Private Markets, Angel and Secondary Investing, Sacra

Sacra

Private Markets, Angel and Secondary Investing

Bringing transparency to private markets so investors, founders, and employees can build on conviction. Sacra delivers deeply researched insights on the private companies shaping tomorrow's markets. By surfacing the data, context, and operator perspective that are missing from private markets today, we help secondary buyers and sellers price equity accurately and unlock liquidity for the people building these businesses.

Private Capital Markets

<ul><li>The once-open web that Google first indexed in the late 90s is fragmenting into a patchwork of walled gardens, with AI companies forging data partnerships to guarantee their ability to scrape the most valuable media and news content, from Conde Nast (OpenAI) to TIME (Perplexity) to Axel Springer (Microsoft) to Reddit (Google).</li><li>With every company launching AI apps based on proprietary data, AI-native search API companies like Exa (Lightspeed, $22M raised), Tavily (14K GitHub stars), Jina AI (Canaan Partners, $39M raised) and Perplexity have become a key component of the retrieval-augmented generation (RAG) stack alongside vector databases like Pinecone (A16Z, $138M raised), enabling companies to supplement their data with data from the public web.</li><li>Our customers often bring their own LLM and prompt. We definitely think about those things too, but the vast amount of the value of our whole search system comes from the retrieval, not from the LLM.</li></ul>

The once-open web that Google first indexed in the late 90s is fragmenting into a patchwork of walled gardens, with AI companies forging data partnerships to guarantee their ability to scrape the most valuable media and news content, from Conde Nast (OpenAI) to TIME (Perplexity) to Axel Springer (Microsoft) to Reddit (Google).With every company launching AI apps based on proprietary data, AI-native search API companies like Exa (Lightspeed, $22M raised), Tavily (14K GitHub stars), Jina AI (Canaan Partners, $39M raised) and Perplexity have become a key component of the retrieval-augmented generation (RAG) stack alongside vector databases like Pinecone (A16Z, $138M raised), enabling companies to supplement their data with data from the public web.Our customers often bring their own LLM and prompt. We definitely think about those things too, but the vast amount of the value of our whole search system comes from the retrieval, not from the LLM.

Will Bryk, CEO Of Exa, On Building Search For AI Agents

<ul><li>Companies like Ramp, Notion and Databricks take outputs from frontier models like OpenAI’s GPT-4 and use them to fine-tune smaller, cheaper and faster open source models like Mistral and Llama 3.1, reducing their costs by 90% for specific, repetitive tasks.</li><li>Fine-tuning platforms like OpenPipe ($6.7M raised), Predibase (Felicis, $28.5M raised) and Airtrain AI (Y Combinator, $3.2M raised) unbundle fine-tuning from the LLMs and rebundle it with MLOps, combining a software development kit (SDK) for collecting prompt-completion pairs with model training, eval, and deployment to launch and rapidly iterate on fine-tuned models.</li><li>We recognized that fine-tuning could greatly enhance capabilities and reliability, but it typically required having a specialist on staff. We realized that if we built the right workflow tool, we could replace that specialist and make it possible for anyone proficient in prompt engineering to successfully build a fine-tuned model.</li></ul>

Companies like Ramp, Notion and Databricks take outputs from frontier models like OpenAI’s GPT-4 and use them to fine-tune smaller, cheaper and faster open source models like Mistral and Llama 3.1, reducing their costs by 90% for specific, repetitive tasks.Fine-tuning platforms like OpenPipe ($6.7M raised), Predibase (Felicis, $28.5M raised) and Airtrain AI (Y Combinator, $3.2M raised) unbundle fine-tuning from the LLMs and rebundle it with MLOps, combining a software development kit (SDK) for collecting prompt-completion pairs with model training, eval, and deployment to launch and rapidly iterate on fine-tuned models.We recognized that fine-tuning could greatly enhance capabilities and reliability, but it typically required having a specialist on staff. We realized that if we built the right workflow tool, we could replace that specialist and make it possible for anyone proficient in prompt engineering to successfully build a fine-tuned model.

Kyle Corbitt, CEO Of OpenPipe, On The Future Of fine-tuning LLMs

AI and Global Deep Tech, Mint Finance

Uttkarsh Kohli

AI and Global Deep Tech

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Equity Bottom-Up

<ul>
<li>Never a pioneer, instead a perfectionist in delivering mind bending experience. That’s what Apple has stood for traditionally. Can it repeat the act in the Gen AI era? </li>
<li>Siri to have advanced language comprehension and Writing Tools to deliver useful features to drive convenience and productivity. </li>
<li>Private Cloud Compute ensures user data remains encrypted and secure. Reflects Apple's commitment to privacy amidst growing concerns surrounding data misuse.</li>
</ul>


Never a pioneer, instead a perfectionist in delivering mind bending experience. That’s what Apple has stood for traditionally. Can it repeat the act in the Gen AI era? 
Siri to have advanced language comprehension and Writing Tools to deliver useful features to drive convenience and productivity. 
Private Cloud Compute ensures user data remains encrypted and secure. Reflects Apple's commitment to privacy amidst growing concerns surrounding data misuse.


Will Apple Intelligence Drive IPhone Maker past USD 4 Trillion in Market Cap?

Podcast by CEO, Norges Bank Investment Management, In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Podcast by CEO, Norges Bank Investment Management

The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See https://www.acast.com/privacy-policy for more information.

<ul>
<li>Anthropic is releasing a new, highly intelligent and powerful model in the near future</li>
<li>Developments in interpretability of AI models are progressing, allowing for greater understanding of decision-making processes</li>
<li>Progress in understanding AI models is happening rapidly, but keeping pace with the complexity of new models remains a challenge</li>
</ul>
<p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>


Anthropic is releasing a new, highly intelligent and powerful model in the near future
Developments in interpretability of AI models are progressing, allowing for greater understanding of decision-making processes
Progress in understanding AI models is happening rapidly, but keeping pace with the complexity of new models remains a challenge

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Dario Amodei CEO of Anthropic: Claude, New Models, AI Safety and Economic Impact

<ul><li>As the cost of AI models continues to plummet, companies like Wistia are integrating AI capabilities across their products, offering features like transcription for free.</li><li>AI-powered avatar videos are seeing the highest adoption in sales and marketing use cases, where personalization at scale is valuable but recording individual videos is impractical.</li><li>Incumbents may be at risk if AI fundamentally changes the customer problems that can be solved, but they can also use their resources and distribution to capitalize on AI if they move quickly enough.</li></ul>

As the cost of AI models continues to plummet, companies like Wistia are integrating AI capabilities across their products, offering features like transcription for free.AI-powered avatar videos are seeing the highest adoption in sales and marketing use cases, where personalization at scale is valuable but recording individual videos is impractical.Incumbents may be at risk if AI fundamentally changes the customer problems that can be solved, but they can also use their resources and distribution to capitalize on AI if they move quickly enough.

United States

OpenAI, L.P. operates as a software company. The Company specializes in AI research and deployment that aims to ensure that artificial general intelligence benefits all of humanity. OpenAI serves customers worldwide.

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OpenAI (2193707D US)

Will Bryk, CEO Of Exa, On Building Search For AI Agents

Tell us about Exa—what was the key insight that led you to start the company and set out to redesign search for AI agents...

Sacra

Kyle Corbitt, CEO Of OpenPipe, On The Future Of fine-tuning LLMs

Tell us about OpenPipe—what was the key insight that led you to start the company and focus on fine-tuning...

Sacra

Will Apple Intelligence Drive IPhone Maker past USD 4 Trillion in Market Cap?

Apple has made history yet again as the first firm with a market cap surpassing $3.5 trillion. Apple was late to join the AI game, yet it has...

Mint Finance

Dario Amodei CEO of Anthropic: Claude, New Models, AI Safety and Economic Impact

Anthropic is developing a new highly intelligent and powerful AI model with a focus on interpretability, which is crucial for identifying bias,...

In Good Company with Nicolai Tangen

AI And The Future Of Video

As quickly as AI changed the way knowledge workers write and do research, it's changed how we make videos...

Sacra

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52-week Range

Market Cap (USDm)

P/E

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Will Bryk, CEO Of Exa, On Building Search For AI Agents

Tell us about Exa—what was the key insight that led you to start the company and set out to redesign search for AI agents...

Sacra

Kyle Corbitt, CEO Of OpenPipe, On The Future Of fine-tuning LLMs

Tell us about OpenPipe—what was the key insight that led you to start the company and focus on fine-tuning...

Sacra

Will Apple Intelligence Drive IPhone Maker past USD 4 Trillion in Market Cap?

Apple has made history yet again as the first firm with a market cap surpassing $3.5 trillion. Apple was late to join the AI game, yet it has...

Mint Finance

Dario Amodei CEO of Anthropic: Claude, New Models, AI Safety and Economic Impact

Anthropic is developing a new highly intelligent and powerful AI model with a focus on interpretability, which is crucial for identifying bias,...

In Good Company with Nicolai Tangen

AI And The Future Of Video

​​As quickly as AI changed the way knowledge workers write and do research, it's changed how we make videos...

Sacra

As quickly as AI changed the way knowledge workers write and do research, it's changed how we make videos...