Companies

AI research company behind ChatGPT and a forthcoming IPO candidate.

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

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.

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.

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

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

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

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

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

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

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

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

Autonomous surface vessel manufacturer building the Corsair (24-ft), Marauder (180-ft), and Port Alpha shipyard

Leading online payments infrastructure company.

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

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

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

Prominent startup accelerator and seed fund based in Silicon Valley.

Italian holding company that acquires and revitalizes legacy tech brands, filed for a U.S. IPO at ~$20B valuation.

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

AI software development company; portfolio holding of Anti Fund.

Newsletter and media platform covering venture capital, fundraising strategies, and the family office database product

Prominent venture capital firm, early investor in DoorDash.

AI company founded by Elon Musk, competing with OpenAI.

Developer of open-weight generalist robot policies including π0 and π0.5 VLAs.

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

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

Google DeepMind's VLA system demonstrating that large vision-language backbones can be adapted into end-to-end robot controllers

Global venture capital firm with significant AI and infrastructure investments.

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

Global investment firm and private equity giant.

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

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

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 that co-led Modal's funding round.

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

French frontier AI lab valued at ~$12B by VCs, actively making acquisitions including Emmi AI.

Prominent venture capital firm and backer of Ent's seed round.

Venture capital firm that is an investor in Deep Fission.

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

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

Leading venture capital firm across multiple technology sectors

Wearable health and sleep tracking smart ring company that confidentially filed for IPO.

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

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.

Quantitative trading firm known for hiring technically rigorous engineers and researchers.

Applied AI lab and maker of Devin autonomous software engineer

Startup building personalized AI assistants.

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

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.

Palo Alto Networks is a global cybersecurity company that provides AI-powered security platforms spanning network security, cloud security, SASE, and security operations, serving over 70,000 enterprise and government customers worldwide. The company has evolved from its origins as a next-generation firewall vendor into a broad multi-platform cybersecurity leader under a "platformization" strategy, generating over $10 billion in annual revenue.

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

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

AI infrastructure platform backed by NVIDIA alongside CoreWeave and Nebius.

AI inference chip company known for deterministic latency architecture.

AWS is Amazon's cloud computing division and a major provider of AI infrastructure including GPU compute.

Growth equity and venture capital firm and backer of Armis prior to its acquisition by ServiceNow.

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

Venture capital firm that led Nourish's $100M Series C round.

Global digital payments company whose CVC arm PayPal Ventures is being wound down.

Global venture capital firm investing in technology companies.

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

Private AI chip startup valued at $10.3 billion

AI agents startup focused on software engineering workflows.

Manufacturer of the Unitree G1 humanoid robot used to validate ViBe.

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

AgiBot is a Shanghai-based robotics company founded in 2023 that designs, manufactures, and commercially deploys general-purpose humanoid and quadruped robots for applications spanning industrial manufacturing, logistics, commercial services, and entertainment. The company also develops the underlying AI infrastructure—including large-scale imitation learning pipelines and real-world training data collection—to power its robot portfolio, which includes full-size humanoids, mobile manipulation robots, and cleaning robots.

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

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

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

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

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

LA-based live-shopping platform for collectibles, nearly doubling valuation in one year

Meta's social app enabling users to create, play, and remix interactive AI-powered experiences through natural language descriptions, democratizing game and experience creation without coding.

CRM and marketing software company that acquired The Hustle media brand.

Samsung Electronics Co., Ltd. is a South Korean technology conglomerate and one of the world's largest companies, designing and manufacturing a broad range of consumer electronics (including Galaxy smartphones, TVs, and home appliances) while also operating a major semiconductor division producing DRAM, NAND flash, HBM, and foundry services for global customers.

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

Defense technology company; portfolio holding of Anti Fund.

World Labs is a spatial intelligence company that builds frontier AI world models capable of perceiving, generating, and interacting with 3D environments. Their flagship product, Marble, allows users to create and edit high-fidelity, persistent 3D worlds from images, video, or text, with applications spanning creative media, game development, virtual production, robotics simulation, and design.

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