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Companies
Every company deep-dive across all sectors.
| Company | Sector | Stage | Valuation | Conviction |
|---|---|---|---|---|
| Abridge | AI in Healthcare | late-stage | ~$5.3B | medium |
| Isomorphic Labs | AI in Healthcare | venture | ~$2.5B (raising) | watch |
| Tempus AI | AI in Healthcare | public | ~$7.7–9.0B | high |
| Waystar | AI in Healthcare | public | ~$7.5B market cap (post-IPO, 2024 range) | high |