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 Ollama 82.5
3 OpenRouter 81.4
4 BerriAI (LiteLLM) 77.1
5 e2b 75.1

AI Venture Index (39 matching, 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	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
	3	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
	4	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	—
	5	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
	6	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
	7	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
	8	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
	9	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
	10	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	—
	11	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
	12	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
	13	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
	14	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
	15	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
	16	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
	17	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	—	—
	18	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
	19	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	—	—
	20	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	—	—
	21	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
	22	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	—	—
	23	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	—	—
	24	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
	25	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	—	—
	26	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	—	—
	27	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	—	—
	28	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	—	—
	29	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
	30	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	—	—
	31	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
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
		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
		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	—	—
		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