Andreessen Horowitz put ~$870M into TypeSafe AI — 39% of the week's money

Andreessen Horowitz led TypeSafe AI's ~$870M Series A round, 39% of everything deployed in this issue. One firm concentrating that much in one company says where its conviction sits this quarter; the other 28 rounds below are the market a founder actually raises in.

29 rounds closed this week for ~$2.2B deployed — up 163% from last week's ~$838.4M across 16. Applied AI took 7 of the 29 checks; when one sector absorbs that share, partners in it answer cold decks faster — deployment pressure is visible. 68 more raises surfaced only in Form D filings, with no press coverage — fresh capital nobody is watching yet. If either is your lane, the window argues for sending your deck this week, not next.

Most active sector: applied AI (7 of 29 rounds). Quietest: robotics (1). One check skews the Series A line: TypeSafe AI is ~$870M of it — the other 8 sum to ~$291.5M.

277 rounds tracked, ~$25.9B deployed, plus 928 quiet raises that never got press. Median check by stage across every week we have tracked: Pre-seed ~$3.3M · Seed ~$7.2M · Series A ~$23M · Series B ~$47.5M · Growth ~$122.5M. Most active lead investors since Issue #1, by rounds led: Insight Partners (8), Andreessen Horowitz (7), Khosla Ventures (4). 77% of the raises we saw got zero press — a quiet round is the norm, not a red flag. Size your ask against the medians, not the headlines.

The full list, free, as always — 29 rounds with stage, sector, and lead investor:

Andreessen Horowitz wrote 5 checks in the last two weeks — 5 as lead (~$1.4B deployed). Led: TypeSafe AI ($870M Series A), General Medicine ($120M Undisclosed stage), Preference Model ($16M Seed), EliseAI ($350M Undisclosed stage), doxx.net ($38M Series A). The pattern in the checks: applied AI, healthcare with checks between $16M and $870M. A firm writing at that pace is deploying against a fresh fund, not trickling out of an old one — treat them as answerable this quarter.

Pitching any of this week’s check-writers? Get a VC-style read on your deck before you send it. Get your free verdict first.

3 startup exits crossed the wire this week. Acquirers tell you which categories are consolidating — and who might be your buyer, or your competitor's.

6 raises surfaced in SEC Form D filings this week that no outlet has covered. The 6 below are the largest of 68 venture-relevant Form Ds we tracked with no coverage. Quiet raises tell you two things: who has fresh capital without the spotlight, and which investors are moving without press. Both are outreach gold. One caveat: Form D lags some closings — treat it as a signal, not ground truth.

2 venture funds filed new Form Ds this week, and 3 that began raising earlier updated theirs. Money that has to be put to work means deployment pressure on a clock — a firm raising or investing a fresh fund is answering cold decks, not passing on them. Names and filings below.

Theory put 27 questions to 455 senior technical builders on 22 September: security and governance jumped from sixth pain point to first at 43%, while only 10% say today's security tooling delivers the most value — the widest want-versus-get gap in the survey. If you sell into AI engineering teams, know which side of that gap you sit on before a partner asks, because the 43% is the budget and the 10% is how little the incumbents have earned of it. Read it.

Series A is where the volume is: 9 of 29 rounds — 5 last week, 9 this week. Applied AI took 7 of 29 checks overall; if that's your lane, sequence outreach to the firms above this week — momentum begets attention. Robotics saw 1; if that's you, plan for a longer conversation and lead with revenue, not narrative.

About to pitch? Don’t send the deck you have — send the deck that survives a partner meeting.

— Martin

Free forever. If this saved you an hour of funding-news archaeology, forward it to a founder who is raising.

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