Superset bets agent orchestration, not editing, is the next IDE's job
YC P26 trio builds a terminal-first IDE for running Claude Code, Codex and friends in parallel across git worktrees; 11K+ GitHub stars in five months.
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2,000 CASOS PUBLICADOS · ATUALIZADOS REGULARMENTEMelazyme bets precision fermentation can make melanin and sweet protein a real business
Perfect Day alums found Melazyme to ferment melanin and sweet proteins; a $2M seed led by SeaX Ventures funds production scale-up.
Ler o casoPersefoni's SEC-rule bet: $180M for carbon accounting as US mandate collapses
Persefoni built an 'ERP for carbon data' betting SEC and EU rules would force companies to buy it; the US rule was stayed, so it pivoted to CSRD and California.
Ler o casoGorillas' 10-minute grocery bet: Europe's fastest unicorn, shut down by May 2024
Berlin startup bet 10-minute dark-store delivery would win grocery's last mile: $3B unicorn in 15 months, then a $1.2B Getir takeover and a 2024 shutdown.
Ler o casoNothing's design-led phone bet: from Carl Pei's seed to $1.3B valuation and an AI pivot
Carl Pei built Nothing into a $1.3B challenger brand betting design and community can beat Apple and Samsung; $1B+ revenue, AI pivot by 2026.
Ler o casoTalkMe bets AI tutors can replace human language classes; PH #1, 1000% YoY growth
Singapore's Inspired AI built TalkMe, an AI-native language app that hit Product Hunt #1 in March 2025, passed 1M learners, and grew 1000% YoY.
Ler o casoForm3 bets instant-payment rules force bank infrastructure replacement
London cloud payments firm bets EU instant-payment rules pull banks from legacy; $220M raised; VoP compliance productized.
Ler o casoLandspace's reusable bet: orbit in Dec 2025, booster landing by Aug 2026
Zhuque-3 reached orbit in December 2025 but its booster exploded landing; by August 2026 Landspace had landed one upright on legs.
Ler o casoGalaxea AI bets on embodied AI, valuation breaks 20 billion yuan
Founded in 2023, Galaxea AI raised 2 billion yuan in B+ round, valuation broke 20 billion yuan.
Ler o casoNeurophet bets Alzheimer's drug monitoring needs AI imaging; ₩28B IPO pops 45%
Korean AI brain-imaging firm Neurophet listed on KOSDAQ in July 2025 after ₩672.9B of IPO deposits; shares closed 45% above the ₩14,000 offer on day one.
Ler o casoPorter's intra-city trucking bet: $1B unicorn, then first profit on ₹4,306 Cr revenue
Porter bet MSMEs would hail trucks like cabs; a decade of marketplace building ended 2024 at $1B, then FY25 delivered its first net profit.
Ler o casoMetaGPT X (Atoms): DeepWisdom's AI-dev-team bet, PH #1, RMB 220M
DeepWisdom turned its 58.8k-star MetaGPT framework into MGX/Atoms, an 'AI dev team' that hit 500k users and $1M ARR in a month and raised ~RMB 220M.
Ler o casoGenspark bets AI search is a dead end; pivot to agents hits $250M ARR, $2.6B value
Ex-Baidu execs pivoted Genspark from AI search to an agentic workspace after Manus; $250M ARR in 12 months, $2.6B valuation.
Ler o casoNovoNutrients raises $18M to turn CO2 into protein at pilot scale
NovoNutrients bet gas fermentation could turn industrial CO2 and hydrogen into protein for pet food, aquafeed and future human nutrition.
Ler o casoGensol: the listed solar EPC star that became its founders' piggybank and blew up
A listed solar contractor and its founders' EV ride-hailing startup shared promoters, cars and loans — until SEBI read the paperwork and both collapsed.
Ler o casoDutchie bets cannabis rescheduling opens banking and payments; Schedule III lands
Cannabis commerce platform Dutchie spent millions lobbying for Schedule III; Dec 2025 EO and April 2026 order land, ending 280E — cards still pending.
Ler o casomiHoYo's self-funded Genshin bet: ¥100k loan, no IPO, ¥78B year
Three SJTU roommates grew a ¥100k loan into a ¥78B-a-year game studio — one angel round ever, no IPO, no later funding.
Ler o casoEruditus' university-edtech bet: $150M raise at ~$3B while rivals collapsed
Eruditus bet professionals worldwide keep paying for university-branded online courses; profitable in FY24, it raised $150M at ~$3B while other edtechs crashed.
Ler o casoBitOasis's regulated-exchange bet: Dubai first mover survives suspension under CoinDCX
MENA's first crypto exchange nearly died when VARA suspended its license in 2023; CoinDCX bought it and a full VASP license followed.
Ler o casoVolocopter's eVTOL air-taxi bet ends in insolvency; Wanfeng buys assets for €10M
German eVTOL pioneer filed for insolvency in Dec 2024 without a type certificate; Wanfeng Group bought its assets for €10M in March 2025.
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