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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2,000 PUBLISHED CASES · REGULARLY UPDATEDDoctor 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.
Read the caseMcEasy'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.
Read the caseKùzu 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
Read the caseLTX 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.
Read the caseVerdiva 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.
Read the caseSublime'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.
Read the caseJeongyukkak'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.
Read the caseSnitch'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.
Read the caseSupernova'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.
Read the caseProximitty'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.
Read the caseBeta 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.
Read the caseRobot 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.
Read the caseSanity'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.
Read the caseManna'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.
Read the caseDeepSeek 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).
Read the caseInfinigence 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.
Read the caseMetsera 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.
Read the caseKoloma: 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.
Read the caseChickin 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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