Sapphire Ventures

Congrats to @zainasgar & the @gimletlabs team on their $300M Series B! 🎉

Every AI product runs on infrastructure. As AI gets more powerful & adoption grows, demand grows exponentially. Gimlet's infrastructure gets more out of existing hardware, serving massive volumes of AI at a fraction of the cost.

We're proud to partner with @zainasgar, Michelle Nguyen, @oazizi, @nserrino & James Bartlett. Watch @jai_das sit down with Zain to discuss Gimlet's journey. 🎥

AI has cut drug discovery from 2-4 years to 13-18 months, but approval still takes 10-15 years.

At @HLTHEVENT, @cgao will moderate “Clocking AI’s Real Gains,” separating what is compressing timelines today from what is still aspirational with:

🔷 @DrLaurenP, Head of Health Equity & Innovation, @biogen
🔷 Madhavi Ramakrishna, SVP for Enterprise AI, @GSK
🔷 Xingchu Liu, Ph.D., Chief Data, Digital, & Analytics Officer, @genentech

🔗hlth.com/events/usa

Thank you to @Inc for naming us to the Founder-Friendly Investors list for the 6th year running!

Our approach hasn’t changed: be a true partner to the founders & CEOs we back, & earn their trust over the long haul.

Thank you to our portfolio founders & CEOs for letting us be part of your journey.

Check out the full 2026 list: lnkd.in/ghgKbHwK

Congratulations to @igmarinelli & the @tractian team on the $130M Series D! 🎉

We’re proud to lead the latest round, deepening our partnership with Tractian as they work to eliminate unplanned downtime across industries.

As the AI boom drives new demand for data centers, they’re expanding into this critical industry, helping to keep them running - because downtime isn’t an option.

Read more from @aranum, Demi Obayomi, & Michael Hsu: sapphireventures.com/blog/sapphire-…

AI has changed what counts as real product-market fit, & it's forcing a rethink of the SaaS playbook that built the last decade. Two Sapphires are taking the stage at @TechCrunch Disrupt next week with plenty to say about the shift underway.

On Tue, @rajeevdham joins Anu Bharadwaj (@ICONIQCapital) & @rahulvohra (@Superhuman) for "PMF Red Flags: How to Tell If You Really Have It" moderated by @DominicMadori.

On Thu, @cgao joins @aaronej (@NEA) & @BarrMoses_MC (@montecarlo_ai) for "Rewriting SaaS: Why AI Breaks the Old Business Model" moderated by @RebeccaBellan.

If you're in SF for Disrupt, add both to your agenda: techcrunch.com/events/techcru…