d-Matrix's SRAM inference bet: $275M round, Corsair into volume production
Corsair runs LLM decode in on-chip SRAM instead of GPUs; a $275M Series C at $2B funded the ramp to full production in June 2026.
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公開済みの事例
2,000 公開済みの事例 · 随時更新Doctor Now bets Korea legalizes telemedicine; record consults, then a prevention law
Korea's #1 telemedicine app hit 1.68M consults in 2025 as the Dec 2025 law institutionalizes the market; an Aug 2026 ban blocks its drug-wholesale move.
事例を読むMcEasy's fleet digitization bet pays off: US$9M Series B after EBITDA profit
Surabaya-founded McEasy bet Indonesia's truck fleets would trade clipboards for IoT software; by 2026 it served 2,000+ operators and was EBITDA-profitable.
事例を読むKùzu bets embedded open-source graph DB beats server databases; Apple buys it in 2025
A Waterloo research team's embeddable, open-source graph database earns an Apple acquisition — all shares bought, team hired, repo archived in October 2025
事例を読むLTX bets open-weights video beats closed APIs: LTX-2 hits GitHub trending, 33M downloads
Lightricks' LTX open-sourced audio-video model LTX-2 in Jan 2026 — free under $10M ARR, licensed above — and passed 33M family downloads by August.
事例を読むVerdiva Bio: Ex-Aiolos team raises $411M for oral GLP-1
Founded in 2024, Verdiva secured global rights to Sciwind's oral GLP-1, raised $411M, and completed phase 2b enrollment in 2026.
事例を読むSublime's kiln-free cement bet: 622,500-ton Microsoft offtake before plant one
Electrochemical cement that skips the 1,450°C kiln; Microsoft's binding 622,500-ton offtake was meant to fund plant one.
事例を読むJeongyukkak's ₩90B grocery bet: a fresh-meat star ends in liquidation
Korea's ultra-fresh meat platform bet on buying ₩90B Chorok Maeul with a ₩150B round that never filled; losses led to court rehab, then 2026 liquidation.
事例を読むSnitch's men's fast-fashion bet: ₹900 Cr FY26 revenue, 115 stores, quick commerce
A garment manufacturer's COVID-era D2C pivot — weekly trend drops for Gen Z men — reached ₹900 Cr revenue, 115 stores and a ₹2,500 Cr valuation.
事例を読むSupernova's AI-English-tutor bet: 3 pivots on $250K, then No. 1 India education app
Bengaluru startup Supernova pivoted from gamified worksheets to an AI spoken-English tutor, hit No. 1 on India's education chart, $1M ARR from Tamil Nadu alone.
事例を読むProximitty's bet: regulator-grade AI agents run commercial loan servicing
The YC W26 startup sells banks AI agents that chase documents, spread financials and track covenants - one customer cut servicing staff from 15 to 2.
事例を読むBeta Technologies' full-stack bet: $1B IPO funds ALIA planes and its own chargers
Vermont's Beta Technologies bet electric aviation needs planes, motors and chargers from one company; a $1B IPO and Surf Air's 25-plane order say the bet works.
事例を読むRobot Era Bets on Humanoid Robots: B2B First, Then Consumer
Chen Jianyu founded Robot Era in 2023, betting VLA and world models enable B2B humanoid robots; orders exceeded RMB 500 million in 2025.
事例を読むSanity's CanG bet: built compliant German cannabis, sold to Organigram for €107M upfront
Berlin's Sanity treated cannabis as regulated medicine before Germany's 2024 law opened the market — then CanG's boom made it Organigram's €107M platform.
事例を読むManna's drone-delivery bet scales: 380k deliveries, $110M raised, US hub in Tulsa
Dublin's Manna proved drone delivery across Irish suburbs, then bet US rules would open: $50M Series B, 40 bases, Tulsa hub.
事例を読むDeepSeek Harness bet: MIT agent runtime hits GitHub trending #1 within days
DeepSeek's first agent product, an MIT 'everything is a plugin' runtime, passed 149k stars by day five and topped weekly GitHub trending (Aug 2026).
事例を読むInfinigence AI bets software can solve computing power shortage
In 2023, Wang Yu founded Infinigence AI to unify fragmented chips via software; by November 2025, it raised nearly RMB 500 million and managed 25000P.
事例を読むMetsera Bets on Monthly GLP-1; Pfizer Paid ~$10B
Metsera bet on ultra-long-acting GLP-1; after 14.1% weight loss data, Pfizer raised bid to ~$10B, closing 2025-11-13.
事例を読むKoloma: finding hydrogen the earth already makes, with $245M and Philippine contracts
Backed by Khosla, Amazon and Gates, Koloma hunts naturally occurring hydrogen and just won its third Philippine exploration contract.
事例を読むChickin bets IoT plus farmer financing can fix Indonesia's chicken supply chain
Indonesian agritech Chickin, founded 2020 by chicken farmers, bets IoT cages plus financing fix the fragmented broiler market; $20M round, Rp250B DBS loan.
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