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.

Read story
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."

Read story

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What if [Google] does it?

There are tons of different frameworks on what makes a good business idea. However, there is one point in particular that is tough to crack: “What if [Google] does it?”—i.e., if the big incumbent that is playing in the same or an adjacent market uses their vast resources to copy you, what chance do you even have?

This is what in German we call a Totschlagargument, which in our loving and peaceful language translates roughly into “the argument with which you can beat anything to death”. And it is easy to dismiss the question because in so many cases startups have prevailed against much larger incumbents. But I believe a more nuanced view is needed. In reality, these incumbents pose a legitimate threat in many cases and they have ended countless hopeful startups.

I discuss this topic frequently—both with founders considering whether to dedicate a decade of their life to something, and with colleagues when we’re thinking about being the first investor—but haven't found a great framework.

Here are the key questions that help me wrap my head around this:

Germany

From day zero to greatness: Magnus Grimeland on the Capital Allocators podcast

How can the world tackle the increasingly complex problems of our time? With a new global infrastructure backing the most driven founders. Listen to Antler founder and CEO Magnus Grimeland discuss this—and why we're building Antler—on the Capital Allocators podcast.

Global

Antler expands into Queensland, Australia

Antler is charting a new course for innovation by expanding our presence in Australia. We are launching in Queensland and partnering with the Queensland Investment Corporation (QIC).

Supported by the Queensland Government's Queensland Venture Capital Development Fund (QVCDF), the partnership is poised to transform the state's innovation sector. With a focus on bridging the early-stage funding gap, Antler and QIC are committed to attracting and nurturing the nation's top talent, driving forward Queensland's position on the global innovation stage.

Australia

Bridging startups and industry leaders to drive purposeful innovation

As Jeff Bezos once said: “What’s dangerous is to not evolve.” While most business leaders understand that stagnation is fatal, for a host of reasons established companies often struggle to innovate—purposefully and powerfully.

Antler’s Business Development and Collaborations Group helps global corporates drive innovation excellence through high value-generating collaborations with Antler’s 1,000+ (and growing) global startup portfolio. In our collaboration with Investa, a leading Australian real estate investment manager and developer, we are connecting them to our global community of founders and the cutting-edge solutions they are building.

Read more about the powerful outcomes that happen when ambitious startups and industry leaders come together.

Global

The next wave of innovation: 27 industry trends set to define 2024

What will innovation look like as we move deeper into 2024? What are the biggest industry trends that will define the coming year?

We asked our global network of Antler Operators—founders, sector leaders, CxOs, and VPs from companies including Roblox, Airtable, Shopify, Spotify, Affirm, DoorDash, Uber, Hubspot, and more, who offer 1:1 advice to Antler portfolio companies, giving them extra firepower to help fast-track their growth.

Germany

The VC Wishlist: 10 startup ideas begging to be built

Dive into a coveted list of 10 forward-thinking startup ideas curated by James McClure, Partner at Antler in Australia, for entrepreneurs looking to make an impact. Spanning generative AI, modular housing, B2B due diligence, and beyond, these opportunities reflect the evolving landscape of tech and societal needs. Whether it's leveraging proprietary content for LLMs, innovating in the housing market, or pioneering quantum high-frequency trading, these ideas not only address current challenges but also open up new avenues for monetisation and growth.

Australia

Embracing transformation in the Indonesia startup arena

Unveiling the Transformation: Navigating Challenges and Shifting Narratives in the Startup Landscape

Indonesia

Antler welcomes its eleventh cohort in Australia

Antler's eleventh Australian residency marks a new era of innovation and talent, welcoming over 70 exceptional founders from diverse backgrounds. Featuring increased selectivity and experienced participants, this cohort is set to redefine startup success over the coming years. Discover the unique blend of expertise, global insights, and entrepreneurial spirit fuelling this transformative journey.

Australia

Antler leads $5.1M pre-seed funding for 37 startups across Southeast Asia

This marks the highest number of pre-seed deals completed in a single round in the region.

Singapore

Antler backs six startups with $750,000 Pre-Seed funding in Indonesia

As part of a $5.1M pre-seed round for 37 startups across Southeast Asia, this marks the highest number of pre-seed deals completed in a single round in the region.

Indonesia

Antler backs seven startups with $770,000 Pre-Seed Funding in Malaysia

As part of a $5.1M pre-seed round for 37 startups across Southeast Asia, this marks the highest number of pre-seed deals completed in a single round in the region.

Malaysia

Antler backs five startups with $550,000 Pre-Seed Funding in Vietnam

As part of a $5.1M pre-seed round for 37 startups across Southeast Asia, this marks the highest number of pre-seed deals completed in a single round in the region.

Vietnam

Antler backs 16 startups with $2M Pre-Seed Funding in Singapore

As part of a $5.1M pre-seed round for 37 startups across Southeast Asia, this marks the highest number of pre-seed deals completed in a single round in the region.

Singapore

Shaping sustainability in venture capital

Antler's third annual ESG and Impact Report discusses our commitment to sustainability as a strategic principle that's fundamental to the success of our firm, our portfolio companies, and broader society.

Global

Lessons founders learned in 2023 that will put them ahead in 2024

From business model sustainability to the importance to owning your distribution channels, hear what the founders of some of our portfolio companies had to say.

Australia

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