Nebius is building a vertically integrated next-generation hyperscaler for the AI era, owning data centers, server racks, and software stack, positioned to capture exponential inf…

Radix Arc, founded by the inference team from xAI, represents a pure-play inference software provider — a critical layer as the market shifts from training to inference at scale.

Accel led Facebook's 2005 Series A and bought secondary at ~$20B valuation in 2008, modeling a $100B+ outcome (5x) — which dramatically undershot the actual outcome; they sold too…

Anthropic is one of the iconic breakout AI companies where Accel is reflecting conviction through really sizable growth-stage investments, viewing it as a definitional company of…

Supabase has become the default backend database for AI agent workflows, growing 350% at hundreds of millions ARR with 9M developers (up from <1M), driven by AI-optimized develope…

Vercel is a developer-first platform benefiting from the same AI-optimization dynamic as Supabase — agents default to tools with the best developer experience, making Vercel a key…

Linear is experiencing a spike in workspace creation driven by agentic workflows, positioning it as a choke point for project management in the AI-driven development stack.

Lovable represents the application layer of the agentic shift, where AI agents drive downstream tool creation; Accel's conviction was emboldened by seeing interconnected adoption…

Cursor sits at a critical choke point where AI agents make decisions about downstream workflow creation and tool recommendations, making it a primary beneficiary of the agentic sh…

Cyera pivoted from data security to AI security as data became the fuel for AI; Accel co-led Series A, led Series B and D, backing founder Yoav's unique grit and sales ability, no…

CrowdStrike is one of the few security platforms that will accrue most value in the AI era by natively incorporating AI security (e.g., Mythos) into its platform, with stock alrea…