Companies

AI safety-focused lab and developer of the Claude model series.

AI research company behind ChatGPT and a forthcoming IPO candidate.

Aerospace company with significant concentration in large endowment portfolios ahead of an anticipated IPO.

Semiconductor and AI infrastructure company reorganizing beyond GPU sales into broader platform businesses.

Google is a multinational technology company and a major investor in AI.

Meta's AI research division, developer of SAM2 (Segment Anything Model 2) used for video mask propagation.

Global cloud computing and software giant; original exclusive cloud partner to OpenAI.

Top-tier venture capital firm co-founded by Marc Andreessen and Ben Horowitz.

Prominent US venture capital fund referenced as an early-cycle alpha generator.

Google's AI research division, developer of AlphaProof and other frontier AI systems.

AI-powered code editor built on VS Code, considered a leading IDE in the AI coding wave.

Global technology and cloud company, operator of Amazon Web Services.

Developer of highly maneuverable spacecraft that raised $500M Series D.

Leading VLA robotics startup founded by ex-Google/Stanford researchers building general-purpose robot policies.

AI company founded by Elon Musk, competing with OpenAI.

Financial data and technology company providing data on private capital markets.

Venture capital-focused newsletter and podcast covering startup advice, leadership, and investor insights.

Andreessen Horowitz, a prominent venture capital firm that backed new 24/7 media company MTS.

Consumer technology giant whose App Store is blocking the Replit app, raising platform risk concerns for AI dev tools.

Ride-sharing and logistics platform whose CTO burned through the full 2026 AI budget due to token costs.

AI inference chip company offering speed-optimized chips for low-latency inference.

Harvey is an AI platform purpose-built for legal and professional services, offering custom large language models and agentic workflow tools that help law firms and Fortune 500 enterprises streamline tasks such as contract analysis, due diligence, compliance, litigation prep, and legal research. Trusted by over 142,000 lawyers across 1,500+ organizations in 60+ countries, it is backed by investors including Sequoia, Andreessen Horowitz, and the OpenAI Startup Fund.

Prominent venture capital firm, early investor in DoorDash.

Stanford University research group behind the OpenVLA open-source vision-language-action model.

Enterprise CRM giant that announced going 'full headless' to enable agent-based access.

Chinese technology conglomerate whose Qwen team developed the Qwen3-VL vision-language model.

Google's parent company ranking second among U.S. companies by market cap, ahead of Apple.

Global venture capital firm investing across technology sectors.

Leading online payments infrastructure company.

Prominent venture capital firm that co-led Modal's funding round.

Tencent is a Chinese multinational technology conglomerate best known for WeChat/Weixin, a super-app with over 1.4 billion monthly active users encompassing messaging, payments, and e-commerce, alongside one of the world's largest gaming businesses. The company also operates major cloud infrastructure, fintech, and AI services — including its proprietary Hunyuan foundation model — serving both consumers and enterprises globally.

Electric vehicle and autonomous driving company referenced as an example of a stock whose price prediction benefits from sub-variable pricing.

Major semiconductor company whose CEO Lip-Bu Tan personally invested in NeoCognition.

Leading data and AI company spun out of UC Berkeley research, known for the Lakehouse architecture.

Carnegie Mellon University (CMU) is a private, nonprofit research university headquartered in Pittsburgh, Pennsylvania, internationally recognized for its world-leading programs in artificial intelligence, robotics, computer science, and engineering, as well as the arts, humanities, and public policy. CMU operates the world's largest university-affiliated robotics research group and pioneered the first academic department in robotics, producing cutting-edge research in autonomous systems, deep learning, and physical AI while educating the next generation of AI and robotics specialists.

Global alternative asset manager with flagship funds across private equity, real estate, and private credit.

Global alternative asset management firm with major private credit and private equity platforms.

Corporate spend management platform cited as the data source confirming Anthropic's enterprise revenue lead over OpenAI.

Oxford-based nonprofit data platform making global research freely accessible.

Prominent startup accelerator and seed fund based in Silicon Valley.

San Francisco-based growth-stage VC focused on defense, AI, and industrial startups with a notable early SpaceX investment.

Chinese research university; Zekun Qi's affiliation, also associated with SoFar and ShapeLLM projects.

European AI startup that reached a $1.8B valuation just 8 months after launch.

Storied Silicon Valley venture capital firm with decades of tech investments.

Global investment bank and financial services company with an alternatives and asset management arm.

Defense technology company; portfolio holding of Anti Fund.

Chinese AI lab known for publishing detailed technical reports on mixture-of-experts LLM architectures.

AI-powered search/knowledge startup that joined the 9-figure funding deal club in May 2026.

Productivity and note-taking platform with an MCP server integration for agentic AI workflows.

Government AI and data analytics platform with major defense and intelligence contracts.

Prominent early-stage venture capital firm and early backer of Cerebras.

AI software development company; portfolio holding of Anti Fund.

Multinational conglomerate holding company led by Warren Buffett.

Top Chinese research university with a strong robotics and machine learning research group contributing to GuidedVLA.

Vertically integrated fulfillment and consumer experience platform for independent brands.

Silicon Valley venture capital firm known for early-stage deep tech investments.

Chinese humanoid and quadruped robot manufacturer whose G1 platform is used as the experimental hardware for Cybo-Waiter.

Hugging Face is an open-source AI platform and community hub that hosts over 2 million models, 1.5 million datasets, and 1.5 million AI applications, enabling researchers and developers to discover, share, fine-tune, and deploy machine learning models. The company also maintains widely-used open-source libraries such as Transformers and Diffusers, and monetizes through paid compute, inference services, and enterprise Hub subscriptions.

Venture capital firm that is an investor in Deep Fission.

Global investment firm and private equity giant.

SF-based physical AI company founded by Jeff Bezos, close to a $10B fundraise at a $38B valuation.

The world's largest asset manager.

Semiconductor company and custom chip developer co-signing the 5-gigawatt TPU deal with Google for Anthropic.

Global venture capital firm that co-led Mistral's seed round.

AI-native search company that is one of the fastest-growing vendors on Ramp's enterprise spend platform.

SenseTime's SenseNova division is the institutional home of the Kairos physical AI world model project.

Model routing infrastructure platform allowing enterprises to access and route between multiple AI models.

Major research university in Los Angeles whose faculty are studying AI's effects on human language and communication.

Fintech company offering corporate cards, banking, and financial software for startups and enterprises.

Inference and custom model API provider with evaluation tools.

Cloud data warehousing platform.

Prominent US venture capital fund referenced as an early-cycle alpha generator.

Global venture capital firm investing in technology companies.

AI inference chip company known for deterministic latency architecture.

CZ Biohub (Chan Zuckerberg Biohub) is a nonprofit medical research network, supported by the Chan Zuckerberg Initiative, that operates multiple research institutes (in San Francisco, Chicago, and New York) pursuing grand challenges in cell biology, AI-driven biology, infectious disease, inflammation, and immune engineering. It develops and openly shares scientific tools, cell atlases, and AI-powered biology platforms with the goal of curing, preventing, or managing all diseases by the end of the century.

Media company publishing the Axios AI+ newsletter with this analysis on AI ROI expectations.

AI-first customer research platform running thousands of simultaneous voice interviews with a 30M+ participant panel.

Fudan University's Institute of Trustworthy Embodied AI, focused on multimodal embodied AI research.

Major semiconductor company that acquired SeaMicro for $334M.

Deep-tech-focused venture capital firm that named Zachary Iscol as a new Venture Partner.

Coatue Management is a technology-focused hedge fund and venture capital firm known for investing in high-growth tech companies.

Major US cryptocurrency exchange sued by the New York Attorney General over prediction markets.

AI agents startup focused on software engineering workflows.

Chinese state-owned telecom with TeleAI research institute publishing humanoid robot research.

New $250M hardware-focused venture fund launched by former Meta CTO Mike Schroepfer with a climate-aligned thesis.

AI coding tool built by Anysphere, formerly Anthropic's largest revenue customer, now under competitive pressure from Claude Code.

Japanese multinational conglomerate and major technology investor; backed SB Energy.

Google's venture capital arm that led MokN's Series A.

Moonshot AI is a Chinese AI lab that develops the Kimi family of large language models (LLMs), offering a consumer-facing AI assistant and a developer/enterprise API platform built on its flagship Kimi models, which support ultra-long context, multimodal understanding, and agentic workflows. Its latest model, Kimi K2, is a Mixture-of-Experts (MoE) architecture with 1 trillion total parameters, achieving state-of-the-art performance in frontier knowledge, math, and coding.

Builds AI models that create digital twins of real people, allowing businesses to simulate human behavior on synthetic populations before deploying real-world decisions.

Legora is an enterprise-grade AI operating system ("aOS") purpose-built for legal professionals, offering tools for legal research, document review, agentic workflows, drafting, and regulatory monitoring within a single platform. It serves over 1,000 law firms and in-house legal teams across more than 50 markets, with clients including elite global firms such as Cleary Gottlieb and Linklaters.

Data security platform valued at $9B by VCs; acquired Genie Security for $50M.

Technology and services company receiving $1 billion in federal quantum computing grants.

Independent AI cloud and GPU provider that went public at $40/share and saw its stock quadruple before falling on Blackstone/Google JV news.

AI cloud infrastructure company (Yandex spinout) and sponsor of the CVAI Summit London 2026.

Technology analysis newsletter and podcast by Ben Thompson covering AI, competitive strategy, and geopolitics.

Cloud networking and security company with an MCP server for agentic AI workflows.