Flare stands out for me: building infrastructure for collective intelligence to evaluate claims feels like it's solving a problem that gets more urgent every time a new model launches. The geographic spread is worth noting too - 19 countries at seed and pre-seed stage suggests this isn't purely a US and UK story anymore, even if the top 5 cities still captured 90% of the funding dollars. As I see it, the Developer Tools concentration at 30% of deal flow reflects where the real build-out is happening right now: less about end products, more about the plumbing underneath them. What's your read on whether that infrastructure focus will shift as the model layer matures?
4 deals in a week. I committed to something today - the company isn't formed and the product is 40 days in development 😬 yep - hot founder and zero to one vs pre seed
The real signal is where the smaller deals keep clustering.
Interesting names this edition. Round Treasury sounds pretty interesting, looks like their team and product are pretty solid.
Flare stands out for me: building infrastructure for collective intelligence to evaluate claims feels like it's solving a problem that gets more urgent every time a new model launches. The geographic spread is worth noting too - 19 countries at seed and pre-seed stage suggests this isn't purely a US and UK story anymore, even if the top 5 cities still captured 90% of the funding dollars. As I see it, the Developer Tools concentration at 30% of deal flow reflects where the real build-out is happening right now: less about end products, more about the plumbing underneath them. What's your read on whether that infrastructure focus will shift as the model layer matures?
satellite data centers and commodity hedging AI in the same roundup — 2026 is wild
4 deals in a week. I committed to something today - the company isn't formed and the product is 40 days in development 😬 yep - hot founder and zero to one vs pre seed