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. ✨


🔮 Talents of the Week

Specter monitors real-time global talent movements to spot investment opportunities before anyone else.

🪄 Predicted: Reiner Pope (US, 2022): Founder and CEO at MatX

MatX | MatX: high throughput chips for LLMs
MatX designs hardware tailored for the world’s best AI models: We dedicate every transistor to maximizing performance for large models.
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Featured by Specter on: 2023 - Week 32
Advantage on Latest Funding Round: 474 Days

Prev. Experience: Reiner Pope previously worked at Google as a Senior Staff Software Engineer at Google Research, becoming a key contributor to large-scale Transformer models like PaLM. Pope also served as Tech Lead and Architect for two generations of ML chips, and worked as a Software Engineer and Architect at X, the moonshot factory. He participated in developing high-performance distributed systems and ML software, gaining extensive experience in hardware and software optimization for AI technologies.

Total Funding: $104.9M / $80M Latest Series A on 11-2024

Notable Investors: Spark Capital, AIspace Ventures, Outset Capital.


👻 Opportunity: Luke Metz (US, 2024): Founder at Stealth Startup

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Featured by Specter on: 2024 - Week 44

Prev. Experience: Luke Metz previously worked at OpenAI as a Member of Technical Staff for over 2 years, where he contributed to building ChatGPT. Before that, he spent 6.5 years at Google, first as a Brain Resident and then as a Research Scientist. Metz also worked as a Research Developer at Indico Data, and held internships at Onshape by PTC and VMware Tanzu Labs. His experience spans AI research, product development, and engineering across multiple prominent tech companies.


🎱 Strategic Signals

Specter analyzes the online and social activity of leading investors and industry insiders to predict upcoming funding rounds and acquisitions.

🪄 Predicted: Wordware (US, 2023)

Wordware: Bringing structure to human – AI collaboration
A collaborative prompt engineering IDE
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Featured by Specter on: 2024 - Week 45
Advantage on Latest Funding Round: 19 Days

Description: Wordware enables users to create and host a complete LLM stack for developing AI applications.

Total Funding: $31.8M / $30M Latest Seed on 11-2024

Notable Investors: 20SALES, Day One Ventures, Felicis, Figma Ventures, Friends & Family Capital, Innovation Nest, J4.Ventures, Jay Reno, John Cassidy, Kacper Szcześniak, Matt Brown, Michele Grazioli, Nicholas Elledge, Paul Daugherty, Paul Graham, Paul Stahura, Piotr Karwatka, Rahul Mehta, Robin Choy, Siqi Chen, Soleio Soleio, Spark Capital, Stan Boland, SV Angel, Terrence Rohan, Theo Browne, Theory Forge Ventures, Tomasz Karwatka, Vlad Magdalin, Y Combinator, Black Pearls VC, DaftCode, Moai Capital.


👻 Opportunity: Cortex Click (US, 2024)

Cortex Click
Cortex Click is the modern, LLM-driven platform for high-quality developer marketing content.
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Featured by Specter on: 2024 - Week 32

Description: Cortex Click generates blog posts, landing pages, and Q&A copilots grounded in your docs, GitHub repos, and internal wikis.

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Signal: High VC interest in 11-2024

🍒 Cherry-Picked Companies

Specter tracks the performance of millions of companies and identifies the ones who are likely to increase in valuation.

🪄 Predicted: Arcade (US, 2021)

Arcade - Create Interactive Demos that convert
Arcade is an interactive demo platform that allows teams to create effortlessly beautiful demos in minutes.
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Specter Rank: 992
6 Months Growth: Web: -29%; Team: 55%; Social: 26%

Description: Arcade allows users to create interactive bits of their product that they can share on their website, blog, or social media.

Total Funding: $21.5M / $14M Latest Undisclosed on 11-2024

Notable Investors: Mathilde Collin, Upfront Ventures, Foundation Capital, Terrence Rohan, Lenny Rachitsky, Eric Wittman, Bond, Sequoia Capital, Jonathan Widawski, Jaren Glover.


👻 Opportunity: Echo Labs (US, 2022)

Echo Labs | Captioning for Higher Education
Echo Labs is a cutting edge captioning platform built for higher education. We’re on a mission to empower educators to create more inclusive classrooms.
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Specter Rank: 328
6 Months Growth: Web: 3234%; Team: 492%; Social: 62%

Description: Echo Labs is developing the first artificial intelligence capable of human-level transcribing.

Total Funding: $7.7M / $7.7M Latest Pre-Seed on 01-2024

Notable Investors: Daniel Gross, Nat Friedman, Dundee Venture Capital, Basis Set Ventures, Techstars.


That’s all for this edition of Specter Monitor!

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