WELCOME TO ANTLER INSIGHTS

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

‍

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

Antler talks to high-performance neuroscientist Dr David Spindler about what it really takes to perform at the highest level, how to establish a winning mindset and how to keep going in the face of adversity.

A persistent grey space exists for today’s systems, which struggle with the simplicity vs customizability tradeoff. We explore why these tradeoffs exist from an architectural perspective, and a look at modern attempts to unlock the frontier of scalable, real-time data.

In another life, Vivek Sodera could have been building nuclear reactors. Instead, he caught the entrepreneurship bug, going on to build not one, but two iconic companies: LiveRamp and Superhuman.

‍