d ago	Quaise is an energy company unlocking geothermal energy for the world…	65.8 Funding Adoption Developer 1/3 ↗ P55 UNKNOWN Outlook Stable	—	4 / 8	—	—	—
	36	Socure Emerging signal 9d ago	Socure is the leading AI-powered identity verification platform trust…	64 Funding $156M Adoption Developer 1/3 ↗ P53 UNKNOWN Outlook Stable	Unknown · $156M 2026-08-27	37 / 88	—	—	—
	37	Emerald AI Emerging signal 9d ago	Emerald AI turns AI data centers into flexible grid assets, unlocking…	63.4 Funding $150M Adoption Developer 1/3 ↗ P52 UNKNOWN Outlook Stable	Unknown · $150M 2026-08-25	4 / 8	—	—	—
	38	Delos Data Emerging signal 9d ago	Delos Data delivers Delos Nonstop AI™—low-latency, high-bandwidth int…	62 Funding $100M Adoption Developer 1/3 ↗ P50 UNKNOWN Outlook Stable	Unknown · $100M 2026-09-17	9 / 11	—	—	—
	39	Exein AI infra signal 9d ago	Exein provides advanced runtime security solutions across Physical AI…	59.7 Funding $270M Adoption Developer 57 2/3 ↗ P47 UNKNOWN Outlook Stable WATCH	Unknown · $270M 2026-09-15	—	57	69.4 ⚠ dissent	Dissent
	40	Rillet Emerging signal 9d ago	Today's top finance teams trust Rillet to close faster, report in rea…	59.5 Funding $100M Adoption Developer 1/3 ↗ P46 UNKNOWN Outlook Stable	Unknown · $100M 2026-08-21	7 / 42	—	—	—
	41	Anthropic Enterprise signal 9d ago	Anthropic is an AI safety and research company that's working to buil…	58.5 Funding $10B Adoption Developer 1/3 ↗ P44 UNKNOWN Outlook Stable WATCH	· $10B 2025-11	298 / 647	—	— ⚠ dissent	Dissent
	42	Gallatin AI signal 9d ago	Gallatin is building a logistics platform based on the needs and cons…	57.9 Funding Adoption Developer 1/3 ↗ P43 UNKNOWN Outlook Stable	—	15 / 23	—	—	—
	43	Code Rabbit AI infra signal 9d ago	Ship more software, faster, with code you trust. Independent AI code …	57.4 Funding Adoption Developer 64.9 2/3 ↗ P43 UNKNOWN Outlook Stable	—	15 / 45	64.9	—	—
	44	Kaiko Biotech signal 9d ago	Your Clinical AI assistant that supports across full patient care, co…	57.3 Funding $53M Adoption Developer 72.8 2/3 ↗ P49 growth Outlook Stable	Series B · $53M 2026-09-14	—	72.8	—	—
	45	Sierra Enterprise signal 9d ago	Sierra helps businesses build better, more human customer experiences…	54.9 Funding $175M Adoption Developer 1/3 ↗ P45 growth Outlook Stable	Series B · $175M 2024-10-01	72 / 186	—	—	—
	46	Trase Emerging signal 9d ago	Trase builds governed AI agents for healthcare, government, and enter…	54.7 Funding $107M Adoption Developer 1/3 ↗ P95 pre-seed Outlook Stable	Seed · $107M 2026-06-24	2 / 4	—	—	—
	47	8090 Labs Emerging signal 9d ago	8090 is the AI-native software development platform that keeps busine…	54.5 Funding $135M Adoption Developer 1/3 ↗ P71 early Outlook Stable WATCH	Series A · $135M 2026-06-29	—	—	— ⚠ dissent	Dissent
	48	Lightfield Emerging signal 9d ago	Lightfield is an AI-native CRM for companies to capture, analyze, and…	54.5 Funding $47M Adoption Developer 1/3 ↗ P71 early Outlook Stable	Series A · $47M 2026-09-09	—	—	—	—
	49	Ampersand signal 9d ago	Built for CRMs, ERPs, and other critical systems your customers run o…	54.2 Funding $15M Adoption Developer 70.3 2/3 ↗ P68 early Outlook Stable	Series A · $15M 2026-10-06	6 / 7	70.3	—	—
	50	Daytona AI infra signal 9d ago	Deploy Al code with confidence using Daytona's lightning-fast infrast…	53.6 Funding $24M Adoption 3.2M/wk ▼-1% Developer 21.1 3/3 ↗ P66 early Outlook Stable WATCH	Series A · $24M 2026-02-05	—	21.1	54.1 ⚠ dissent 1 rec	Adopt Down
	51	Zipline Emerging signal 15d ago	Making compliance management simple for healthcare, aged care and ski…	53 Funding $150M Adoption Developer 1/3 ↗ P37 UNKNOWN Outlook Stable	· $150M	—	—	—	—
	52	ElevenLabs AI infra signal 9d ago	Create lifelike speech with our AI voice generator and voice agents p…	51.8 Funding $180M Adoption Developer 70.8 2/3 ↗ P34 growth Outlook Stable	Series C · $180M 2025-01-30	60 / 145	70.8	—	—
	53	Cognition Emerging signal 9d ago	Cognition operates Devin, the first autonomous software engineer. Dev…	51 Funding $175M Adoption Developer 1/3 ↗ P51 early Outlook Stable	Series A · $175M 2024-04-08	41 / 103	—	—	—
	54	Gradium AI infra signal 9d ago	Low latency Text-to-Speech, Speech-to-Text, Voice Cloning and Voice D…	50.7 Funding $100M Adoption Developer 52.2 2/3 ↗ P89 pre-seed Outlook Stable	Seed · $100M 2026-07-09	—	52.2	—	—
	55	Valarian Emerging signal 9d ago	Adopt AI at the pace it moves, without betting your institution on an…	49.8 Funding $50M Adoption Developer 1/3 ↗ P49 early Outlook Stable	Series A · $50M 2026-07-14	12 / 13	—	—	—
	56	Perplexity Enterprise signal 9d ago	Perplexity is a free AI-powered answer engine that provides accurate,…	49 Funding $500M Adoption Developer 1/3 ↗ P28 growth Outlook Stable	Series B · $500M 2024-12-01	57 / 133	—	—	—
	57	Helium Emerging signal 15d ago	Helium allows anyone to build and own massive wireless networks.	48.8 Funding $111M Adoption Developer 1/3 ↗ P31 UNKNOWN Outlook Stable	· $111M	—	—	—	—
	58	Rundoo Emerging signal 9d ago	Modern, easy to use point of sale for independent supply stores, powe…	48.6 Funding $30M Adoption Developer 1/3 ↗ P26 growth Outlook Stable	Series B · $30M 2026-08-19	2 / 11	—	—	—
	59	Manufact AI infra signal 9d ago	Deploy, test, and monitor MCP servers for ChatGPT, Claude, Grok & Mus…	46.9 Funding $6.3M Adoption 57k/wk ▲+3% Developer 65.2 3/3 ↗ P84 pre-seed Outlook Stable	Seed · $6.3M 2026-02-12	—	65.2	—	Adopt Up
	60	Synthefy AI infra signal 9d ago	First predictions in seconds, not weeks. Synthefy helps enterprise da…	46.7 Funding $6.5M Adoption Developer 61.5 2/3 ↗ P82 pre-seed Outlook Stable	Seed · $6.5M 2026-08-18	—	61.5	—	—
	61	Upscale AI Emerging signal 9d ago	Upscale builds next-generation AI network infrastructure with scalabl…	45.9 Funding $200M Adoption Developer 1/3 ↗ P41 early Outlook Stable	Series A · $200M 2026-01-21	20 / 22	—	—	—
	62	Mindgard Emerging signal 9d ago	Discover, assess and red team AI models, agents and applications with…	44.4 Funding $30M Adoption Developer 29.5 2/3 ↗ P29 early Outlook Stable	Series A · $30M 2026-08-13	—	29.5	—	—
	63	Inferact Emerging signal 9d ago	Inferact is a startup founded by creators and core maintainers of vLL…	43.4 Funding $150M Adoption Developer 1/3 ↗ P77 pre-seed Outlook Stable	Seed · $150M 2026-01-22	24 / 33	—	—	—
	64	Webflow Emerging signal 14d ago	Design, build, optimize, and rank in AI search — all in Webflow. Ente…	42.9 Funding $72M Adoption Developer 1/3 ↗ P27 early Outlook Stable	Series A · $72M	9 / 23	—	—	—
	65	Hypercubic AI infra signal 9d ago	Hypercubic is agentic AI for mainframe modernization, helping enterpr…	42.7 Funding $5.3M Adoption Developer 55.4 2/3 ↗ P75 pre-seed Outlook Stable	Seed · $5.3M 2026-08-18	1 / 2	55.4	—	—
	66	World Labs Emerging signal 9d ago	World Labs is a startup that builds spatial intelligence products and…	38.5 Funding Adoption Developer 1/3 ↗ P17 UNKNOWN Outlook Stable	—	9 / 11	—	—	—
	67	Parasail Emerging signal 9d ago	Parasail is the inference cloud for AI-native startups. Run any open …	37.5 Funding $32M Adoption Developer 1/3 ↗ P24 early Outlook Stable	Series A · $32M 2026-04-15	6 / 9	—	—	—
	68	Replit Enterprise signal 9d ago	Describe what you want. Replit builds it. Get a working app or websit…	36.1 Funding $97.4M Adoption Developer 1/3 ↗ P19 growth Outlook Stable	Series B · $97.4M 2023-04-25	47 / 71	—	—	—
	69	LMArena AI infra signal 9d ago	Chat, compare, vote for the world's best AI models. Join the communit…	35.9 Funding $150M Adoption 19k/wk ▼-5% Developer 28.1 ▲+6.0 3/3 ↗ P22 early Outlook Positive	Series A · $150M 2026-01-06	11 / 20	28.1	—	Trend Up
	70	Gimlet Labs AI infra signal 9d ago	Gimlet Labs is an applied research lab focused on building high perfo…	35.5 Funding $300M Adoption Developer 10 2/3 ↗ P17 growth Outlook Stable	Series B · $300M 2026-09-04	—	10	—	—
	71	Aristotle signal 9d ago	Aristotle is the AI tutor built to teach, not give answers. Used by f…	35.3 Funding $5M Adoption Developer 1/3 ↗ P55 pre-seed Outlook Stable	Seed · $5M 2026-09-16	2 / 4	—	—	—
	72	Ropedia Emerging signal 9d ago	Ropedia builds the data infrastructure for Physical AI by capturing i…	35.2 Funding $22M Adoption Developer 7.7 2/3 ↗ P17 early Outlook Stable	Series A · $22M 2026-07-23	—	7.7	—	—
	73	Saronic Emerging signal 9d ago	Providing the most advanced and capable autonomous vessels in the mar…	34.8 Funding Adoption Developer 1/3 ↗ P15 UNKNOWN Outlook Stable	—	107 / 221	—	—	—
	74	HTD Health, Inc. signal 9d ago	HTD helps clients transform digital health through product design, he…	32.6 Funding Adoption Developer 42.9 1/3 ↗ P13 UNKNOWN Outlook Stable	—	—	42.9	—	—
	75	Alva Energy signal 9d ago	A Boston-area nuclear energy company launching with $33M funding to e…	31.9 Funding $33M Adoption Developer 1/3 ↗ P12 early Outlook Stable	Series A · $33M 2026-02-12	5 / 7	—	—	—
	76	Lightsage AI infra signal 9d ago	Lightsage is the Agent-Led Growth Platform for software companies. Wi…	30.8 Funding $4M Adoption Developer 32.6 2/3 ↗ P43 pre-seed Outlook Stable	Seed · $4M 2026-09-08	2 / 4	32.6	—	—
	77	Scale AI Emerging signal 9d ago	Scale delivers proven data, evaluations, and outcomes to AI labs, gov…	30.6 Funding $14.3B Adoption Developer 1/3 ↗ P11 UNKNOWN Outlook Stable	Strategic · $14.3B 2025-06	—	—	—	—
	78	Parler AI infra signal 9d ago	Parler is a social media platform for creators, brands, and communiti…	27.4 Funding Adoption Developer 34 1/3 ↗ P8 UNKNOWN Outlook Stable	—	—	34	—	—
	79	DeepGram AI infra signal 9d ago	Power enterprise voice solutions with Deepgram’s Speech-to-Text, Text…	26 Funding Adoption Developer 33 2/3 ↗ P8 UNKNOWN Outlook Stable	—	49 / 90	33	—	—
	80	Lyzr AI infra signal 9d ago	Most AI agent projects never reach production. Lyzr provides the plat…	24.5 Funding $100M Adoption 229/wk ▼-2% Developer 23.4 3/3 ↗ P6 growth Outlook Stable	Series B · $100M 2026-07-09	—	23.4	—	Adopt Down
	81	Thunder Compute AI infra signal 9d ago	CPU and GPU sandboxes for AI agents and persistent GPU instances for …	22.7 Funding $13M Adoption Developer 9.6 2/3 ↗ P7 UNKNOWN Outlook Stable	Unknown · $13M 2026-08-19	—	9.6	—	—
	82	Respan AI infra signal 9d ago	The AI router with built-in observability & automated evals.	18.7 Funding $5M Adoption 6k/wk ▼-33% Developer 2/3 ↗ P27 pre-seed Outlook Stable	Seed · $5M 2026-03-18	—	—	—	Adopt Down
	83	Wealthsimple Emerging signal 9d ago	Being better than a bank means more of everything. Spend, trade and i…	2.5 Funding Adoption Developer 1/3 ↗ P4 UNKNOWN Outlook Stable	—	19 / 49	—	—	—
	84	Thumbtack Emerging signal 10d ago	Find local pros, compare prices and book home services in a few simpl…	0 Funding $1.2M Adoption Developer 1/3 ↗ P0 pre-seed Outlook Stable	Seed · $1.2M	22 / 57	—	—	—
Established & late-stage — the bench backing the new wave. Their moves are signals, not new bets.
		Modal established AI infra signal 9d ago	Cloud infrastructure for teams that develop, train, and serve AI appl…	89.1 Funding $750M Adoption 10.7M/wk ▼-2% Developer 71.1 3/3 ↗ P100 late Outlook Stable	Series D · $750M 2026-10-14	25 / 41	71.1	68.8 1 rec	Adopt Down
		Temporal established Emerging signal 9d ago	Samar Abbas, CEO of Temporal, discusses the company's platform for du…	76.8 Funding $550M Adoption Developer 1/3 ↗ P88 late Outlook Stable	Series E · $550M	—	—	—	—
		Supabase established AI infra signal 9d ago	Build production-grade applications with a Postgres database, Authent…	76.7 Funding $500M Adoption 31.1M/wk Developer 82.6 3/3 ↗ P83 late Outlook Stable	Growth · $500M 2026-06-04	36 / 52	82.6	82.1 1 rec	Member Rec
		Groq established AI infra signal 9d ago	Groq is the premier neocloud for fast inference. One fully integrated…	75.3 Funding $650M Adoption 4.7M/wk ▼-2% Developer 42.6 3/3 ↗ P79 late Outlook Stable WATCH	Growth · $650M 2026-06-22	—	42.6	49.5 ⚠ dissent 1 rec	Adopt Down
		Fireworks established AI infra signal 9d ago	Fireworks’ state of the art training and inference platform take you …	69.7 Funding $1.5B Adoption Developer 71.4 2/3 ↗ P71 late Outlook Stable	Series D · $1.5B 2026-07-16	41 / 83	71.4	63.3 1 rec	Member Rec
		Baseten established AI infra signal 9d ago	Serve and scale open-source and custom AI models on the fastest, most…	63.9 Funding $1.5B Adoption 61k/wk ▼-3% Developer 65.2 3/3 ↗ P54 late Outlook Stable WATCH	Series F · $1.5B 2026-06-22	45 / 105	65.2	55.8 ⚠ dissent 1 rec	Adopt Down
		Mistral AI established Emerging signal 9d ago	Frontier open-weight models you own and control. Customize with Forge…	63.7 Funding Adoption Developer 65.3 2/3 ↗ P50 late Outlook Stable	Series D 2026-09-08	—	65.3	—	—
		Cursor established Enterprise signal 9d ago	Built to make you extraordinarily productive, agents turn ideas into …	63.4 Funding $900M Adoption Developer 24.8 ▲+2.5 2/3 ↗ P46 late Outlook Positive WATCH	Growth · $900M	59 / 133	24.8	— ⚠ dissent	Trend Up
		Stripe established AI infra signal 9d ago	Stripe is a financial services platform that helps all types of busin…	60.3 Funding $2.3B Adoption Developer 74.7 2/3 ↗ P42 late Outlook Stable	Growth · $2.3B 2023	212 / 723	74.7	—	—
		Hugging Face established AI infra signal 9d ago	We’re on a journey to advance and democratize artificial intelligence…	59.3 Funding $235M Adoption Developer 88.4 2/3 ↗ P38 late Outlook Stable	Series D · $235M 2023-08	—	88.4	—	—
		Lambda established Enterprise signal 9d ago	Train and scale AI on NVIDIA VR200 NVL 72, GB300 NVL 72, B300, B200, …	53.9 Funding $480M Adoption Developer 1/3 ↗ P29 late Outlook Stable	Series D · $480M 2025-02-15	47 / 92	—	—	—
		Lovable established Enterprise signal 9d ago	Describe what you want in plain language and Lovable builds it: full-…	46.3 Funding $200M Adoption Developer 1/3 ↗ P21 late Outlook Stable	Growth · $200M 2025	38 / 82	—	—	—
		Moonshot AI established Emerging signal 9d ago	Welcome to Moonshot AI. Our mission is to seek the optimal conversion…	46.1 Funding $300M Adoption Developer 17.1 ▲+2.5 2/3 ↗ P17 late Outlook Positive	Growth · $300M	—	17.1	—	Trend Up
		Coralogix established AI infra signal 9d ago	Ingest all your data, store it indefinitely on your cloud, and query …	43.6 Funding $200M Adoption 22k/wk Developer 2/3 ↗ P8 late Outlook Stable WATCH	Series F · $200M 2026-06	—	—	— ⚠ dissent	Dissent
		Cohere established Emerging signal 9d ago	Cohere builds powerful models and AI solutions enabling enterprises t…	35.5 Funding $500M Adoption Developer 4.7 2/3 ↗ P4 late Outlook Stable	Growth · $500M 2025-08	48 / 117	4.7	—	—