overheard at dinner once "it wouldnt be surprising if fira health (now adaptive) became the most valuable health tech company in the world"
onwards!! ๐ฅ
Excited to share Adaptive Innovationโs (@joinadaptive) $50M Series A led by @felicis and $10M Seed led by @BainCapVC.
Adaptive is an AI-native healthcare provider rebuilding the way care is delivered in America, starting with home health
I like running my AC and heater at the same time. It produces a composite temperature effect I call "wold" for warm+cold which hits different than a purebred temp. The European mind cannot comprehend the subtle pleasure of wold
being an early adopter of devin is one of my flexes
at one point had more devin PRs merged than rest of team combined
congrats on the momentum, forever bullish!!
1/ Weโve raised over $1B at a $26B valuation, led by @Lux_Capital, @generalcatalyst, and @8vc.
Our enterprise usage has grown >10x since the start of this year, and our run-rate revenue grew to $492 M.
We launched Devin two years ago as the first AI software engineer. Since then, cloud agents have gone from niche to mainstream, and today they are the fastest growing way to create software.
Three things Iโm underwriting hardest in 2026:
-AI applied to industrial throughput.
-autonomous defense + space robotics
-clinical-stage biotech where AI compresses trial timelines. Everything else feels crowded