Summer 2026 AI Fellows is officially underway. The kickoff set the tone: great energy, thoughtful conversations, and a room full of people ready to build. Thanks to all the fellows, and to the teams across our portfolio companies who helped make the kickoff such a strong start. Interested in joining a future cohort? Apply here: airtable.com/app7xaCYEc3Nxww…

A few weeks ago, we hosted our first Taste & Distribution dinner, bringing together 20 founders, marketers, and GTM leaders for an evening of good food and even better conversation. A big thank you to everyone who joined us and made the first one so special. We’re excited to keep bringing this community together. Want to join the next dinner or our GTM Slack community? Comment “taste” or tag someone who should be at the next table.

Congratulations to @ac_edwards_1, @wellingmax , and the entire team on raising $450M at a $2.6B valuation. Proud to have partnered with @CuspAI from day one. This is only the beginning, and we’re excited to continue supporting the team as they build something truly exceptional.

@EntendreAI Joins @moonpay to Build the Agentic Financial Infrastructure We led Entendre's seed on the thesis that every new financial rail requires AI to reconcile, report, audit, and close on top of it. The agentic financial infrastructure needs its own accounting layer. We met @kvreem while he was at CloudKitchens, now Atoms, and before that Workday and WeWork, building the financial systems enterprises depend on. An engineer turned product expert, he built Entendre's AI agents to turn high-volume transaction streams into clean, audit-ready books automatically, doing continuously what used to take analysts and spreadsheets. Now that layer gets to grow at MoonPay's scale, with Kareem joining as VP of Applied AI. Congratulations to Kareem and the Entendre team. We're excited to back the best founders spinning out of the most exceptional cultures, building AI that becomes category-defining infrastructure. More on why we backed Entendre, and the Axios story, below.

News: Neion Bio announces their $23M Series A led by @caffeinatedcap! Neion engineers chickens to lay eggs that produce complex biologic proteins, in days, at a fraction of what a traditional facility costs to build. The why goes beyond cost. Resilient, domestic supply of critical medicines is a national biosecurity question now, and this is one of the few teams actually building toward it. Proud to deepen our relationship since day one with Dimi Kellari, Sam Levin, and the team. More to come! Read the story in @endpts in comments.

News: Announcing Basata's $21M Series A There is perhaps no space more in need of the benefits of AI agents than healthcare. In such a consequential space, the decisions of "what" and "how" to automate are paramount. Basata is building differently, by showing up, sitting with the healthcare administrators doing the work and building around what they actually need. That empathy compounds: Serving 500k+ patients nationwide (100k in the past month alone!). Today we're announcing Basata's $21M Series A in @TechCrunch! Read more about our conviction in Basata here 👉 basisset.com/insights/basata…

Perspectives: Investing in the Open Source Agent Stack (part 2 of 2) The agent era structurally favors open source and it's creating opportunities for founders and investors alike, both in the the infrastructure beneath AI, and in the products built on top of it. Below AI, tools are emerging across security, reliability and agent-native primitives. Above AI, an application layer is emerging, resulting in products that combine models, harnesses, and user experience to own particular workflows or audiences. These layers reinforce each other. As more companies adopt open-source agents (above AI), the demand for security, reliability, memory, and primitives (below AI) grows. As below-the-AI infrastructure matures, it lowers the barrier for more application-layer products to reach production quality. This is the flywheel. Open-source models and harnesses commoditize the foundation. Application-layer companies specialize for audiences. Infrastructure companies make the whole stack reliable. Each layer accelerates the others. The agent era is creating an enormous new market. The companies that win will be the ones that solve the hardest problems at each layer of the stack, for both open and closed ecosystems, with the kind of operational depth that no LLM can generate from scratch. If you are building at any layer of this stack, we would love to hear what you are working on. Check out the full piece from @_changxu in the comments.

Perspectives: The Future of Agents is Open Source (part 1 of 2) The agent era rewards systems over single models, and those systems reward the control that open models bring. The more agentic software becomes, the more valuable openness becomes, not because open source is ideologically pure, but because modular systems compound. As agent harnesses mature, work is decomposing into reusable primitives. Planning. Exploration. Context compaction. Code editing. Bash execution. Verification loops. Memory writeback. Error recovery. It's quickly becoming clear that the best model per primitive is not the best model overall. And having full control over prompts, context and inference, coupled with the ability to fine-tune on your workflows with open models, boosts performance and radically reduces costs. Check out the full piece from @_changxu below.

News: @parasail_io announces their latest $32M Series A Parasail is building the world’s fastest, most cost-efficient AI inference network. We knew they were onto something based on the sheer number of companies that came to us and told us about why they were switching workloads to Parasail. Today Parasail hosts GPUs in 15+ countries and generates over 500 billion tokens a day. Read more about Parasail in their TechCrunch feature 👉 techcrunch.com/2026/04/15/pa…

Jobs: @TigrisData is hiring for a Solutions Engineer and a Developer Relations Engineer! Tigris Data is the storage layer purpose built for AI. Tigris storage scales infinitely, can be shared across any cloud, and provides instant access to all your data, all over the globe. If you're excited about representing Tigris at developer and data community events or helping developers understand and succeed with Tigris, these roles could be a fit! Apply here: jobs.basisset.com/companies/…

Announcement: Applications for the next cohort of Basis Set AI Fellows are OPEN! We're looking for ambitious early-career builders who want to work directly with the Basis Set team and some of the most exciting frontier AI companies in our portfolio 🚀 If you want to build cool stuff, apply today! 👉 bsv.notion.site/Basis-Set-AI…

News: Congrats to @withdaydreamco on their latest $15M Series A Daydream is building the dream team of growth, giving every company access to the sharpest insights and workflows from the best operators across SEO, AEO and growth. We've seen this from the inside out, watching them support @openart_ai as they crossed $70M ARR with <20 people and other category-leading companies like @clay and @zapier. Read more about Daydream, why we backed @thenuka_k at the earliest stage, and the future of growth-as-a-service 👉 basisset.com/insights/daydre…

News: Huge milestone for Neion Bio, announcing our $11M Seed, a major commercial partnership and a feature in the @nytimes! Drug manufacturing is insanely expensive and geopolitically vulnerable in America. Dimi, Sam and team have created a way to make life saving medicines domestically at one-hundredth of their current cost. It sounds like science fiction, but it's not. Read more about Neion and their work leveraging nature's protein factories 👉 basisset.com/insights/neions…

Jobs: @openart_ai is hiring for a Strategic Partnership Manager, an AI Social Content Creator, and a Founding Platform & Reliability Engineer! OpenArt is the leading AI platform for visual storytelling. If you're excited about growing high-impact partnerships, creating compelling AI-powered social content, or owning infrastructure reliability end-to-end, these roles could be a fit! Apply here: jobs.basisset.com/companies/…

Jobs: @NowadaysAI is hiring for a Founding AI Engineer, a Founding Product Designer, and a Founding Software Engineer! Nowadays is the first AI platform for planning corporate events. If you're excited about building AI agents, crafting design systems from scratch, or owning the full stack at an early-stage company, these roles could be a fit! Apply here: jobs.basisset.com/companies/…

Perspectives: Introspection without self-awareness There’s been a lot of discussion around founder introspection lately. But introspection isn’t the bottleneck. Self-awareness is. Most people think they’re self-aware. Few actually are. That’s the problem. Introspection doesn’t create truth, it amplifies whatever model of yourself you already have. So if that model is wrong, introspection becomes a closed loop. You reinforce your own narrative instead of correcting it. Learning only compounds when your self-model is grounded in external reality: data, customer behavior, actual outcomes. Otherwise, you’re just iterating on your own (often biased) interpretation of events — not reality.

Jobs: @onequince is hiring for a VP of Quality, a Sr. Technical Designer and a Global Payroll Manager! Quince delivers premium fashion and home essentials at prices free from retail and supply chain markups. If you're excited about global supply chain quality, garment fit and technical design, or multi-region payroll operations, these roles could be a fit! Apply here: jobs.basisset.com/companies/…

Perspectives: Framing ROI for enterprises When we speak with enterprises buying AI tools, one pattern shows up repeatedly: founders pitch ROI as a cost-savings story but can’t connect it back to the operational realities of an enterprise buyer. Buyers tend to translate AI ROI into specific headcount decisions. Not “this saves 30% on support costs,” but “I won’t need to backfill 12 roles next quarter.” How many roles, in which teams or geographies, and when. One SVP told us he manually took a strategic ROI number from a startup, converted it into the exact number of hires he wouldn’t need to make in each geography, and brought that to his CFO. That got approved. The vendor’s ROI slide deck, full of percentage savings and efficiency metrics, wasn’t as helpful. If you’re a founder selling to enterprises, your product’s ROI model probably has the right math. But if it doesn’t translate into an operational story the buyer can walk into a budget meeting with, you’re forcing them to do the hardest part themselves.

Perspectives: Context is All Your Company Needs The bottleneck to AI productivity isn't intelligence, latency, or cost. It's context. Models are good enough for knowledge work. When AI underperforms, the issue is almost always insufficient context. Yet most enterprise knowledge sits fragmented across tools that were built as data silos for human consumption, not AI agents. The unlock is documenting how decisions are made, not just what was decided. When you capture the reasoning behind choices, you build compounding organizational intelligence that AI can actually leverage. We explore why proprietary knowledge is becoming competitive advantage, and what it looks like to rebuild your company's infrastructure around context. Read more 👉 basisset.com/insights/contex…

News: Congrats to @onequince on their latest $500M Series E from @ICONIQCapital at a $10.1B valuation We're proud to have been first partners to Quince, and investors in every round the company has ever raised. Quince democratizes access to the highest quality products for millions of customers around the world, a direct result of its relentless focus on technology and streamlining supply chains. Read more about Quince and the rise of infrastructure-first consumer 👉basisset.com/insights/beyond…

Jobs: @FlintK12_ is hiring for a Customer Success Engineer! Flint brings AI to K-12 schools, powering personalized learning for teachers and students worldwide. If you're excited about helping schools adopt AI and ensuring they get the most out of the platform, this role could be a fit! Apply here: jobs.basisset.com/companies/…

Jobs: @SpureeOfficial is hiring for a Member of Technical Staff - ML Development (Lead) and a CG Animator! Spuree builds AI world models that turn IP into living 3D worlds for animation and gaming. If you're excited about leading ML development for next-gen 3D content creation and bringing characters to life through CG animation at the frontier of AI-assisted storytelling, these roles could be a fit! Apply here: jobs.basisset.com/companies/…

Jobs: @ItsClearlyAI is hiring for a Security Technical Implementation Lead! Clearly automates design reviews and threat modeling for security teams. If you're excited about leading end-to-end implementation with Fortune 500s and global brands operating inside complex, highly regulated security environments, these roles could be a fit! Apply here: jobs.basisset.com/companies/…

From today's fortune to tomorrow's reality, wishing all founders a bold and transformative 2026! Sending Fire Horse year energy.🧧

Jobs: @Vizcom_ai is hiring for an SDR and Senior AE! Vizcom is building AI creative tools for artists and designers. If you're excited about generating leads and growing Vizcom’s enterprise business across companies like Ford, Hasbro and On Running, these roles could be for you! Apply here: jobs.basisset.com/companies/…

Jobs: @mem0ai is hiring for an Applied AI Engineer, a Senior Research Engineer and a Developer Relations leader. Mem0 is building the memory layer for AI agents. If you're excited about owning OSS repos, fine-tuning and training models or running memory retrieval experiments, these roles could be for you! Apply here: jobs.basisset.com/companies/…

Announcing our $250M Fund IV! In the long run, ground truth is the only thing that compounds under uncertainty. We work with independent-thinking founders who move toward ground truth with maximum, compounding velocity. We are not consensus driven, narrative led, or optimized for comfort. Announcing $250M of additional capital to support founders building real systems to scale. basisset.com/insights/announ…

Basis Set: Perspectives Everyone knows AI is killing per-seat pricing. But without seats, how do you actually come up with your price? The best founders start by finding a proxy for value — a measurable, objective stand-in for the value they help their customers create. Then they model the ROI, test relentlessly and learn how much of that value they can capture. Go deeper into the weeds with us on pricing AI agents here: basisset.com/insights/pricin… @SebBoyer7

Basis Set: Jobs @TigrisData is hiring for engineering roles! Tigris Data is building the modern data platform that simplifies real-time applications at scale. If you love helping developers, whether by meeting them in person to solve architecture challenges or by creating content that helps them build better systems, Tigris is hiring roles made for you. Apply here: jobs.basisset.com/companies/…

Basis Set: Perspectives In supply chain, pain does not equal opportunity. For supply chain startups, it comes down to who you build for. If your value lives only in the cost center that is supply chain, your upside is capped. If it reaches the CEO, your ceiling is infinite. Sell to customers in decline and they’ll pull you down; sell to those with momentum and their tailwinds become yours. Startups that pass both tests don’t guarantee breakout success — but their odds are dramatically higher. Read more here: basisset.com/insights/the-su…

@normativeai is hiring for Account Directors and a Finance Manager! Norm is building regulation-aware AI agents purpose-built for compliance teams. They’re automating compliance processes, making them more efficient, cost-effective, and accurate. Reach out if you’re interested in setting the norms for compliance AI — whether by driving their UK expansion or by architecting the financial systems that will sustain long-term growth. Apply here: jobs.basisset.com/companies/…

@SakanaAILabs is hiring across business ops, design, and engineering roles! Sakana is unlocking the use of nature-inspired methods to advance cutting-edge foundation models. If you’re excited about shaping the future of the field alongside some of the earliest pioneers in Transformers, explore their open roles below! jobs.basisset.com/companies/…

Basis Set: Jobs @PathRobotics is hiring for engineering, customer success, and sales roles! Path is redefining manufacturing with autonomous robotic welding systems that help factories navigate the skilled labor shortage. Their mission: to enable manufacturers to build better, more resilient supply chains powered by intelligent automation. Join the team building the future of robotics and transforming one of the world’s most important industries. More at the link below: jobs.basisset.com/companies/…

@SimularAI is hiring across engineering, marketing and design! Simular is a research-driven company focused on achieving AGI through building agents that work like humans. Each product they’ve launched is a step toward truly autonomous computers, designed to solve real pain points and unlock human potential. Check out more roles below: jobs.basisset.com/companies/…

@FlintK12_ is hiring across product design, product engineering, GTM and customer success! Flint is building the future of K–12 education with tools that empower teachers and engage students. If you’re excited to shape learning products, bring them to market, and support customers driving real classroom impact — we’d love to hear from you. Check out more roles here: jobs.basisset.com/companies/…

Congrats to @ac_edwards_1 , @wellingmax, and the entire @cusp_ai team on the announcement of their latest $100M+ Series A! This ambitious team is delivering groundbreaking AI materials discovery work and unlocking billions in value for some of the largest enterprises in the world, like Hyundai, Kemira and Meta. We’re excited to welcome @NEA @Temasek and more to be a part of the journey, joining some of the best and brightest in AI and beyond like Prof. Geoffrey Hinton, Prof. Yann LeCun, Prof. Kristin Persson, Verity Harding, Martin van den Brink and Lord John Browne.

It does not matter how old you are; founders of all ages can be successful. With limited time to interact with founders before making decisions, investors often over-index on potential signals like age, school, technical credentials and experience. Unfortunately, this heuristic often biases investors towards people already within their network and similar to themselves. Read more about the signals that are actually predictive of founder success  → basisset.com/insights/what-m…

Quince is hiring new roles across finance, procurement and AI workflows — a very unique opportunity to work on AI agents at scale in the real world! @onequince is reinventing everyday luxury — offering high-quality fashion, home and lifestyle goods at radically affordable prices. See more open roles below: jobs.basisset.com/companies/…

@workstream_us is growing their team and hiring roles across rev ops, sales, content and more. Workstream is the modern, all in one Payroll, HR and Compliance solution for businesses and their hourly workers. Serving customers like McDonalds, Ace Hardware, Subway, FedEx and more, Workstream is bringing AI to local businesses around the world. Check out their latest openings below and apply! jobs.basisset.com/companies/…

Running open source models is a great way to save costs while maintaining high performance. But deploying open source models in production and swapping them in and out is often prohibitively cumbersome. In this article, @Rachel_S_Wong talks about how we overcame GPU memory limits and why @parasail_io made rapid, low-cost experimentation possible. Read more below! basisset.com/insights/the-fi…

Basis Set - Jobs @UnitaryAI is hiring a Senior Enterprise Account Executive! Unitary is redefining how companies run their operations. Their virtual agents combine AI and expert humans to deliver entire workloads with human-level precision — Faster, at radically more scalable costs and without the complexity. If you're passionate about AI and want to work with a team that got their start thinking about the black hole information paradox, explore their open roles. More below! jobs.basisset.com/companies/…

Basis Set: Perspectives Advisors were a key unlock that helped @SebBoyer7 secure his first 12 customers in the challenging and often slower moving agriculture industry. But what makes a high value advisor for an early stage startup? What’s the right equity incentive structure, vesting and expectations? And what’s the best way to engage advisors to maximize value creation? Learnings around these questions and more in — How I Learned to Sell a Dozen Large Deals as a Technical Outsider. Read more below… basisset.com/insights/how-i-…

Basis Set - Jobs @spice_ai is hiring for engineering and developer relations roles! Spice is building the future of intelligent apps by making it easy to integrate AI and time-series data into software. Join the team shaping real-time, AI-powered applications across industries. Check out open roles here: jobs.basisset.com/companies/…

Basis Set - Jobs @SnapprAI is hiring for new product and marketing roles! Snappr is the one-stop-shop for visual content creation, trusted by 53% of the Fortune 500. From on-demand photoshoots and editing to automating massive visual AI workflows. Whether you need a single gallery of images or millions, Snappr can power it. Explore these open roles at the link below. jobs.basisset.com/companies/…

Basis Set: Perspectives The most important AI products haven’t been built yet. Founders who learn to ship through this moment will define what comes next. In the article below, @JohnMannes writes about how in AI, first-mover advantage is overrated. We’re still in the prototype era — where the winners will be the ones who can ship fast, learn faster and survive long enough to define the future. When you can scale to 100m users/ARR in months, what isn’t possible? Read more below! basisset.com/insights/you-do…

@normativeai is hiring for exciting new roles! They’re on a mission to turn complex regulations into AI-powered agents that help businesses stay compliant, move faster and scale with confidence. Join a team shaping the future of Regulatory AI. Explore these open roles at the link below. jobs.basisset.com/companies/…