Proprietary insight into private companies
Neural or Nothing - Rewiring Business for the AI Age
Carbon Tech Industry Poised for Transformative Growth
Generative AI: Nearing the Ultimate Promise of AI
Digital Payments: Huge Untapped Market in B2B Payments
Pre and Post: IPO Returns Analysis
Moveworks – One-Stop AI Solution Tackling Digital Debt
Initiation Report: Applied Intuition – Pushing the Envelope in Autonomous Mobility
Initiation Report: Glean Technologies - Disrupting Enterprise Knowledge Management with AI
Initiation Report: Huntress – A Premier Go-to Cybersecurity Platform for SMBs
Initiation Report: Generate:Biomedicines – Pioneering AI-Powered Drug Discovery
Initiation Report: KoBold Metals A Leading Player at the Intersection of AI and Climate Tech
Initiation Report: Anyscale - Pioneering Scalable Deployment in Generative AI
Initiation Report: Runway - Reshaping Multimedia Production with Generative AI
Initiation Report: Relativity Space
Initiation Report: Carbon Health
Initiation Report: Aurora Solar
Initiation Report: Nuro
Initiation Report: Wiz Inc
Coreweave
CoreWeave is an NVIDIA Elite Cloud Solutions Provider for Compute and Visualization.
ElevenLabs
AI-powered voice synthesis startup.
Firefly Aerospace
Space tech startup, developing small- and medium-lift launch vehicles for commercial orbit missions
Qventus
Qventus offers healthcare operations automation
Innovaccer
AI-powered solutions, and healthcare training platform
Sierra AI
AI-powered virtual agents for enterprise customer service and support
Codeium
Offers AI-powered coding.
Hebbia
Develops AI-powered search and analysis tools for knowledge workers in various sectors.
Moveworks
AI copilot for employees in various industries.
Harvey
Harvey offers generative AI-powered solutions for the legal sector.
Cerebras Systems
A platform for fast and effortless AI training and inference.
Applied Intuition
Advanced simulation and validation tools for autonomous mobility.
Form Energy
Developing iron-air batteries, an alternative to lithium-ion batteries for grid-scale energy storage.
Glean
Transforming the legacy enterprise software market with AI-powered solutions for all internal queries.
Perplexity AI
AI-powered answer engine providing conversational search capabilities.
Monte Carlo
A data observability startup to detect and resolve data issues.
Huntress
A managed cybersecurity platform.
Generate Biomedicine
A new therapeutics company that intersection of biology, machine learning, and biological engineering.
Fundguard
FundGuard is transforming legacy operating models with a front-to-back, AI-powered, cloud-native and multi-asset class investment accounting platforms.
Coro
Simple, Powerful, Modular — Protect critical areas of your business with modules for endpoints, email, and cloud apps.
Cyera AI
Data security company specializing in data security posture management (DSPM) within the cybersecurity industry.
Together AI
Services for building, training, and running AI models, including private data and dedicated GPU clusters for large-scale training.
Pinecone
Vector database start-up, offering vector databases that act as the memory for artificial intelligence (AI) models and infrastructure components for AI-powered applications.
KoBold Metals
KoBold Metals discovers the battery minerals containing Ni, Cu, Co, and Li critical for the electric vehicle revolution.
Xpansiv
Market Infrastructure for an Evolving World
Celestial AI
Develops audacious AI computing platforms that elevate performance, energy and economic efficiencies, enabling our customers to rapidly deploy innovations
Lambda Labs
An enterprise-grade cloud GPU provider for AI development. Offers the largest cluster of NVIDIA H100 chips, exceeding Google and Oracle. It is the most cost-effective cloud GPU provider and is well-positioned to benefit from the scarcity of GPU compute. Customers include Intel, Microsoft, Amazon Research, Kaiser Permanente, Stanford, Harvard, Caltech, and the Department of Defense, among others.
Abridge
An AI-powered electronic medical record platform. Adoption by around 5,000 doctors attests to the efficacy of the platform. Physicians claiming timesaving of 12-16 hours a week, underscores the platform's credibility. Marquee investors include Lightspeed Venture Partners, Bessemer Venture Partners, CVS Health Ventures, and Spark Capital, among others.
Anyscale
Offers a platform to scale compute-intensive AI & ML workloads. It holds the first-mover advantage in the Python-native distributed computing framework. Its solutions offer 23x higher throughput and a 75% reduction in cost compared to conventional solutions. Key investors include Addition, Andreessen Horowitz, and Intel Capital, among others.
Reddit is a network of more than 100,000 communities where people can dive into anything through experiences built around their interests, hobbies and passions.
Climeworks
Climeworks is a climate technology startup, that operates the world's first and largest direct air capture and storage facility.
Beta Technologies: eVTOL & eCTOL Aircraft Manufacturer
Beta Technologies, an electric vertical take-off and landing (eVTOL) and electric conventional take-off and landing (eCTOL) aircraft manufacturer.
Runway: A Generative AI Platform
Runway, a generative AI platform focused on multimedia creation and editing, is positioned to disrupt various markets including VFX, animation, and video editing, among others.
Relativity Space: Reshaping Rocket Manufacturing with 3D Printing
Driven by exploration missions, satellite constellation deployments, and satellite and space station maintenance, space tech industry is experiencing remarkable growth.
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Groq: Delivering Ultra-low Latency AI Inference
Sudden proliferation of LLMs and the growing need for high computing power has led to a supply and demand mismatch for AI chips. Software-defined hardware approach of Groq involves building chips ground up from an end-user perspective.
Anduril: Enhancing Autonomy in Defense Tech
Well-positioned to benefit from the evolving nature of warfare, which is becoming increasingly autonomous. Ongoing geopolitical conflicts such as Russia-Ukraine, China-Taiwan, and US-China call for deeper integration of technology into defense.
Ramp: FinTech
Ramp uses automation and machine learning to help customers with expense management, payments, reporting, and more.
Aurora Solar: Cloud-based solar software solutions
Aurora Solar develops cloud-based software, that enables solar PV engineering design.
Carbon Health: Hybrid-care tech startup
Carbon Health is a modern health chain that provides urgent and primary care for easier everyday health.
Lacework: Automated cloud security
Lacework is the data-driven security platform for the cloud.
Chime: FinTech
Chime is a financial technology company that offers mobile banking services.
Brex: Spend platform
Brex is a unified spend platform for corporate cards, expense management, reimbursements, travel, business accounts, and bill pay.
OpenSea: Peer-to-peer NFT marketplace
Non-fungible token marketplace offered online allows for NFTs to be sold directly at a fixed price, or through an auction.
Nuro: Robotics company developing autonomous delivery vehicles
Robotics company developing autonomous delivery vehicles
Flexport: Supply chain management and logistics
Supply chain management and logistics, including order management, trade financing, insurance, freight forwarding, and customs brokerage.
Kong: Go-to API Management and Microservice Platform for Businesses
Founded in 2007, Kong Inc is a leading cloud-native API management platform providing an open-source API marketplace for developers and engineers.
Docker: A Pioneer in Collaborative Application Development
Founded in 2010, Docker Inc is a leading provider of cloudnative application development tools, content, and services for developers.
Bolt: Bridging Browsing-Buying Gap With One-click Checkout Technology
Founded in 2014, Bolt Financial Inc operates as a payment platform offering online checkout technology to retailers.
Venture Bytes #54 - It's the Data, Stupid!
The first article stays on the theme of autonomous cars that we have been writing about in the last few editions. Our main take here is that we can get autonomous vehicles today, but they will not be safe. In order to have safe AVs, we need at least 10 years of data gathering. AVs use a type of intelligence algorithm called neural networks, and the main characteristic you have to know about neural networks is that they are the most data demanding algorithm out there. The second article is our commentary on the IPO market. We believe there is a perfect confluence of events underlying this strong IPO market. The key question as we enter the second half of 2019 is whether the IPO juggernaut will continue to power ahead? We believe all key indicators suggest the second half will be equally strong compared to the first half of 2019, with enterprise software/cloud companies leading the charge.
Venture Bytes #53 - In the Hunt for the Holy Grail
Reaching profitability is the Holy Grail for the ride hailing companies. The narrative today is that autonomous vehicles (AV) will eliminate the biggest cost component (driver commissions), thereby increasing the take rates and moving the companies closer to profitability. While we believe AVs will accelerate the timeline to reaching profitability, a lot more expenses need to be factored in before we get there. The second article looks at the micromobility business in the face of large investments in this business by the participants. We believe this business in the long run will be net additive to the overall ride hailing business, given its compelling economics and growing demand.
Venture Bytes #52 - Lyft Has AV Mapped Out
The two lead articles are titled 'Lyft Has AV Mapped Out' and 'Digital Ads Surpass Traditional Ads'. Both the articles are topical given the recent IPOs of Lyft and Pinterest. The race to introduce the first commercially viable autonomous vehicle (AV) is on. A number of companies are jockeying to be the leader given the high stakes, particularly for Uber and Lyft, the incumbent leaders in the current ride-hailing market. Handicapping the winner in this race is not easy but early indications suggest that Lyft is ahead of the pack. The second article is highly supportive of Pinterest given its mobile-native platform and digital ad-based revenue model. The digital ad market is on a strong growth trajectory, essentially insulated from the challenges facing the traditional ad market.
Venture Bytes #51 - Lyft to Lift the Hood
The two lead articles in this edition are very topical. The first one, 'Lyft to Lift the Hood', is our take on the ride-hailing market and Lyft's strong competitive position in it, which is essentially a duopoly. The second article, 'A Hardware Speed Bump for Neural Networks', highlights the limitations of harnessing the full potential of artificial intelligence.
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MVP's Outlook 2023: Volatile. Vulnerable. Valuable.
Manhattan Venture Partners Outlook 2023: Volatile. Vulnerable. Valuable. series dives into US economic and macro views, liquidity between the public and private markets, strategies from an active CEO, and trends in investing with our panel.
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