Topics & People

Foundational software like databases and data storage that will see massive growth due to AI data demands.

Software designed to collect and analyze data, which is becoming obsolete due to LLMs.

A German company focused on AI-powered logistics robotics.

A networking software company specializing in reinventing networks for AI inference and data centers.

An AI agentic software company in Europe competing in the same space as Sierra.

An AI company founded by Brett Taylor focusing on agent-native customer service solutions.

Former Facebook CTO and founder of Sierra who argued for HTML5 early in Facebook's history.

Native applications developed for mobile operating systems like iOS and Android.

A web technology that early Facebook heavily bet on over native mobile apps before pivoting.

A global asset management firm investing in late-stage private companies.

A private, independent investment management firm capped in its private holdings.

An investment management organization mentioned as a large long-only fund constrained by SEC private asset rules.