On 22 October, @QuantumLightVC is joining Reasoning Project, @FireworksAI_HQ, @OpenAI and @ElevenLabs in New York for Scaling AI Deployments, an intimate evening for founders and engineering leaders building and deploying AI products. Sign up: luma.com/scalingaideployment…
QuantumLight retweeted
We have raised $200M at a $5B valuation to scale self-improving software development in the enterprise.
@FactoryAI has grown to serve hundreds of thousands of developers at companies including RBC, Adobe, Nvidia, T-Mobile, and Palo Alto Networks.
We will use this capital to accelerate our investments in research, product, and global go-to-market.
QuantumLight retweeted
Today, we're announcing @thatch_ai raised a $108M Series C at a $1B valuation from @thegp, @IndexVentures, @generalcatalyst, @a16z.
The idea we're betting on: healthcare serves whoever controls the dollar. For 80 years that's been the employer. We think it should be you.
Employers typically choose one health plan for everyone. We think there's a better model: give people a health budget and let them choose the insurance and care that fits their life. That is the idea behind Thatch.
ARR has grown nearly 7x in the last twelve months, and more than 5,000 employers now use Thatch. None of this happens without our team, or without the employers who believe that their people know what their families need better than they ever could.
We're building a healthcare system people love by changing how we fund it.
We built a model ranking the current @ycombinator batch ahead of demo day.
See most of the top 10 here: theautonomouseconomy.quantum…
Huge congrats to the @Lovable team.
$400M Series C by @MenloVentures + @eqt (Scaleup Europe Fund) at a $13.3B valuation.
Since the Series B round:
- projects built have reached 60M
- monthly visits have climbed to 900M
- ARR has nearly tripled in 8 months
As investors in @FireworksAI_HQ , we've been watching their data on open vs. closed models - and it's telling a specialist story, not a generalist one.
Increasingly, the routing layer is the product, not the model. Full breakdown → lnkd.in/gi_8gNqA
Revolut has become the UKs biggest founder factory.
~130 alumni started companies in the last 12 months. More than Deliveroo, Wise, Monzo or Checkout.com.
Portfolio company @togethercompute announced an $800 million Series C round at an $8.3 billion valuation, bringing its total funding to $1.3 billion.
Tokens processed per month: up 10,000x in a year.
ARR: grew to $1.2B last quarter.
Happy for our friends over at @Revolut.
They've just reached 75 million retail customers.
Next milestone: 100 million customers by mid-2027.
Most companies struggle to launch quickly. Either stuck in planning, or shipping half-formed ideas with no accountability.
@Revolut's answer: treat every new initiative as a "New Bet." Clearly defined, explicitly owned, governed by hard stage gates.
In 2017, when @Revolut hit its first million customers, Nik was asked on a @TechCrunch Disrupt panel whether his competitors offered any real value. His answer:
Scaling to $75bn takes a lot. A lot of good people, that is.
Here are 3 hiring principles @Revolut followed:
Focus on ambitious problem-solvers.
Internal recruitment org is a core competency.
Use hyper-structured processes.
Full Playbook: quantumlightcapital.com/play…
Most VCs follow the crowd. @NStoronsky got tired of it as a founder.
So we built QuantumLight. Machine learning models trained on millions of startup data points.
More with @DM_Rubenstein on @business.








