Emergence Capital

Congratulations to @mercor on the $750M Series D.

Brendan, Adarsh, Surya, and the team are building the human expertise layer that trains and evaluates AI. We backed it at the Series B in 2025: the bottleneck in AI was already shifting from compute to judgment.

More true every day.

Almost none of Europe's AI infrastructure is European. Ruben Bryon is building in Helsinki, from the data center up: $100M run rate, cash-flow positive, all on Nordic renewable power.

We led @verdacloud $189M Series B. Watch the conversation or read the Q&A:
emcap.com/thoughts/verda…

Robots have gotten smarter. Now they need to get faster.

A cloud round-trip can take a few hundred milliseconds per decision. A slipping box won’t wait that long.

@rishub_nahar on the latency wall in robotics:
emcap.com/thoughts/robot…

@Carlottasini is inviting investors at @SlushHQ for a private roundtable on one of the hardest questions in AINS: how do you tell real leverage from Mirage PMF?

Going to Slush? Get on the waitlist: platform.slush.org/public/slush26…

A company keeps its customers, pricing, records, and the AI trained on an employee’s work.

What does the employee keep?

@gordonritter's answer: a cognitive passport for human judgment.

Full framework: emcap.com/thoughts/who-o…