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AI ecosystem intelligence · updated daily

AI Market Intelligence
for founders and investors

Track startups, funding rounds, acquisitions,emerging categories, investor activity and market signals across the global AI ecosystem.

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SectorAI AgentsStageSeries ALocationAnywhereTimeframe30 days
OpenAIAnthropicMistralCursorPerplexityElevenLabsRunwayxAICohereSequoiaa16z
Live ecosystem map · 26,482 nodesExplore full graph

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The startups everyone is watching

Curated by the GraphOne research desk — refreshed every 24 hours.

OA

OpenAI

Foundation Models · San Francisco

Frontier reasoning models, ChatGPT, and the GPT API.

BreakoutLate stage
Funding$57.9B
Growth+44%
Team1,700
Microsoft · Thrive · Sequoia +1
Updated todayView startup →
An

Anthropic

Foundation Models · San Francisco

Claude — safety-first frontier models for the enterprise.

BreakoutLate stage
Funding$14.4B
Growth+58%
Team950
Google · Amazon · Spark +1
Updated todayView startup →
Px

Perplexity

AI Search · San Francisco

Conversational answer engine for daily research.

BreakoutSeries C
Funding$500M
Growth+212%
Team180
IVP · NEA · Nvidia +1
Updated todayView startup →
Cu

Cursor

AI Coding · San Francisco

The AI-first code editor loved by senior engineers.

BreakoutSeries B
Funding$175M
Growth+440%
Team60
Thrive · a16z · Benchmark +1
Updated todayView startup →
El

ElevenLabs

AI Voice · London

Studio-grade voice synthesis, dubbing, and agents.

BreakoutSeries C
Funding$281M
Growth+138%
Team225
a16z · ICONIQ · Sequoia +1
Updated todayView startup →
Mi

Mistral

Open Source AI · Paris

Open-weight models for builders who need full control.

Heating upSeries B
Funding$1.2B
Growth+106%
Team140
General Catalyst · a16z · Lightspeed +1
Updated todayView startup →
Mj

Midjourney

Synthetic Media · San Francisco

Aesthetic-first image and video model for creators.

Heating upBootstrapped
FundingSelf-funded
Growth+62%
Team60
Updated todayView startup →
Sc

Scale AI

AI Infrastructure · San Francisco

Data foundry powering frontier labs and the US DoD.

Heating upLate stage
Funding$1.6B
Growth+34%
Team900
Accel · Index · Founders Fund +1
Updated todayView startup →
Ru

Runway

AI Video · New York

Gen-4 video models shipping in real production pipelines.

BreakoutSeries D
Funding$545M
Growth+88%
Team200
Google · Nvidia · Salesforce +1
Updated todayView startup →

Founder intelligence

The founders shaping AI

Track the entrepreneurs building the most influential AI companies.

All founders →
SA

Sam Altman

OpenAI

Foundation Models$13B+
Previous: Y Combinator

Driving the commercialization of frontier AI models.

DA

Dario Amodei

Anthropic

AI Safety$12B+
Previous: OpenAI

Leading the safety-first foundation model movement.

AS

Aravind Srinivas

Perplexity

AI Search$500M+
Previous: OpenAI · DeepMind

Building the next generation of answer engines.

VM

Varun Mohan

Codeium

AI Coding$1B+ valuation
Previous: Nuro

Competing directly with GitHub Copilot and Cursor.

AW

Alexandr Wang

Scale AI

Data Infrastructure$1.3B+
Previous: MIT

Critical supplier to frontier AI labs and governments.

GraphOne knowledge graph

The AI ecosystem, mapped

Relationships between startups, founders, investors, foundation models and enterprises.

Open full graph

Startups

26.4K

Investors

3.8K

Relationships

184K

Funding Tracked

$500B+

OpenAIAnthropicMistralMeta LlamaCursorPerplexityElevenLabsRunwayHarveySierraSequoiaa16zThriveFounders FundMicrosoftAmazonGoogleNvidia
26k nodes · 184k links

Graph Legend

Foundation Models
AI Startups
Investors
Enterprises

Entity Intelligence

O

OpenAI

Foundation Model Lab

San Francisco, California

24 Connections#1

Funding

$17B+

Network Rank

#1

Investors

Products

ChatGPTGPT-4oSora

Competitors

Network Connections

Recent Signals

AcquisitionMar 2024

Microsoft acquires Inflection AI team.

Investor2025

Thrive leads Cursor's major funding round.

Live ecosystem activity

Recent funding

Investments tracked over the past 7 days.

View all →
Cu

Cursor

AI Coding · $9.9B valuation

$900M
Series C
Thrive Capital
Jun 6
Si

Sierra

Enterprise AI · $4.5B valuation

$350M
Series C
Greenoaks
Jun 4
Co

Cognition

AI Agents · $2.0B valuation

$175M
Series A2
Founders Fund
Jun 3
Fi

Figure

AI Robotics · $2.6B valuation

$675M
Series B
Microsoft
May 30
Ha

Harvey

AI Legal · $3.0B valuation

$300M
Series D
Sequoia
May 28
Gl

Glean

Enterprise AI · $4.6B valuation

$260M
Series E
Altimeter
May 24
AI coding startups dominated Series A activityVoice AI funding +42% QoQEnterprise copilots lead Series B

GraphOne Intelligence Brief

What the data is telling us

Six ecosystem observations from our research desk this week.

Daily
  • 3.2×
    Funding

    AI coding startups raised 3.2× more capital this quarter vs. last — Cursor, Cognition and Magic absorbed two-thirds of it.

  • 42%
    Series A

    Enterprise AI copilots account for 42% of all Series A rounds closed YTD, the largest single-sector share since 2021.

  • +31%
    Open source

    Investor participation in open-source AI rounds is up 31% — Mistral, Nous and Black Forest Labs lead the wave.

  • +41%
    Talent

    Voice AI is the fastest-growing hiring category, led by ElevenLabs, Cartesia and Sesame doubling research headcount.

  • $118B
    Capital

    AI infrastructure remains the largest funding category by total capital deployed YTD — driven by Nvidia-adjacent compute rounds.

  • 11
    M&A

    Eleven notable AI talent or technology acquisitions closed in the last 90 days — Microsoft, Google and Amazon led activity.

Market signals

Where the AI market is moving

Funding, startup formation and geographic concentration across the AI ecosystem.

Funding by category

Capital concentration by sector.

AI Coding92%
AI Agents81%
AI Search65%
AI Video54%
AI Voice42%
Leading sectorAI Coding

Developer tooling continues to attract the largest share of new capital as enterprises prioritize productivity gains and workflow automation.

Market Momentum

Funding Velocity

Capital deployment accelerated after major foundation-model and AI coding rounds.

JanFebMarAprMayJun

6-month growth

+167%

Capital deployed

$24.8B

Funding activity accelerated sharply during Q2, driven primarily by foundation model infrastructure and AI coding platforms.

Global Ecosystem

Startup Distribution

AI startup activity remains concentrated in North America while Asia continues to gain momentum.

48%

North America

North America
48%
Europe
22%
Asia
18%
Middle East
7%
Other
5%

Key Insight

Paris, Singapore and Bangalore are emerging as the fastest-growing AI ecosystems outside North America.

Investor intelligence

Where capital is flowing

Track the investors shaping the AI ecosystem — deal velocity, sector focus and portfolio momentum.

a16

Andreessen Horowitz

$45B AUM · 38 AI deals YTD

Breakout

Sector focus

AI AgentsAI InfrastructureDeveloper Tools

Recent investments

Cursor · Harvey · Character AI

Largest cheque writer into agent and dev-tool layers YTD.

Updated todayView investor →
Sq

Sequoia Capital

$85B AUM · 29 AI deals YTD

Heating up

Sector focus

Foundation ModelsAI LegalEnterprise AI

Recent investments

Harvey · ElevenLabs · OpenAI

Doubled down on vertical agents — Harvey, Sierra, Hebbia.

Updated todayView investor →
Ac

Accel

$32B AUM · 22 AI deals YTD

Steady

Sector focus

Enterprise AIAI SecurityAI Infrastructure

Recent investments

Scale AI · Synthesia · Browserbase

European AI leadership: Synthesia, ElevenLabs, Hugging Face.

Updated todayView investor →
Ls

Lightspeed

$25B AUM · 19 AI deals YTD

Heating up

Sector focus

Open Source AIFoundation ModelsAI Voice

Recent investments

Mistral · Anthropic · Stability

Biggest non-US backer of open-weight model labs.

Updated todayView investor →
GC

General Catalyst

$30B AUM · 17 AI deals YTD

Heating up

Sector focus

AI HealthcareEnterprise AIAI Agents

Recent investments

Mistral · Hippocratic AI · Glean

Health-system buyouts feed direct AI distribution.

Updated todayView investor →
Co

Coatue

$70B AUM · 14 AI deals YTD

Steady

Sector focus

Foundation ModelsAI InfrastructureAI Video

Recent investments

Runway · Lambda · Hugging Face

Lead investor in three of the five largest infra rounds YTD.

Updated todayView investor →
Th

Thrive Capital

$15B AUM · 16 AI deals YTD

Breakout

Sector focus

Foundation ModelsAI CodingAI Agents

Recent investments

OpenAI · Cursor · Cognition

Highest deal velocity at $1B+ valuations in the cohort.

Updated todayView investor →
FF

Founders Fund

$18B AUM · 13 AI deals YTD

Heating up

Sector focus

AI AgentsAI RoboticsDefense AI

Recent investments

Cognition · Anduril · Physical Intelligence

Concentrated bets in autonomy, defense and physical AI.

Updated todayView investor →

GraphOne Research

Reports & Deep Dives

In-house intelligence from the GraphOne research desk.

The AI Funding Report — H1 2026
Flagship

Jul 2026 · GraphOne Research Desk

The AI Funding Report — H1 2026

132 pages 26 min read 62.4k downloads
Jul 2026Read
State of AI Agents 2026
Research · Trending

Jun 2026 · GraphOne Research Desk

State of AI Agents 2026

92 pages 18 min read 24.1k downloads
Jun 2026Read
Top 100 AI Startups of 2026
Rankings

Q2 2026 · Editorial Team

Top 100 AI Startups of 2026

64 pages 12 min read 41.6k downloads
Q2 2026Read
AI Hiring Trends — Q2 2026
Talent

Jun 2026 · People & Talent Desk

AI Hiring Trends — Q2 2026

48 pages 9 min read 8.3k downloads
Jun 2026Read
The AI Agent Landscape
Landscape

May 2026 · Sector Research

The AI Agent Landscape

56 pages 11 min read 19.7k downloads
May 2026Read