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Orin

private
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Orin develops AI-native software for business automation and operational workflows.

sentiment mix
bull 100%bear 0%neu 0%

funding rounds

private markets
awaiting round data

This slot renders the company's funding history: dates, rounds, amounts, valuations and lead investors once populated in data/funding-rounds.json.

signal summary

latest high-conviction thesis
Orin builds compute futures market with $300M first-year revenue▾

Orin is creating a futures market for GPU compute power to address inefficiencies where some companies waste compute while others lack access. The company believes compute will become as fundamental to enterprises as oil was in the 1900s.

kush bavariaT1Peter H. Diamandis2026-08-11
confidence 88 / 100impact High
key themes
  • AI Infrastructure67%
  • AI Economics & Business Models67%
  • AI Safety & Alignment67%
  • AI Geopolitics & Export Controls67%
  • AI Hardware & Chip Architecture67%

bull thesis · 5

94 / 100
  • •Link Ventures portfolio company Orin tracks H100 rental index; GPU compute emerging as tradable commodity
  • •Orin builds compute futures market with $300M first-year revenue
  • •Orin launches GPU compute futures with ICE, revenue hits $333M in year one

bear thesis · 0

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mentions · 5

Peter H. DiamandisThree Lab Warnings in Five Days, Researcher Flags “Gambling with Our Lives,” and Labs Race1 mentions · 1▲ 0▼ 0○ · 14 days ago
0:0021:0042:001:03:001:25:00
Peter H. DiamandisBots Hit 57% of the Web, China Simulates 1B Agents, 4 Labs Lose Containment w/ Kush Bavaria | EP 2783 mentions · 3▲ 0▼ 0○ · 2 months ago
0:0021:0042:001:03:001:25:00
Peter H. DiamandisThe $10B Satellite Empire Putting AI in Orbit, Why Chips Beat Rockets & China's #1 Open Model | #2661 mentions · 1▲ 0▼ 0○ · 3 months ago
0:0038:001:17:001:56:002:35:00