TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
←

antonio mallia

T2 · manager / operator

Founder and CEO of Seltz, building web search infrastructure for AI models; background in information retrieval research and academia.

3 calls·3 names·100% bull·last heard 2 months ago·Scaling Europe
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$SELTZSeltzposition

Seltz raises $12.5M seed to rebuild web search stack for AI models

Traditional search engines built for humans fail AI models which need parallel query execution, engineered context, and retrieval signals for trustworthy agentic workflows, requiring a full-stack rebuild from crawling to API.

Scaling Europe2026-06→
2ndmedium conviction
$SPEEDINVESTSpeedinvest

Speedinvest leads Seltz seed, betting on AI-native search infrastructure

Speedinvest was passionate about the AI search space and understood the complexity of hiring deep research talent, building from scratch, and communicating the value of a full-stack approach over wrappers.

Scaling Europe2026-06→
3rdmedium conviction
$BIG-CAPITALBig Capital

Big Capital co-leads Seltz seed, backing full-stack AI search approach

Big Capital shared the vision that AI search requires a full-stack rebuild rather than a thin wrapper, and recognized the difficulty of hiring the right research talent to execute on this paradigm shift.

Scaling Europe2026-06→

most discussed · click a bar to filter

recurring themes

3 total
$SELTZ
Seltz
HIGHantonio mallia·Scaling Europe·2 months ago· position
Seltz raises $12.5M seed to rebuild web search stack for AI models
Traditional search engines built for humans fail AI models which need parallel query execution, engineered context, and retrieval signals for trustworthy agentic workflows, requiring a full-stack rebuild from crawling to API.
"We are we are now launching you know our initial product. Um and you know Seltz is is a web search company offering web search for AI and LLM's AI models. Uh the new user of the w…"
0:34
$SPEEDINVEST
Speedinvest
MEDantonio mallia·Scaling Europe·2 months ago
Speedinvest leads Seltz seed, betting on AI-native search infrastructure
Speedinvest was passionate about the AI search space and understood the complexity of hiring deep research talent, building from scratch, and communicating the value of a full-stack approach over wrappers.
"I think they were really passionate already about so like the space. Uh first of all which is what caught their attention. And when I say they were passionate about the space I me…"
4:58
$BIG-CAPITAL
Big Capital
MEDantonio mallia·Scaling Europe·2 months ago
Big Capital co-leads Seltz seed, backing full-stack AI search approach
Big Capital shared the vision that AI search requires a full-stack rebuild rather than a thin wrapper, and recognized the difficulty of hiring the right research talent to execute on this paradigm shift.
"I think they were really passionate already about so like the space. Uh first of all which is what caught their attention. And when I say they were passionate about the space I me…"
4:58