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Company

8VC

8VC is a venture capital firm co-founded by Joe Lonsdale that invests in enterprise software, deep tech, and other startups across sectors.

Current stories

leadershipOne report1 publisher

FDA's unannounced chatbot session gave select tech firms an early say in health-AI guidance

FDA officials hosted at least 35 industry groups at an unannounced February session on patient chatbots, after inviting them in a CMS Slack chat room. The guidance it informs will cover every patient-chatbot maker, including firms left outside the room.

Publishers:cbsnews.com

Reality

Evidence62
Adoption20
Hype gap+30
Incentives75
Confidence58
buildConfirmed4 publishers

Gallatin AI raises $50 million to push Foundry-built Navigator deeper into military sustainment planning

Gallatin AI raised a $50 million Series A, backed by 8VC and Silent Ventures, to push its military logistics software into sustainment planning. Runtimewire reported that the company has yet to publish a measured gain in planning time or readiness from the units already using it.

Perspective Coverage

5 publishers
Builder
Builder 24%
Operator
Operator 32%
Investor
Investor 44%

Reality

Evidence55
Adoption35
Hype gap+30
Incentives70
Confidence60
investConfirmed6 publishers

Investors price Kevin Mandia's seven-month-old Armadin above $2.5 billion

Armadin, the AI attack-testing startup run by Mandiant founder Kevin Mandia, raised $255.5 million at a valuation above $2.5 billion. Investors are betting that always-on AI agents will take over the budget companies now spend on periodic penetration tests.

Perspective Coverage

6 publishers
Builder
Builder 31%
Operator
Operator 32%
Investor
Investor 37%

Reality

Evidence55
Adoption20
Hype gap+40
Incentives80
Confidence60
investOne report1 publisher

Generalist adds a billion dollars of valuation in six weeks on one model release

A $200M extension prices the robot foundation model startup at $3B, led by an investor already on the cap table. The field evidence is a company claim about three-second demos.

Reality

Evidence35
Adoption10
Hype gap+45
Incentives65
Confidence40
productOne report1 publisher

Vals sells a private AI exam to the labs it grades

Vals keeps its test materials private and charges the model developers it scores, and Andreessen Horowitz has now put $40 million behind that arrangement. Buyers reading the numbers cannot run the test themselves.

Publishers:techcrunch.com

Reality

Evidence33
Adoption35
Hype gap+34
Incentives82
Confidence46
buildOne report1 publisher

Ironsite raised $30.8M for its construction AI built on hard-hat camera footage

The Form D behind the closed round counts convertible securities that had already converted as half of the $30,792,485 total. The data source the money funds is a camera worn by each worker all day.

Publishers:runtimewire.com

Reality

Evidence58
Adoption
Not scored
Hype gap+20
Incentives62
Confidence55
buildOne report1 publisher

Cognition's $47bn ask prices Devin at about 94 times its own run rate

The round is still under negotiation, but the multiple it implies will outlast the negotiation. That multiple is the figure every seller of coding agents will get measured against the next time procurement asks why the seat price moved.

Publishers:runtimewire.com

Reality

Evidence34
Adoption54
Hype gap+37
Incentives71
Confidence44
productOne report1 publisher

Generalist raises a reported $200M a week after Gen-1.5, and the automation bill moves line items

The model teaches robot arms from hand demonstrations instead of per-task code. Generalist's own figures put completion at 83% with a few examples, which still leaves a person at the station.

Publishers:siliconangle.com

Reality

Evidence30
Adoption12
Hype gap+38
Incentives72
Confidence40
investOne report1 publisher

Terra's $52M seed is a wager on procurement, and the Accra factory is the settlement date

The Nigerian defence-tech company added $18M and a London office. The load-bearing number is a 34,000 sq ft Ghana plant due in Q4 2026, promising 50,000 units a year by 2028.

Reality

Evidence28
Adoption20
Hype gap+42
Incentives74
Confidence33