AI and Signals for Private Markets.
Joined November 2015
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- Following 3,884
- Followers 8,366
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223 Photos and videos
Jun 10
๐ฆ๐ฝ๐ฒ๐ฐ๐๐ฒ๐ฟ ๐ ๐ผ๐ป๐ถ๐๐ผ๐ฟ 231 is out ๐๏ธ
$40M ARR crossed. Serial founders are quietly going stealth again. And 5 early-stage startups are lighting up investor radars.
Hereโs whatโs moving private markets today ๐งต โ
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Jun 10
๐ฎ Investor Signals (90 days)
โ @cubic_dev_ (๐ฅ 4ร)
โ @tensorlake (๐ฅ 4ร)
โ @bevel_health (๐ฅ 3ร)
โ @tensorzero (๐ฅ 3ร)
โ @carbonmaps (๐ฅ 3ร)
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Jun 10
๐ Company Opportunities
โข @nozomiolabs โ AI software engineering agents
โข Breaker โ voice-enabled robotics agents
โข @ultraroboticsco โ warehouse automation
โข @zeaburapp โ one-click deployments
โข @getadoptai โ agentic experiences
Full Monitor:insights.tryspecter.com/specโฆ
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Jun 3
These prior exits founders are building in stealth again.
5 Seed-stage startups are hitting impressive traction metrics.
Investor interest this week is building around humanoid robotics, AI security, and cloud infrastructure. One of them has been featured 6 times.
Thread โ
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Jun 3
๐ฑ Investor Signals (90 days)
โ @thehumanoidai (๐ฅ 6ร)
โ @buildwithglue (๐ฅ 2ร)
โ @tensor9ine (๐ฅ 2ร)
โ @monogram_ai (๐ฅ 2ร)
โ @stealthium_io (๐ฅ 2ร)
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Jun 3
๐Company opportunities
โข @magichourai โ AI video creation
โข Refold AI โ integration infrastructure
โข @anaralabs โ AI research assistant
โข @HatzAIx โ secure AI platform
โข @kapa_ai โ AI for technical teams
Full Monitor: insights.tryspecter.com/specโฆ
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May 27
๐ฆ๐ฝ๐ฒ๐ฐ๐๐ฒ๐ฟ ๐ ๐ผ๐ป๐ถ๐๐ผ๐ฟ 229 is out ๐๏ธ
These 5 startups across compute trading & AI kept showing up in investor signals, and revenue signals this week ranged from $4M ARR to an $800M annualized run rate.
Serial Founders & elite operators are building in stealth
Thread โ
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May 27
๐ฑ Investor Signals (90 days)
โ @computedesk(๐ฅ 6ร)
โ PayPath.ai (๐ฅ 4ร)
โ @trainloop_ai (๐ฅ 3ร)
โ Unbound Security (๐ฅ 2ร)
โ @tryharmonyai (๐ฅ 2ร)
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May 27
๐ Companies Worth Watching
โข Covecta โ AI financial agents
โข @chronicle_hq โ interactive presentations
โข @linewise_ai โ manufacturing onboarding
โข @teraai_ โ robotic navigation
โข Senpilot โ AI utility agents
Full: insights.tryspecter.com/specโฆ
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May 26
Scaling an LP direct investment strategy means overcoming info asymmetry โ๏ธ
How allocators use live signals to get first in the door:
๐ก Rounds: Spot conviction early
๐ Revenue: Catch breakout PortCos
๐ Monitor: Track talent & traction
Playbook in comments๐
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May 21
One solo founder building a gas turbine company is attracting interest from 5 VCs. 19 other startups across AI/Deeptech, and unmanned ships have received interest from 90 investors in the past 90 days combined.
Hereโs what you need to know about this monthโs Hottest Startups โ
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May 21
โก Momentum Snapshot
โ 20 startups showing high momentum signals
โ Backed by Sequoia, a16z, GV, Lux, First Round, YC & others
โ Avg team size ~16, one of the leanest cohorts weโve tracked
โ Several lightly funded startups are outperforming heavily funded peers.
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May 21
๐ High-Momentum Companies (90 days)
โ @fleet_ai (๐ฅ 10ร)
โ @cosmiclabstech (๐ฅ 9
โ @runrehearsals (๐ฅ 7ร)
โ @proximalhq (๐ฅ 7ร)
โ @reactorworld (๐ฅ 7ร)
โ @gru_space (๐ฅ 7ร)
โ @qualiarobotics (๐ฅ 5ร)
โ @amturbines (๐ฅ 5ร)
Full here: insights.tryspecter.com/hottโฆ
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May 20
๐ฆ๐ฝ๐ฒ๐ฐ๐๐ฒ๐ฟ ๐ ๐ผ๐ป๐ถ๐๐ผ๐ฟ 228 is out ๐๏ธ
These 5 AI/ Robotics startups keep showing up in investor signals. Founders with previous exits are quietly going stealth.
And on the revenue side, very early companies are already posting serious numbers.
Thread โ
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May 20
๐ฑ Investor Signals (90 days)
@nebulaai (๐ฅ 5ร) โ
@hyperspell (๐ฅ 5ร)
@quadrillion_ai (๐ฅ 3ร)
@helloxalia (๐ฅ 3ร)
Kerrigan Robotics (๐ฅ 2ร)
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May 20
๐ Momentum Worth Watching
โข @conveoai โ AI video interviews
โข @_mantic_ai โ AI prediction systems
โข @sunriserobots โ autonomous manufacturing
โข @pletor_ai โ AI design agents
โข @memories_ai โ AI visual memory
Full here: insights.tryspecter.com/specโฆ
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