Tenstorrent: open RISC-V and open-source software as the NVIDIA antidote
Jim Keller's startup raised $693M at a $2B pre-money valuation to sell open AI compute — and shipped Galaxy Blackhole servers in volume by May 2026.
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2,000 PUBLISHED CASES · REGULARLY UPDATEDUltrahuman: $70M from Qualcomm to turn smart rings from trackers into computers
Bengaluru's Ultrahuman has sold 800,000 smart rings and now bets on-device software plus Qualcomm silicon will make the ring a computer, not a tracker.
Read the caseRivigo's relay-trucking bet: Mahindra buys the express business for ₹225 Cr in 2022
Rivigo bets drivers handing trucks off at pit stops can make long-haul trucking fast and humane; eight years later it sells the express business for ₹225 Cr.
Read the caseSourcemap bets EUDR forces supply-chain mapping; $20M round, 5.5M suppliers
Founded 2011 as a 'Wikipedia for supply chains,' Sourcemap bet EUDR/CSDDD would make end-to-end mapping a must-buy; ECOM, Salesforce and 250+ brands use it.
Read the caseHappyCapy bets the browser becomes an agent-native computer; PH #1, $1M ARR in a month
Trickle's team built an OpenClaw-style agent workspace that runs in a browser tab — #1 on Product Hunt, #1 for its week, and $1M ARR inside its first month.
Read the caseIsomorphic Labs' AI-first drug bet: $600M raise, $2.9B in pharma deals, no drugs yet
DeepMind's London spinout bets AI-first protein design can reinvent drug discovery; $600M from Thrive (2025) plus up to $2.9B Lilly/Novartis milestones.
Read the caseGeneral Fusion squeezes plasma to 8.4M°C on LM26, then lists via SPAC
General Fusion bets mechanical compression, not magnets or lasers, makes fusion practical: LM26 first plasma in 2025, 8.4M°C heating, then a US$150M SPAC.
Read the caseBaemin won Korea with free takeout, sold at $4B — now Delivery Hero puts it up for sale
Korea's top food-delivery app grew on zero-commission pickup and beloved branding; now its German parent is shopping it for about ₩8 trillion ($5.37B).
Read the caseQamaria's viral-coffee bet: 40+ franchises in 15 states on 7,700% search growth
TikTok-fueled searches pushed Dearborn's Qamaria Yemeni Coffee to 40+ franchised cafés in 15 states by May 2026.
Read the caseStimuler bets voice-first AI tutors beat grammar apps; #3 India education chart
India-built voice-first AI English tutor: 4M+ installs by Apr 2025, $3.75M from Lightspeed/SWC, #3 on India's education chart in Sep 2026
Read the caseVolt bets CFPB 1033 + PSD2 make pay-by-bank a card rival; $60M Series B, scaling
London open-banking network of ~5,000 banks; $60M Series B at $350M+; Shopify, Worldpay, Farfetch on board as CFPB 1033 opens the US.
Read the caseKarman+ Bets Asteroid Water Can Become Orbital Fuel: $20M Seed, 2027 Launch Validation
Karman+ bets asteroid water can fuel space tugs; $20M seed, 2027 launch.
Read the caseRabbit R1: $199 AI gadget sells 100K on LAM promise, then fizzles
Rabbit bet a $199 pocket device running a 'Large Action Model' could replace app-based phones; 100K+ preorders became ~5,000 daily users.
Read the caseRonanRx bets patient-specific GLP-1 plans, not copycat molecules, survive the FDA squeeze
YC S26 startup sells doctor-set, AI-assisted compounded GLP-1 plans via a Texas pharmacy — 118-point Launch HN as FDA policy tightens.
Read the caseTruKKer's digital-freight bet: $96M Series B, 60K trucks, then a $300M ADCB facility
TruKKer bet one platform could digitize the Middle East's fragmented trucking; $96M Series B (2022), 60K+ transporters, $300M ADCB securitization (2026).
Read the caseOrca's parallel-agent ADE bet: +27k stars in July 2026, 53k+ by August
Stably AI's free MIT 'agent development environment' runs Claude Code, Codex and friends side by side in isolated git worktrees; #2 star growth in July 2026.
Read the caseAtoms bets an AI agent team, not a copilot, runs your startup: PH #3, $31M
MetaGPT-maker DeepWisdom's Atoms bets an AI team can run a real business: PH #3 launch Jan 2026, ~$31M raised
Read the caseLoyal: solo founder's $5.1M seed for dog-longevity drugs
Loyal develops drugs to extend dog lifespan; founder Celine Halioua raised a $5.1M seed on an idea and deck before hiring a team or doing the science.
Read the caseSolar Foods' Factory 01 makes protein from air at full 160-ton capacity
Solar Foods grows Solein protein from CO2, hydrogen and electricity; Factory 01 hit full 160-ton annual capacity by late 2025, with Factory 02 planned for 2028.
Read the caseFacily's group-buying bet: $526M raised, 2021 unicorn, then 90% GMV collapse
Brazilian group-buying app raised $526M and hit unicorn status in 2021, then GMV fell 90% and it shrank to a semi-operating shell
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