Indexing the top 5% of Series Bs.
Joined January 2021
- Tweets 1,003
- Following 284
- Followers 501
- Likes 389
418 Photos and videos
Jun 8
Top 10 portfolio positions as % of NAV for select public VC funds
thestateofventure.substack.c…
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Jun 5
An AI boom is underway - how can retail investors benefit?
Considering the Series Bs at Anthropic, SpaceX and OpenAI
thestateofventure.substack.c…
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May 27
Happy Midas List day to those who celebrate
May 27
The Midas List for 2026 is now live.
The list is celebrating its 25th anniversary - and comes with a record-breaking number of newcomers, and returnees, driven by the rocketing valuations of SpaceX and other AI startups
Here’s the full list
forbes.com/lists/midas/
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May 20
Passive investing for the win in public markets.
Now we need to see this in private markets…
May 19
Vanguard is the largest shareholder of most companies in the S&P 500.
Here's their stake in the largest 10:
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May 20
Congratulations to @AmcaInc for raising a Series B & joining the SignalRank Index!
Investors in the round include @Lux_Capital, @a16z, @caffeinatedcap, @lightspeedvp
Our systematic investment platform: signalrank.com
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May 19
CNBC Disruptor 50 list includes two SignalRank Index companies: @Saronic and @armada_ai
2026 CNBC Disruptor 50: See the full list of companies, rankings, and a new leader in the AI race cnbc.com/2026/05/19/2026-cnb…
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May 19
Congratulations to @armada_ai for raising a Series B & joining the SignalRank Index!
Investors in the round include @Lux_Capital, @foundersfund, @felicis, @BlackRock, @ShieldCapVC
Our systematic investment platform: signalrank.com
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May 18
Series Bs are still early in the power law
@cerebras Series B investors saw 65x return from Series B to the IPO
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May 18
Congratulations to @CowboySpaceCorp for raising a Series B & joining the SignalRank Index!
Investors in the round include @IndexVentures, @a16z , @IVP and @NEA
Our systematic investment platform: signalrank.com
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May 14
🪦 SignalRank: SAFE
Death Score: 22/100
"SignalRank built a moat out of proprietary deal signal data and quantitative private market models — turns out you can't .md file your way into a Series B cap table."
Cause of death: Not dead yet. Proprietary data network and VC relationship moat provide genuine defensibility. Most likely eventual cause: acqui-hire by a quant hedge fund or slow irrelevance as private market data commoditizes.
Are YOU just a .md file? deathbyclawd.com?url=signalr…
@SignalRank
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May 12
Congratulations to Consensus for raising a Series B & joining the SignalRank Index!
Investors in the round include @DraperVC, @usv and @GreatPointVC
Our systematic investment platform: signalrank.com
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May 11
How concentrated are the NAVs of Public VCs in Anthropic, SpaceX and OpenAI?
thestateofventure.com/p/how-…
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May 8
I'm playing with our new agent... (very very alpha)
Agent Conversation: "please give me a synapsis of Plug and Play investment strategy over the past 3 years"
agent.signalrank.com/share/2…
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May 7
Two SignalRank index companies on this list (including @DeepInfra)
May 6
Ramp TOP SAAS VENDORS MAY 2026 @tryramp
1. FIGMA is a fastest growing vendor, and the only publicly traded company on our list. Now competing with Claude Design.
2. AI inference platforms grew as businesses opted for cheaper models to combat exploding token budgets.
3. It's a great time to be in web deployment (Vercel, Netlify, Lovable)
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May 6
Congratulations to @DeepInfra for raising a Series B & joining the SignalRank Index!
Investors in the round include @felicis , @500GlobalVC , and @nvidia
Our systematic investment platform: signalrank.com
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Apr 16
Three SignalRank Index companies in the @Forbes AI 50 (@mercor_ai, @togethercompute and @SkildAI )
forbes.com/lists/ai50/
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