Signals

May 11, 2026

Abridge: Quiet Federal Push Into VA And DoD

New Intel: Abridge is building VistA integration and a federal policy function in DC. The VA and DoD ambient scribe contracts are the prize, and few ambient AI competitors are positioned to chase them.

Abridge

Clinical AI

Series D+

May 9, 2026

SolveAI: Training engineers on Rust internally to bet on ten-year durability

New Intel: SolveAI is building in Rust and training new technical staff on it internally. That is unusual for AI tooling, and it points to durable systems over demo speed.

SolveAI

Enterprise AI

Series A

May 9, 2026

SolveAI: Running the Palantir playbook in a PLG category

New Intel: SolveAI is sending engineers on-site with customers instead of selling purely self-serve AI tools. Slower to scale, but much harder to rip out once deployed.

SolveAI

Enterprise AI

Series A

May 9, 2026

Deepgram: Working toward models that skip text entirely

New Intel: Deepgram is working on voice models that skip text entirely, going straight from audio-in to audio-out. If it works, today's voice agent stack starts to look slow.

Deepgram

Voice AI / Speech Recognition

Series C

May 9, 2026

SolveAI: Occupying the gap between demo-ware and consulting firms

New Intel: SolveAI is positioning between AI code tools and big consulting firms. The bet is that enterprises want production help, not another demo or another services army.

SolveAI

Enterprise AI

Series A

May 9, 2026

Unify: Betting on Clay's agency network instead of building a sales team

New Intel: Unify is using agencies and consultants as a distribution channel instead of building a classic sales team. That puts it closer to Clay’s partner-led growth playbook.

Unify

GTM Automation

Series B

May 9, 2026

Deepgram: Building a second deployment surface for defense and IoT

New Intel: Deepgram is building voice AI that can run closer to the edge on Qualcomm chips. That opens defense and IoT markets where cloud-only voice APIs are a weaker fit.

Deepgram

Voice AI / Speech Recognition

Series C

May 9, 2026

Deepgram: Engineers close enterprise deals here not salespeople

New Intel: Deepgram is splitting into a self-serve developer platform and a high-touch enterprise motion. Technical depth shapes the sale, which is a different model than most AI API companies.

Deepgram

Voice AI / Speech Recognition

Series C

May 9, 2026

Unify: Quietly building their own ZoomInfo

New Intel: Unify appears to be building its own contact database instead of buying from ZoomInfo and Apollo. If that works, a margin drag becomes a competitive weapon.

Unify

GTM Automation

Series B

May 9, 2026

Jampack: Multi-agent architecture with human-in-the-loop guardrails.

New Intel: Jampack is building separate agents for ordering, freight, reconciliation, and exceptions, with humans supervising the workflow. Wholesale ops may be too risky for one generalist agent.

Jampack AI

Wholesale Automation

Seed