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▶ 33:29 · $EQUALS · Equals hits 750K MAU, 35 min/day engagement, Universal Music deal for music social network
episode briefing
Scaling Europe

OnStage Demo Day 2026

2026-06-03 · 16 company · 5 thematic
sentiment
16 bull0 bear0 neu
speakers
jocelyn

Former maths teacher and high school vice principal who entered data annotation via freelance work, founded Po Dexter Labs to fix broken annotation workflows, raised seed led by Episode 1.

den hendren

Founded Council to build a self-maintaining context layer for legal AI, achieving 5x revenue growth in 120 days, profitability, and three acquisition offers from major legal AI companies.

jean

Former deep tech VC investor and repeat climate entrepreneur, co-founded Bubble Robotics with NASA robotics expert Patricia to build autonomous underwater workforce for offshore wind and security.

fazan

Founded Labake to create a foundational data layer for life science labs that captures records directly from the physical world, solving the structural gap in research traceability.

sam

Founded Tailgas to deploy modular biogas upgraders using proprietary simulation tools that are 10x faster and cheaper, targeting UK energy independence and net zero goals.

gwen

Leads a team of Cambridge engineers and physicists with 50 years combined experience building materials intelligence for physical AI via compound encoders on camera systems.

quote
“Today, Equals has 750,000 monthly active users, up from 100,000 at the end of 2025. We're growing 10% week on week, and our users are obsessed with our product. The average Equals user spends 35 minutes a day on our app. That's higher than…”
—isaac
now playing · $EQUALS
$PO-DEXTER-LABSbullish· high· posjocelyn
Po Dexter Labs targets broken data annotation workflows with $1.6M revenue in six months
Po Dexter Labs replaces legacy autonomous vehicle data workflows with a high-trust, transparent platform for AI data annotation, already generating $1.6M revenue from competitors…
$COUNCILbullish· high· posden hendren
Council builds self-maintaining context layer for legal AI, 5x revenue in 120 days
Council captures full institutional knowledge of law firms (emails, files, meetings) to power autonomous legal agents, achieving 5x revenue growth in 120 days, profitability, and…
$BUBBLE-ROBOTICSbullish· high· posjean
Bubble Robotics deploys autonomous underwater robots for offshore wind, $45M pilot ARR
Bubble Robotics replaces ship-based offshore inspection with persistent autonomous underwater robots, delivering 10x better data at 10x lower cost and 90% less CO2, with pilot cus…
$LIABILICSbullish· high· posunknown
Liabilics automates motor claims analysis with AI, 3D vision and physics simulation
Liabilics reconstructs crash scenes in 3D from photos to simulate dynamics and assess liability and injuries, live with two major insurers across Germany, Italy, Spain and expandi…
$LABAKEbullish· high· posfazan
Labake builds foundational data layer for life science labs capturing physical-world records
Labake creates a system of record for research materials where capture happens directly from the physical world, making traceability and data integrity an architectural property r…
$TAILGASbullish· high· possam
Tailgas cuts biogas purification cost and time 10x with proprietary simulation tools
Tailgas designs modular biogas upgraders using proprietary simulation tools that are 10x faster and cheaper, targeting UK energy independence and net zero goals with first commerc…
$PROSPECTRALbullish· high· posgwen
Prospectral enables materials intelligence for physical AI with compound encoder on cameras
Prospectral adds a compound encoder to camera systems to capture material composition data, enabling physical AI to understand what the world is made of, with two patents filed, p…
$MORANGObullish· high· posunknown
Morango automates hard R&D from prompt to rocket design, YC summer batch, 2x oversubscribed pre-seed
Morango builds an AI-native platform to automate aerospace and defense R&D from prompt to complete design, targeting space-based infrastructure and manufacturing, with pre-seed 2x…
$CODEWALLbullish· high· pospaul
Codewall's AI hacking agents break into enterprises for $20, 9 paying design partners in 8 weeks
Codewall deploys autonomous AI hacking agents that continuously test enterprise systems for $20 in token costs, replacing slow human-led pentesting with nine paying design partner…
$PACIFICbullish· high· posunknown
Pacific builds AI digital twins of organizations to unlock tacit knowledge and process efficiency
Pacific maps organizational processes, expertise, and time allocation by engaging all employees and linking data sources, then builds automations to break silos and de-risk single…
$THRADbullish· high· posandrea
Thrad serves millions of ads daily inside LLMs with Binance, Warner Music, Monopoly Go as customers
Thrad builds advertising infrastructure for AI companies to monetize via ads and brands to advertise inside LLMs, bootstrapped to millions of ads per day with enterprise customers…
$DRAGONFLYbullish· high· posunknown
Dragonfly maps the software world to guide leaders through AI adoption overwhelm
Dragonfly matches internal company context (tools, people, spend, AI adoption) with external vendor capabilities to guide software purchasing decisions, addressing the problem tha…
$OSPREY-SECURITYbullish· high· posnate dunning
Osprey Security uses AI to detect malicious open source packages, 2 per minute in 2026
Osprey's AI/ML pipeline scans open source packages for hidden malicious behaviors, addressing the explosion from 2 malicious packages per day to 2 per minute, with North Korea ext…
$EQUALSbullish· high· posisaac
Equals hits 750K MAU, 35 min/day engagement, Universal Music deal for music social network
Equals builds a music-centric social network with 750K MAU growing 10% WoW, 35 min/day engagement (higher than Instagram/Snapchat), full catalog licensing with Universal Music, Ap…
$SERVAbullish· high· posmatt
Serva designs personalized oncology drugs from blood droplet in hours, already dosing patients
Serva uses AI models trained on proprietary data to design personalized oncology drugs under single-patient INDs, moving from blood droplet to treatment in hours, already dosing p…
$JACK-AND-JILLbullish· high· possaras mihan
Jack and Jill deploys 200K AI recruitment agents, raises $20M seed from Creandum, targets billion users
Jack and Jill operates dual AI agents (Jack for candidates, Jill for companies) that negotiate matches directly, deploying 200K agents with a $20M seed from Creandum, aiming for 1…