Dylan Reider

[Dylan Reider @dylan_reider]

I’m really excited to share today that I’m joining @qualitateio !

Two years ago, I led the first financing into Qualitate on behalf of Crew Capital. Today, Qualitate comes out of stealth, announcing its $7M seed financing led by Crew Capital and IA Ventures.

When I first met @S_Kadakia , Qualitate was just an idea in a pitch deck. But when he explained his vision for Qualitate, it immediately clicked. I’ve spent the last decade as an investor and analyst across both private and public markets. The throughline in my career has been primary research - how to get an informational edge that can drive conviction in an investment thesis.

Over the last 30 years, expert networks have grown as a dominant way enterprises and investment firms have tried to get that edge. But like so many industries, AI has made expert networks obsolete.

Qualitate is creating a new category of primary research for the AI era: continuous intelligence.

Our AI moderator interviews experts across the economy and aggregates their insights into the world's largest structured database of primary intelligence, and it compounds with every new conversation.

That's the foundation. On top of it, customers can embed Qualitate's data into their own tools and systems, combining our data with their data to power end-to-end research workflows, like interviewing experts, interviewing employees, generating executive briefings, and analyzing potential investments.

Qualitate helps companies understand not just the world around them, but what’s happening in their own company as well. All powered by the world’s largest structured database of primary research.

I’ll stay on as an advisor to Crew, and nothing changes with the portfolio companies whose financings I led or the boards I'm a part of.

After a decade of evaluating companies from the outside, as we stand on the precipice of the biggest tech cycle of our lifetimes, I wanted to help build an AI company. And after two years of working with Sagar, it’s clear Qualitate was the one. The team he has assembled is incredible, and I’m excited to be joining them as VP of Operations.

[Sagar Kadakia @S_Kadakia]

Introducing Qualitate.

AI built for primary intelligence. 

Qualitate conducts thousands of expert discussions each month, delivering structured intelligence for the world’s leading investment firms and enterprises.

Here's how:

[Sagar Kadakia @S_Kadakia]

Everything we do at @qualitateio is primary intelligence.

We're not web scraping data or licensing data. We are going out there and capturing insights directly from buyers, key decision-makers, experts, resellers - people who are deeply involved in evaluating, managing, using, and selling these solutions.

Whether it's cybersecurity, healthcare IT, payment tech, clinical trial software, we're talking to the people closest to the market.

It's all primary, proprietary data - not commoditized.

[Sagar Kadakia @S_Kadakia]

Caught this great convo between @MikeDroesch from Bessemer Venture Partners and @picnoulos on voice AI's potential

Mike gave Qualitate a thoughtful shoutout on the podcast - worth a listen to the full clip

"Qualitate uses voice AI agents and goes and does 200 expert network calls over the course of a weekend, and you show up on a Monday and you've got all of this perfectly compiled feedback."

There's going to be a huge bifurcation in the next 12 months: firms running a couple of expert calls a week vs. firms running hundreds of calls a month through Qualitate

Continuous expert intelligence > one-off calls

[Dylan Reider @dylan_reider]

@nicoaferr @withdefault @8vc @owner @AirbyteHQ Congrats Nico!

[Dylan Reider @dylan_reider]

With $NOW down 58% over the last yr, thought this would be a great time to ask the @qualitateio AI Research Analyst about if it's losing share to the AI labs

In short:
- Not losing share in core markets like ITSM
- AI labs largely complementary in $NOW core product categories
- For new budgets like agents, $NOW is underperforming
- Limited cases of outright displacement

[Sagar Kadakia @S_Kadakia]

In April 2024, @qualitateio was 4 people and a lot of conviction.

We've since out-grown offices 3 times.

What hasn't changed is our culture. We work intensely, we work collaboratively, and we’re operating at the cutting edge of voice AI tech, data infrastructure, and large-scale primary research. Every person here touches the product vision.

Join us - we’re hiring across engineering, sales, and talent: https://t.co/ctzCZN5xYE

[Dylan Reider @dylan_reider]

@vvkgopalan

[Dylan Reider @dylan_reider]

Is software alive?!

$TEAM up 25% AH

- Raised FY26 guidance to 24%, up from 22%
- Rev growth 32% vs 23% last Q
- Cloud revenue +29% Y/Y vs 26% last Q
- Non GAAP OM 34%, vs 27% last Q

[Dylan Reider @dylan_reider]

Great example of the power of Qualitate's platform

When Anthropic beats OpenAI, why?

Why does OpenAI win when they beat Anthropic?

Check out the demo below

[Sagar Kadakia @S_Kadakia]

We've now run 1,500+ AI-moderated discussions with senior decision-makers on @OpenAI and @AnthropicAI. That's the largest library of its kind, and it's growing every week.

Every discussion is fully structured, so you can filter by spending trajectory, enterprise size, vertical, region, and more. And because they're structured, you can actually quantify what buyers are telling you instead of stitching together anecdotes from one-off calls.

Some of the questions our customers are answering right now:

- Why is OpenAI losing enterprise deals to Anthropic? And where does Anthropic lose back?
- How do large enterprises actually evaluate foundation model providers?
- Where are budgets increasing, and how does pricing factor into the decision?

You can summarize across discussions with full sourcing back to individual conversations. And when you need something custom, you can launch your own calls through the @qualitateio platform.

[Dylan Reider @dylan_reider]

Market is going to be a bloodbath today

Then will rip back once it remembers

How much the models have improved since 2025

And how compute constrained the labs, esp Anthropic, still are

[Negligible Capital @negligible_cap]

*OPENAI MISSED '25 REV TARGET FOR CHATGPT: WSJ

Wow. OpenAI not only missed their 2025 revenue target, but they also missed their goal of reaching 1B weekly active users according to WSJ

CFO Sarah Friar also reportedly told company leaders that she’s worried the company won’t be able to meet their spending commitments if revenue doesn’t grow faster.

“OpenAI missed an internal goal of reaching one billion weekly active users for ChatGPT by the end of last year, according to people familiar with the goals. The company still hasn't announced that milestone, unnerving some investors.

It also missed its yearly revenue target for ChatGPT as well after Google's Gemini saw massive growth late last year and ate into OpenAI's market share, the people said. The company has also struggled with defection rates among subscribers, according to people familiar with those figures.”

[Dylan Reider @dylan_reider]

@badgalgge @getavoca @thetysonchen @apurvas96 @AmplifyPartners @dauber Congrats Grace! Avoca is an awesome company

[Dylan Reider @dylan_reider]

@S_Kadakia @qualitateio @wiz_io https://t.co/BqdC7ZGeNO

[Dylan Reider @dylan_reider]

AI is a new threat vector for security teams and will drive massive up-sell opportunity for existing platforms like Wiz

The opportunity for security startups is to capture that spend before the platforms do

And use that wedge to become a platform themselves - or get acquired

[Dylan Reider @dylan_reider]

AI is a new threat vector for security teams and will drive massive up-sell opportunity for existing platforms like Wiz

The opportunity for security startups is to capture that spend before the platforms do

And use that wedge to become a platform themselves - or get acquired

[Isabelle Lowe @ibselles]

@Google completed its $32B acquisition of Wiz in March. Today, Wiz is tied for the #1 most-evaluated AI security provider.

Over 75% of customers using Wiz in our tracked AI security markets plan to increase their next twelve month spend, based on our 1H’26 study.

Buyers already using Wiz for cloud security are extending into AI workloads:

[Dylan Reider @dylan_reider]

https://t.co/wNvp3efUa0

[Dylan Reider @dylan_reider]

@yrechtman It’s 2026. butcher shops now only hire hot people and slop cannons

[Dylan Reider @dylan_reider]

@achint008 @qualitateio Jeff is the man

[Dylan Reider @dylan_reider]

We’re hiring across sales, engineering, and talent

Come build the world’s first continuous intelligence system

[Sagar Kadakia @S_Kadakia]

The response has been overwhelming to @qualitateio's launch.

A massive thank you to this incredible team.

We’re hiring fast to build the future of research:

[Dylan Reider @dylan_reider]

@itsjuliaknight @nicholasnlawton @S_Kadakia @qualitateio There is probably a @Kalshi market in that

[Dylan Reider @dylan_reider]

coding is top use case in AI, and xAI is the only independent lab without a coding product

SpaceX/Cursor deal is a prelude to spin xAI+Cursor out

Cleans SpaceX’s financials for the public markets and creates a more commercially viable / competitive frontier lab

[Dylan Reider @dylan_reider]

@amosk1120 @qualitateio thank you Alex !

[Dylan Reider @dylan_reider]

I’m really excited to share today that I’m joining @qualitateio !

Two years ago, I led the first financing into Qualitate on behalf of Crew Capital. Today, Qualitate comes out of stealth, announcing its $7M seed financing led by Crew Capital and IA Ventures.

When I first met @S_Kadakia , Qualitate was just an idea in a pitch deck. But when he explained his vision for Qualitate, it immediately clicked. I’ve spent the last decade as an investor and analyst across both private and public markets. The throughline in my career has been primary research - how to get an informational edge that can drive conviction in an investment thesis.

Over the last 30 years, expert networks have grown as a dominant way enterprises and investment firms have tried to get that edge. But like so many industries, AI has made expert networks obsolete.

Qualitate is creating a new category of primary research for the AI era: continuous intelligence.

Our AI moderator interviews experts across the economy and aggregates their insights into the world's largest structured database of primary intelligence, and it compounds with every new conversation.

That's the foundation. On top of it, customers can embed Qualitate's data into their own tools and systems, combining our data with their data to power end-to-end research workflows, like interviewing experts, interviewing employees, generating executive briefings, and analyzing potential investments.

Qualitate helps companies understand not just the world around them, but what’s happening in their own company as well. All powered by the world’s largest structured database of primary research.

I’ll stay on as an advisor to Crew, and nothing changes with the portfolio companies whose financings I led or the boards I'm a part of.

After a decade of evaluating companies from the outside, as we stand on the precipice of the biggest tech cycle of our lifetimes, I wanted to help build an AI company. And after two years of working with Sagar, it’s clear Qualitate was the one. The team he has assembled is incredible, and I’m excited to be joining them as VP of Operations.

[Sagar Kadakia @S_Kadakia]

Introducing Qualitate.

AI built for primary intelligence. 

Qualitate conducts thousands of expert discussions each month, delivering structured intelligence for the world’s leading investment firms and enterprises.

Here's how:

[Dylan Reider @dylan_reider]

@TaherHassonjee @qualitateio ha thanks Taher!