WELCOME TO ANTLER INSIGHTS

Antler’s report provides new insights on speed, geography, experience, and the changing profile of founders behind the world’s most valuable startups.

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We believe in transparency. Here's the full breakdown of the Antler Disrupt investment: how it works, what you get, and what happens at IC.

AI is moving faster than any technology before it. The window to establish category leadership is measured in months, not years. For founders who already have a working product and early validation, the challenge isn't just building technical products anymore, it's scaling further, faster.

Meet Ishaan, Vinit, and Jayanth, a team of young founder-operators with strong product depth, building the future of dating in the AI era. People are ready to move beyond algorithms that optimise for attention, and toward systems that optimise for outcomes. We cover our view of the category, why it’s ripe for reinvention, why we backed Wavelength. We also introduce our proprietary market map to frame where innovation is headed.

What early-stage building demanded of founders in 2025.

Many founders get the concept of traction wrong. The problem isn’t how much revenue you have - it’s whether the growth pattern is reliable.

Yes, if and how much you can raise depends on many factors beyond traction such as team background, sector attractiveness, storytelling ability, etc… (See "Ability To Raise Cheat Sheet" for a broader picture). But, once first revenues start to come in, traction becomes invariably a big part of the equation.

‍So how much traction do you need to be able to raise?

The 5 primitives of SaaS — and how AI agents collapse or transform each one.

Skye Theodorou and Anish Sinha, founders of Upcover, are disrupting a notoriously un-sexy sector. They join Antler Partner and CCO Bede Moore to explain how.

OCCAM founder Guiam Wainwright joins Antler’s Hannah Leach to talk AI, parenthood and drone warfare.

Co-authored by Anagh Prasad (VP, Accel) & Divita Aggarwal (Antler)

Antler Partner Fady Abdel-Nour speaks to CCO Bede Moore about Elevate – the unique growth fund designed to give founders maximum momentum

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What a truly streaming-first architecture looks like, and the implications for infrastructure, developer workflows, and AI-native applications.