ANTLER
—INSIGHTS

Welcome to Insights — stories and perspectives from founders, partners, and Antler’s global community.

Insights

100 AI Ideas You Can’t Vibe-Code: Untapped Startup Opportunities for Expert Founders

James McClure, General Partner at Antler Australia, explores 100 unique, complex, and untapped AI startup ideas that can’t be vibe-coded in a weekend - spanning sovereign GPUs, low-bandwidth AI, multi-agent systems, neurotech, synthetic audiences, and hypersonic space navigation. These high-barrier opportunities are launchpads for domain experts and builders in deep tech, regulated, scientific, or frontier domains. Read more below and join Antler’s residency to build them now.

Insights

Why we invested in AirDodge: Enabling Drone Operations in U-Space

AirDodge is making low-altitude airspace safe, scalable and predictable.

Insights

What’s Next in Consumer AI: Apps That Double as Life Layers

A curated snapshot of how India’s Consumer AI landscape is evolving: a simple behavioural lens of how we structure our view of Consumer AI, a Market Map of India’s Consumer AI startups, and areas we're excited about.

Insights

AI Market Map: Engineering

From tools to teammates: The rise of AI Agents in engineering.

Why we invested in ChatCut: Professional filmmakers reimagining the future of video editing

Meet Kaiwen Li and Alima Strickland, the award-winning producer duo behind ChatCut, an AI-powered post-production tool designed to revolutionize the way creators edit dialogue-heavy videos quickly and efficiently.

Vietnam

What's NEXT: How AI is Revolutionizing the BFSI Landscape

At Antler India, we’ve met over 1,000 fintech founders in recent years and backed 20+ breakout bets. We’re now excited about the ways AI will shape the future of fintech — and are especially keen to meet exceptional founders building in the areas we detail below.

India

Announcing the Spring 2025 US Portfolio Showcase

We are thrilled to unveil the latest companies to join the Antler U.S. portfolio, an outstanding group of startups across FinTech, Consumer, DeepTech, Energy, Healthcare and BioTech, and more.

US

Why LPs should re-evaluate climate tech through the lens of AI

Rethinking climate alpha and why early-stage investors hold the advantage.

Global

Early Days—Episode 14: Supercritical with Michelle You

Michelle You is co-founder and CEO of Supercritical, one of the world's largest carbon removal marketplaces. But Supercritcal isn't the first startup Michelle has built and scaled. Before Supercritical, Michelle was co-founder and Chief Product Officer at Songkick, a company that helped fans discover concerts from their favorite artists. Songkick was backed by investors like YC, Index, Sequoia, Access and ultimately exited to Warner Music. 

Michelle shares how her experience at Songkick has influenced her approach to building Supercritical. We discuss the importance of user interviews, ascertaining key insights from customers, and how to structure an analytical decision making process. These are valuable, hard-earned lessons from a serial founder that you don't want to miss.

US

Antler’s New UK Terms: Giving Founders the Strongest Start at Day Zero

A £500k Commitment from Day Zero — Designed to Help You Build, Raise, and Scale Faster

UK

Read Antler founder stories

founder story

Wrtn

"Antler has been one of the most helpful investors for closing our Series B round successfully."

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founder story

Wrtn

Antler has been one of the most helpful investors for closing our Series B round successfully.

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founder story

Airalo

"If someone is going to launch an Amazon for eSIMs, that should be us.”

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founder story

Wrtn

"Antler has been one of the most helpful investors for closing our Series B round successfully."

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founder story

Tactiq

"Antler are very instrumental with supporting companies across the globe. And that gives them a different type of belief in what’s possible in different geographies."

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founder story

Clout Kitchen

"They do the best thing that a VC should do, which is get out of the way and let us do our thing and be helpful when we ask them…so I think that’s really key."

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founder story

fileAI

"Antler funded me as a first investor and also immediately brought in another investor."

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Early Days—Episode 7: Nerdwallet with Jake Gibson

Jake Gibson, co-founder of Nerdwallet, shares the story of how messing around with a friend to fix a problem getting a credit card scaled into a publicly traded company on the NASDAQ.

US

Investing in ApniBus

ApniBus, which has been operating in stealth mode, is now live in more than 350 routes connecting over 1000 destinations. In just 7 months, the platform has seen over 1 million transactions and is growing rapidly month on month. They have perfected an operating playbook that ensures superior unit economics from day 1 and at scale. We are proud to back Sumit, Ravi and the ApniBus team from day zero of their journey transforming intercity travel for the next 400M Bharat travelers.

India

Investing in Cricinshots and new-gen gaming experiences

We are thrilled to back 21-year-old award-winning game developers and designers, Harsh Savergaonkar and Aditya Kasibhatla, who, with Cricinshots aim to redefine gaming experiences for the next generation of gamers and cricket fans in India and beyond.

India

Investing in Finverv

We at Antler are thrilled to back Finverv on day zero of its journey of building the critical infrastructure needed for enabling thousands of organizations to offer credit to their customers and suppliers while helping lenders build profitable and scalable partnerships.  

India

Early Days—Episode 6: Glovo with Sacha Michaud

Sacha Michaud, co-founder of Glovo, shares the story of how this once humble delivery company grew into a billion-dollar logistics platform in Europe.

US

Theory of Next by Antler India | Episode 04—The Next Era for Space Tech

India’s space tech industry is witnessing a paradigm shift driven by a factor common to most tech disruptions: a dramatic fall in cost. How will the confluence of multiple trends define the next era for space tech in India? Nitin Sharma (Partner, Antler India) and Rahul Seth (Scouting Director, Antler India) tackle these questions in the latest episode of Theory of Next. In a special section, Awais Ahmed (Co-founder and CEO, Pixxel) joins the team to talk about Mars colonization, asteroid mining, and space factories.

India

The 2022 Canada Unicorn Founder Roadmap: The People behind Canada's Flourishing Unicorn-Land

At Antler, we believe every massively successful business begins with an exceptional founding team. In our experience, factors and traits that make founders stand apart vary widely—from excellence in education and a previous place of work to an extraordinary personal journey.

Antler has taken a systematic look at the exceptional founders whose companies crossed the legendary US$1 billion valuation mark in ecosystems around the world—DACH (Deutschland, Austria, and Switzerland) region (2022 and 2021), Africa, and Brazil—with the goal of identifying founder patterns that led to founding a unicorn.

This month, we explore Canada, delving into the backgrounds of local founders, the higher institutions they attended, their work experience before launching their ventures, and more. Globally, 2021 saw a record number of venture capital (VC) investments with more than $650 billion invested, minting close to 1,100 unicorns across the globe. Canada has followed suit.

Canada

Early Days—Episode 5: Magical with Harpaul Sambhi

Harpaul Sambhi dives into how he built Magical, a company focused on reducing monotony and pain in everyday tasks through simple, effective automation. At the time of recording, Magical had just raised $41 million in funding and automated over one billion tasks for more than 10,000 companies globally.

US

Will the golden age of innovation prevail?

Now that the downturn is upon us, is it still the best time in history to build a business? Industry titans and Antler Board members James Anderson and Sheila Patel tackle crucial questions about the current markets, what they mean for founders and investors, and whether the golden age of innovation will persist through these rough seas.

Global

Investing in Adaptive

At Antler India, we are particularly excited to back founders in areas such as SaaS, dev tooling, and Web3 infrastructure—with the vision of building critical infrastructure in India, for the world. To that end, we are thrilled to back Ronak, Debarshi, and the Adaptive team as they embark on a mission to empower technical and non-technical stakeholders at software companies globally.

India

Real lessons from real founders: Antler’s Early Days podcast

The Early Days podcast launched in June, unwrapping how world-class founders built today’s most influential companies. Antler’s Tyler Norwood, creator and host of the podcast, talks about what inspired it, why the early days are so crucial, and why it’s important to humanize startups.

US

The 2022 DACH Unicorn Founder Roadmap: An Unprecedented Time in Unicorn-Land

For the second consecutive year, we took a systematic look at the founders behind unicorn and soonicorn companies in the DACH region (Germany, Austria, and Switzerland). Just like in our inaugural DACH Unicorn Founder Roadmap released last year, we focus on the founders of the most valuable startups to better understand what makes these entrepreneurs and the companies they built so successful.

Germany

A fresh take on early-stage VC: Harvard Business School publishes a case study on Antler

Harvard Business School (HBS) recently published a case study about Antler’s fresh approach to early-stage venture capital. Antler Co-Founder Fridtjof Berge shares thoughts on how the case sparks discussion about the best ways to identify and support great people anywhere on earth.

Global

Antler Launches 6th Cohort in Amsterdam

Antler Netherlands’ sixth cohort has kicked off in Amsterdam. Here’s more about who they are and what you need to know about this group of exceptional people.

Netherlands

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