Specter Monitor is a data-driven newsletter for investors interested in learning about the latest market trends, signals, and opportunities. Our audience includes some of the most legendary VC investors in the world. We’ll work hard to bring you actionable insights into what’s happening in today’s markets while celebrating data-driven wins and predictions. ✨
Here are this week's predictions and actionable signals.
🔮 Talents of the Week
Specter monitors real-time global talent movements to spot investment opportunities before anyone else.
🪄 Predicted: Ali Hussain (US, 2023): CEO and Co-Founder at Tabs
Advantage on Latest Funding Round: 201 Days
Prev. Experience: Ali Hussain currently serves as CEO and Co-Founder of Tabs, a venture backed by top VCs including General Catalyst and Lightspeed. Previously, he was Chief Operating Officer at Latch for seven years. Hussain's career also includes roles as a Management Consultant at The Boston Consulting Group and brief stints at Google and the US Congress. His academic background is impressive, with an A.B. from Cornell University (Truman Scholar, Summa Cum Laude) and an M.Phil. from the University of Oxford (Marshall Scholar, First Class Distinction).
Notable Investors: FOG Ventures, General Catalyst, Gokul Rajaram, Greg Raiten, Imraan Ahmed, Kiran Lingam, Lightspeed Venture Partners, Primary Venture Partners, Zunaira Arshad.
👻 Opportunity: Pierre Richemond (EU, 2024): Founder at Stealth Startup
Prev. Experience: Pierre H. Richemond currently serves as a Research Scientist at Google DeepMind, a position he has held since October 2021. Prior to this, he completed his PhD in Artificial Intelligence at Imperial College London from 2017 to 2022. Richemond's professional experience includes roles as Director of Index Exotics Trading at Morgan Stanley and Derivatives Structuring & Trading at Goldman Sachs. He briefly founded and led Visionary.ai as CEO in 2016-2017. Richemond's academic background is extensive, with a PhD from Imperial College London, a Master of Science from HEC Paris, and studies at Pierre and Marie Curie University (Sorbonne) and Télécom Paris. He has published several papers in the field of machine learning and reinforcement learning.
🎱 Strategic Signals
Specter analyzes the online and social activity of leading investors and industry insiders to predict upcoming funding rounds and acquisitions.
🪄 Predicted: Infinite Machine (US, 2021)
Advantage on Latest Funding Round: 168 Days
Description: Manufacturer of electric vehicles intended to live harmoniously with nature, in cities and beyond.
Notable Investors: Adjacent, Amjad Masad, Andreessen Horowitz, Ben Rubin, Clem Delangue, Josh Miller, Molly Mielke, Necessary Ventures, Nico Rosberg, Otherwise Fund, Terrence Rohan, Yael Aflalo, Moth Fund.
👻 Opportunity: Manifest AI (EU, 2023)
Description: Manifest AI are training a neural network to model all human output by synthesizing documentable aspects of humanity into the weights of a neural network.
🍒 Cherry-Picked Companies
Specter tracks the performance of millions of companies and identifies the ones who are likely to increase in valuation.
🪄 Predicted: Browserbase (US, 2024)
6 Months Growth: Web: 1317%; Team: 700%; Social: 93%
Description: Browserbase provides a platform for developers to host manage and monitor headless browsers in the cloud.
Notable Investors: Outset Capital, Strike Capital, Kleiner Perkins, basecase capital, CRV, Okta Ventures, Barry McCardel, Shawn Wang, Guillermo Rauch, Andrew Miklas, AI Grant, John Lagomarsino.
👻 Opportunity: Lepton AI (US, 2023)
6 Months Growth: Web: 49%; Team: 36%; Social: 29%
Description: Lepton AI operates AI applications at scale within minutes, utilizing a cloud-native platform.
Notable Investors: Fusion Fund, CRV.
