- 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.
137 days before Mistral AI announced its round, new product-shaped subdomains appeared on its domain — from public certificate-transparency records:
-
api.eu.mistral.ai2026-04-24 · 137d early -
api.mistral.ai2026-05-03 · 128d early -
admin.mistral.ai2026-05-04 · 127d early
Then the round became public: Series D announced 2026-09-08 · now VS 63.7
See the full evidence chain →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
Nothing qualifying under the current filter.
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 →
AI Venture Index (2 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.
Market activity Full Deal Flow →
Latest rounds
newest firstLargest recent raise: TypeSafe AI at $870M.
- $750M 2026-10-14
- $50M 2026-10-09
- TypeSafe AI Unknown$870M 2026-10-09
- Vesta Unknown$30M 2026-10-08
- $25M 2026-10-08
- $50M 2026-10-08
- Manus Unknown$500M 2026-10-08
Score movers →
week to 2026-09-28Measured between weekly snapshots of every score — not a reading of the news.
- mastra +11.7 59.6 → 71.3
- e2b +3.9 70.0 → 73.9
- OpenRouter +2.9 68.1 → 71.0
- Stripe -6.4 64.6 → 58.2
- Synthefy -6.4 50.0 → 43.6
- ElevenLabs -6.0 50.5 → 44.5
Most active investors →
by deal countAndreessen Horowitz is most active — 11 deals, $4.3B deployed.
- 1 11 deals $4.3B
- 2 8 deals $4.9B
- 3 5 deals $141M
- 4 4 deals $3.5B
- 5 4 deals $770M
- 6 4 deals $464M
- 7 3 deals $1.3B
Deal flow
new funding rounds each monthBusiest in Aug — 14 rounds against an average of 4.0/mo.
Taller bar = a busier month for new deals; the dashed line is the monthly average.
Signal feed Full feed · 24 scored →
Top signals
promoted first, by score- 0.62
- 0.62
- Databricks: enterprise data, governance, model gateway, and agent control-plane positioning. Databricks0.49
- 0.40
- 0.62
- 0.62
- 0.62
- 0.62
- 0.62
- New infrastructure: app.lightsage.com lightsage0.62
Convergence themes
≥2 source categories- agent 25 cats
- enterprise 24 cats
- data-center 22 cats
- defense 22 cats
- semiconductor 17 cats
- open-source 16 cats
- inference 15 cats
- skills 14 cats