Career Pivots and Monte Carlo Simulations
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This list is ordered by my conviction at the time: a mix of personal interest, career growth expectations, mission impact, and financial upside. Valuation is an imperfect proxy for most of these factors, but it's an easy way to compare outcomes. When I revisit this, I will likely come up with a better comparison approach.
| Name | URL | Latest Round | Valuation | Description |
|---|---|---|---|---|
| Method Security | method.security | Series A ($26m) | n/a | Autonomous systems for cyber resilience |
| Generalist | generalistai.com | Seed | n/a | Embodied foundation models for highly dexterous general-purpose robots |
| Physical Intelligence | pi.website | Series B ($600m) | $5.6b | Embodied foundation models for highly dexterous general-purpose robots |
| The Bot Company | bot.co | Series B ($150m) | $2.0b | Consumer robotics |
| Periodic Labs | periodic.com | Seed ($300m) | n/a | Autonomous scientific research |
| Sierra | sierra.ai | Series C ($350m) | $10b | AI agents for enterprise |
| Exa | exa.ai | Series B ($85m) | $700m | AI web search |
| Anduril | anduril.com | Series G ($2.5b) | $30.5b | Autonomous systems for defense |
| Browserbase | browserbase.com | Series B ($40m) | $300m | Headless browser infrastructure |
| Hadrian | hadrian.co | Series C | $1.6b | Autonomous factories |
| Valthos | valthos.com | Seed ($30m) | n/a | Biodefense |
| Dirac | diracinc.com | Seed ($10.7m) | n/a | Assembly automation software |
| Netic | netic.ai | Series B ($23m) | n/a | AI platform for home services industry |
| Sunday Robotics | sunday.ai | Seed ($35m) | n/a | Consumer robotics |
| AIM | aim.vision | Series A ($50m) | n/a | Autonomous construction equipment |
| Starcloud | starcloud.com | Seed ($21m) | n/a | Data centers in space |
| Tailscale | tailscale.com | Series C ($160m) | $1.5b | Modern private networking |
| Xbow | xbow.com | Series B ($75m) | n/a | Autonomous pentesting |
| Neros | neros.tech | Series B ($75m) | n/a | American-made FPV drones |
| Decagon | decagon.ai | Series C ($131m) | $1.5b | AI agents for customer service |
| Saronic | saronic.com | Series C ($600m) | $4b | Autonomous systems for naval defense |
| Mechanize | mechanize.work | Seed | n/a | RL environments for automating knowledge work |
| Parallel | parallel.ai | Series A ($100m) | $740m | AI web search |
| Promise Payments | promise-pay.com | Series B ($25m) | $520m | Ontology for social services and public payments |
| Delphi | delphi.ai | Series A ($16m) | n/a | Digital minds |