Before we dive in |
The AI infrastructure stack is repricing itself in real time. This month Anthropic pitched a $30 trillion TAM to pre-IPO investors (larger than U.S. GDP!) while OpenAI’s own Jalapeño chip outperformed Nvidia’s Blackwell on an inference benchmark, and DeepSeek is quietly raising at $74 billion ahead of a potential Shanghai IPO.
These three data points tell the same story: the compute layer is being disrupted from above (frontier labs building their own silicon to reduce Nvidia dependency) and from below (open-weight models that keep compressing the economics of inference for everyone else).
Our take for founders: when infrastructure reprices this fast, the assets that don’t move are what matters. Proprietary data, vertical depth, and customer relationships that aren’t tied to which model or chip is cheapest this month. The companies that will look smart in three years are those building something no foundation model can replace, not those riding the current wave of infrastructure valuations.
New Investment Easy Aerial Raises $20M Series B to Expand Global Defense Footprint |
Our latest portfolio company Easy Aerial closed a $20M Series B to scale its autonomous tethered drone systems for defense, security, and critical infrastructure operations. The round will fuel global expansion, increased production capacity, and new international defense contracts — with manufacturing already extended into Europe.
Recent Funding Moment Raises $22M Series A to Scale African Payments |
Moment, an Entrée portfolio company building cross-border payment infrastructure across Africa, closed a $22M Series A led by AlphaCode, with participation from Canal+ and General Catalyst. The round brings Moment’s total funding to $29M and will power expansion into new payment corridors and product development across the continent.
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Portfolio Milestones |
AIR Partners With Florida DOT to Establish US Headquarters and eVTOL Production Hub |
AIR signed a landmark partnership with the Florida Department of Transportation to establish its US headquarters and production hub in the state. Ron DeSantis, the Governor of Florida, highlighted Florida’s commitment to advancing the infrastructure, technology, and partnerships needed to make the next generation of aviation a reality. This agreement gives AIR access to one of the most aviation-forward regulatory environments in the US and a clear path toward commercial launch on American soil.
Breez Launches Glow: An Open-Source Bitcoin-to-Stablecoins Bridge |
Breez launched Glow, an open-source progressive web app that converts Bitcoin to stablecoins, making it easier for users to hold value without leaving the Bitcoin ecosystem. A practical bridge for users who want Bitcoin’s trust model with a stable unit of account. Access Glow.
Podcast [Hebrew] מג׳נרטים — Episodes 4 & 5 Are Live |
Entrée’s Hebrew podcast מג׳נרטים keeps the episodes coming.
Episode 4 dives into the story of Fireworks AI: the $17B AI inference layer that grew from $4B to $17.5B in nine months without a single sales or marketing hire.
Episode 5 uncovers the story behind Sierra: zero to $200M ARR in seven quarters, built on an outcome-based model where customers only pay when the AI actually resolves the issue.
Catch all episodes wherever you listen to podcasts!
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Portfolio News |
Zocks joined SEI’s advisor services ecosystem to help financial advisory firms reduce administrative burdens and scale more efficiently. » Read more.
monday.com posted Q2 2026 revenue of $364.6M (+22% YoY) and reached $1.5B ARR, with AI ARR doubling to 17% of net new revenue. » Read more.
From the Entrée Team AI in GTM Session |
We hosted an intimate Founders’ session on GTM and how AI is critical for scaling and must be applied to Founders’ GTM playbook. Our special guest was Oran Akron, VP of AI GTM at monday.com, who shared how monday.com went from dozens of RevOps to a team of five overseeing AI agents.
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