Issue 47
The AI Tool Stack VCs Are Quietly Backing
Three funds, the same short list of infrastructure bets, and why none of them are saying it out loud yet.
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Past editions
Issue 45
Why Edge Computing Just Got Interesting Again
Latency costs flipped the economics on three categories that gave up on edge two years ago.
Issue 42
3 APIs That Will Kill a SaaS Category
Each one collapses a line item that used to be a standalone product. Here's who gets squeezed first.
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SwiftFirst Intel<intel@swiftfirstsolutions.com>
The AI Tool Stack VCs Are Quietly Backing
Issue 47 · 5 min read
Three funds we talk to every week have quietly built the same short list of infrastructure bets. None of them are talking about it publicly yet.
“We're not backing the model layer anymore. We're backing whoever makes the model layer boring.”
This week's briefing:
- →Two eval startups raised seed rounds nobody announced
- →The inference-cost chart that changed three term sheets this month
- →A retrieval company pivoting before anyone noticed the old product
Full breakdown, deal terms where we could confirm them, and who to watch next — below.
Early as always,
Priya Nakamura
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