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 CASOS PUBLICADOS · ATUALIZADOS REGULARMENTEDoctor 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.
Ler o casoMcEasy'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.
Ler o casoKùzu 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
Ler o casoLTX 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.
Ler o casoVerdiva 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.
Ler o casoSublime'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.
Ler o casoJeongyukkak'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.
Ler o casoSnitch'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.
Ler o casoSupernova'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.
Ler o casoProximitty'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.
Ler o casoBeta 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.
Ler o casoRobot 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.
Ler o casoSanity'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.
Ler o casoManna'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.
Ler o casoDeepSeek 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).
Ler o casoInfinigence 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.
Ler o casoMetsera 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.
Ler o casoKoloma: 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.
Ler o casoChickin 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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