18 of 60 cohort companies clear the evidence gate (≥2 components with data); the other 42 show no score — insufficient evidence is stated, never averaged over. Calibration receipts: COMPOSITE-V0-STEP3-2026-09-02.
54 companies have enough dated readings to show direction; 14 more started their series and will join as readings accrue. A shrinking count is shown as honestly as a growing one.
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.
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.
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.
Companies publishing models on HuggingFace, ranked by adoption. Shipped, downloaded capability is observable proof — ahead of any product announcement.
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 →
Attention vs money HN chatter across · reported raise up (log, $10B cap)
Each dot is a company with a reported raise: up = more money claimed, right = more Hacker News chatter. Dots are fanned apart so none hide behind another — height still reads money exactly. The dashed line is the median raise; gold dots below it and to the right (loud but cheap, no filing) are the alpha worth investigating. Reported figures above $10B pin to the top lane.
Reported capital by verdict
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, 49 companies filed with the SEC without a round in OUR funding data — which is a gap in our data, not proof the raise went unreported.