New Ideas for a New World
xAI Inc.
Founder Elon Musk has positioned xAI as a fierce and disruptive force in AI infrastructure and human reasoning LLMs. With Open AI clearly in Musk’s crosshairs, xAI has made a habit of eating it’s rivals’ lunch.
Not only did xAI shatter what was possible by building the world’s largest, most powerful supercomputer in only 122 days, but Musk has proudly just released the newest version of their flagship LLM “GROK-3”, which has proven to be an absolute killer, outperforming Open Ai’s Chat-GPT 4.5, Sonnet AI, Mistral AI’s Le Chat, Anthropic’s Claude 3.7, Deepseek’s R1, and every other LLM by a wide margin.
Last Funding Round/Valuation
Series C (Dec 27, 2024) raised $6B
@ $50B Valuation
Automation Anywhere
Founded in 2010, Automation Anywhere has been perfecting AI for the better part of two decades. As our most mature holding, Automation Anywhere provides agentic AI RPA software.
With a client list to die for, including tech titans such as Amazon, Google, Salesforce, and Microsoft, it’s no wonder that the company finds itself profitable 5 consecutive quarters in a row, while more than doubling net revenues year over year. That is a torrid pace of growth for a company that was founded more than 15 years ago.
We believe the company is in the final stages of preparing for their much anticipated IPO listing.
Last Funding Round/Valuation
Series G (Feb 7, 2021) raised $200M
@ $3.6B Valuation
Cerebras Systems
Cerebras Systems is simply the hottest AI chip company on the planet. Being dubbed as “The Nvidia killer” isn’t exactly easy to live up to, but Founder Andrew Feldman is more than used to it, and up to the task.
So, when we asked the long time CEO how he deals with the day to day pressures of being the underdog in a David vs. Goliath scenario, Feldman smiled and quickly quipped “We block out the noise by doing what we do best, which is building a far superior product.”
Cerebras’ flagship WSE-3 Wafer chips have proven to be just that, as systems running on Cerebras’ Architecture were a mind boggling 57x faster than the standard GPUs made by Nvidia, at a fraction of the cost.
Last Funding Round/Valuation
Series F (Nov 10, 2021) raised $720M
@ $4B Valuation
Stripe Inc.
Founded in 2010, Stripe has emerged as an innovative force in online payments, challenging traditional financial systems with its user-friendly solutions and AI driven technology.
Currently powering over 90% of the Fortune 100, Stripe boasts an elite roster of clients such as Amazon, Salesforce, Shopify, IBM, Ford, BMW, Proctor & Gamble and Home Depot.
Last Funding Round/Valuation
Tender offer (Feb 27, 2025)
@ $91.5B Valuation
Anduril Inc.
Founded in 2017, Anduril Industries is a true disruptor in every sense of the word. Fresh off a record $1 Billion DOD contract win for their Autonomous Drone Program called RoadRunner, they are the fastest growing defense company in the world today.
Their flagship product, the "Lattice" platform, revolutionizes border security with real-time situational awareness. By fostering collaboration and open architecture, Anduril is reshaping the defense industry and redefining the possibilities of technology in safeguarding nations.
Last Funding Round/Valuation
Series G (March 3, 2025)
@ $28B Valuation
Anthropic LLM
Anthropic is a game-changing force in Artificial Intelligence software, human-like chat-bot interfaces and AI platform integration.
Founded when AI rockstar siblings Dario and Daniella left Open AI to blaze their own path, Anthropic has quickly taken the world by storm.
Their LLM Claude 3.7 is so advanced, tech giants Amazon and Google literally tripped over themselves to invest in the company. They now enjoy a $12 Billion war chest, which will allow them to push the boundaries of AI capabilities.
Last Funding Round/Valuation
Series (February 24, 2025)
@ $61.5B Valuation