// OVERVIEW
AI software development company; portfolio holding of Anti Fund.
Discussed in
- 💥Fund Performance Benchmarks, How Agent Loops Work, Portfolio Construction, Enterprise Software Playbook & More
- Booming AI Revenues Boost Inference Startups to Decacorn Status
- Defense tech VC's graduation
- The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
- Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
- Venture debt hits decade high
// RECENT MENTIONS
// SIGNALS
29 SIGNALS
01
m_and_a·StrictlyVC·JULY 25, 2026
“Cognition...acquired The Interaction Company of California, a two-year-old Palo Alto startup whose Poke assistant handles everyday tasks through messaging apps, in a deal valuing it in the low nine figures”
Source→02
mention·Sourcery·JULY 24, 2026
Source→03
mention·Training Data·JULY 21, 2026
“There are folks like Claude Code and Cognition and others who have a lead, but you guys are coming up strong.”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.