Every Signal Library
Every report answers one question, tags every figure with how we know it, and links its sources. Summaries are free; full reports come with a Library subscription or the Fund and Firm plans.
31 companies across 7 reports. Pick one to read its summary.
Coder
Warp
GitHub
Slack
Conductor
Omnara
Vibe Kanban
Roo Code
Continue
Cursor
Viven
Sensay
Harmonic Security
Glean
OpenRouter
Stripe
Vercel
Cloudflare
Portkey
Helicone
Kalshi
Polymarket
Co-Star
The Pattern
Mirror
CHANI
Nebula
Sanctuary
Shortical
ReelShort
DramaBoxAI developer tools · 2026-10-29
Not as a general product. Free open-source cockpits (Orca has 109K GitHub stars) cover the low end, and Coder ($90M Series C led by KKR, AWS agreement), Warp, GitHub Agent HQ and Slack Code (free on every Slack plan) cover the governed top. Shared rooms for hu…
Read the summary →AI developer tools · 2026-10-29
Mostly for lack of paying users. Vibe Kanban (28K GitHub stars) said most users were free and it couldn't find a business model; the agent makers then shipped the same features (parallel sessions, desktop apps, cloud agents) inside their own products, and wrap…
Read the summary →Enterprise AI · 2026-10-29
Partly. Capturing each person's AI and email activity is cheap and already sold in pieces (vendor compliance exports, AI gateways, email APIs), and Viven ($35M seed, Khosla) builds AI twins of each employee for large companies. No product we found turns AI-too…
Read the summary →AI infrastructure · 2026-10-28 · free
Not head-on. Stripe agreed to acquire OpenRouter on Aug 19, 2026 (reported at $7-8B). OpenRouter makes money from a 5.5% fee on credit purchases, not model markups, routes roughly 70 trillion tokens a week across 457 models, and grows almost entirely through c…
Read the summary →Fintech and prediction markets · 2026-10-28
Partly. Kalshi's perps referral program pays promoters a share of their referrals' trading fees weekly, and fees (0.12% per side at the base tier) are charged on the full leveraged position whether the trader wins or loses. But most users were already losing b…
Read the summary →Consumer apps · 2026-10-27
Mostly without ads. Co-Star reached 20M+ downloads without real marketing by writing daily lines people screenshot and by making friends the product, and Midjourney bought it in spring 2026 (about 4.3M monthly users). CHANI is the top-grossing US astrology app…
Read the summary →Consumer apps and media · 2026-10-19
Not as profit. Everything visible from outside points to roughly $3-8M a month in gross revenue, bought almost entirely with Meta ads (3,651 active ads across 21 Facebook Pages in October 2026). Clearing $6M a month after ad spend would need about $12-20M a mo…
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