Emergence Capital

We partner with founders transforming the way the world works. Subscribe to our monthly newsletter, Surfacing, at

[Emergence Capital @emergencecap]

Open weights are ultimately about choice.

Which model you use. Where it runs. How you customize it. How much control you keep.

@arcee_ai on why giving builders that choice is central to what they're building: https://t.co/fnvBS7hrXL

[Emergence Capital @emergencecap]

Stablecoins, instant payments, FedNow, private networks. Which rails will actually define the next era of payments?

Emergence GP @Carlottasini joins Circle’s Nikhil Chandhok + TabaPay’s Rodney Robinson at @TechCrunch Disrupt.

#Disrupt2026

[Emergence Capital @emergencecap]

At the limit, AI-native services companies start to look like insurers. Guaranteeing the outcome and underwriting the risk becomes the business.

@jakesaper in @WIRED →

https://t.co/mmkDpzLij5

[Emergence Capital @emergencecap]

Congrats to @genspark_ai on @FastCompany's 2026 Next Big Things in Tech recognition.

The impact of Genspark, and its vision to change the way people work, has been clear from the start. Its AI agent Genspark Claw is dubbed as the first “AI employee,” and empowers users to delegate work through a simple message, execute multi-step tasks across software, and return a finished result.

Read more about Genspark in Fast Company: https://t.co/gkRN8VUxpF

[Olivia Moore @omooretweets]

🚨 The @a16z Consumer AI Top 100 is back - but this time, it's 150!

We added revenue data from @yipitdata to track how consumers are spending not just time, but money, on AI.

The result? A story of heavy concentration among AI's power users. Our takeaways 👇

[Emergence Capital @emergencecap]

Five frontier launches in ten days. Every single one led with a leaderboard.

@thejoefloyd on what they all left out. September newsletter → https://t.co/9QkgZrxjCU

[Emergence Capital @emergencecap]

Full episode 🎧 https://t.co/lXsjisqgpe

[Emergence Capital @emergencecap]

For AINS companies, domain credibility isn’t optional. If you’re selling the service, trust has to be earned before the sale.

@jakesaper joined @GainsightHQ on [Un]Churned to explain why investors care, and what founders can do when credibility is missing.

[Emergence Capital @emergencecap]

The benchmark said 99.9%. The benchmark's own operators got 62.7%.

@thejoefloyd on what that gap actually means and why cost per completed task is the number enterprise AI lives or dies on.

September newsletter → https://t.co/9QkgZrxjCU

[Emergence Capital @emergencecap]

Mirage PMF can look a lot like success: fast-growing revenue and happy customers, while humans still deliver most of the service.

For an AINS company, @jakesaper argues AI should perform the majority of the work—driving 50–70% gross margins. Hear more on [Un]Churned with Josh Schachter.

Full episode: https://t.co/PT1YIR0aPB

[Emergence Capital @emergencecap]

The SaaS recovery isn’t happening evenly.

The fastest-growing software companies have bounced back more strongly, while the rest of the market has seen a more measured recovery.

Another sign of a more discerning market.

[Emergence Capital @emergencecap]

Congrats to @Federato_AI cofounders @willR_leopold, William Steenbergen and team alongside @HarperInsure cofounders @DakotahRice, @TusharNair and team on being named to CB Insights’ 2026 Insurtech 50, which honors the world’s most promising startups.

https://t.co/cn69QxwtZG

[Emergence Capital @emergencecap]

@andocorporation @saradu TechCrunch exclusive: https://t.co/FnM4UPAcKT

[Emergence Capital @emergencecap]

Everyone has an agent. Let’s get them in the same room.

@andocorporation is building team communication for humans and AI agents to share context, coordinate, and get work done together.

Read why we’re backing @saradu and the team in their $20M seed: https://t.co/fITKQKMUyV

[Tech Funding News @TFNBreakingNews]

💰Verda has raised $189 million in an oversubscribed Series B funding round.
https://t.co/cNr0R8rnnk @emergencecap led the round with other investors being @Supermicro, @mufgcr_official, Varma, a Nordic pension fund, @LifelineVC, 6 Degrees Capital, @byFounders, and Tesi.
#ai #finland #eutech #funding #startups #innovation #investment #technology #vcfunding

[Emergence Capital @emergencecap]

Axios exclusive: https://t.co/fVadgf1x2A

[Emergence Capital @emergencecap]

More often than not, mortgage decisions hinge on a phone call.

Sela is building voice AI trained on tens of millions of mortgage calls to help lenders turn more calls into funded loans.

We backed the team early. We’re backing them again: https://t.co/LqBfeexeYo

[Emergence Capital @emergencecap]

Bloomberg exclusive: https://t.co/ZDhYy9EfQG

[Emergence Capital @emergencecap]

GPU clouds typically finance chips on debt and bet on utilization and rental rates holding up.

@verdacloud hit a $165M run rate in July, cash-flow positive, on renewable Nordic power.

Today Emergence is leading Verda's $189M Series B at $1B+.

Together, Arcee, now Verda: the full open-AI stack, down to the metal.

Why we invested: https://t.co/okca8Bq23X

[Emergence Capital @emergencecap]

Construction software should fit the work, not fight it.

@AdaptiveBuilds is bridging the jobsite and the books with AI that unites the full financial picture.

Project accounting is just the start. We’re backing the team again in its $30M Series B: https://t.co/ddHsuHdFcT