{"version":"1.0","type":"collection","id":"de8ad83c-a1af-4ef7-8a9b-b5e05a71873b","url":"https://stacklist.com/collection/de8ad83c-a1af-4ef7-8a9b-b5e05a71873b","title":"Signals Served","description":"A weekly briefing from The VC Concierge for early-stage founders & players. Market signals that matter, the noise that doesn't, and the moves to consider right now.","privacy":"public","created_at":"2026-05-13T18:51:54.124Z","updated_at":null,"author":{"username":null,"name":"Unknown","url":null,"type":"person"},"items":[{"id":"848b27f4-bed8-4734-b1d6-d0adbc0f05b5","position":1,"title":"Signals Served #009 — The Cost of Compute Became Strategy","description":"Issue #009 of Signals Served — The Cost of Compute Became Strategy. Week of April 28 – May 4, 2026. 13 signals with Founder Signal for each.","url":"https://stacklist.com/stack/848b27f4-bed8-4734-b1d6-d0adbc0f05b5","items_count":14,"privacy":"public","created_at":"2026-05-07T00:25:33.444Z","updated_at":"2026-05-13T18:45:01.730Z"},{"id":"c6464fda-6641-4252-9426-0e46ec6243cf","position":2,"title":"Signals Served #008 — Efficiency Is Outcompeting Excess","description":"Issue #008 of Signals Served — week of April 21–27, 2026. The week the smallest round looked like the smartest: Skydio's deliberate $110M, Bolt's $40M ARR comeback, the one-click checkout autopsy, and 12 signals on capital efficiency reframed as moat. Founder Signal for each signal lives in the brief.","url":"https://stacklist.com/stack/c6464fda-6641-4252-9426-0e46ec6243cf","items_count":14,"privacy":"public","created_at":"2026-04-30T13:18:12.471Z","updated_at":null},{"id":"9c499a1c-d597-4608-b9d1-64023c26f771","position":3,"title":"Signals Served #007 — The Precision Premium","description":"Issue #007 of Signals Served — The Precision Premium. Week of April 13–19, 2026. 11 signals on how capital has stopped paying for possibility and started paying for legibility. Five deals took 75% of Q1. Public SaaS reset to 4.1x NTM. Anthropic rejected $800B. Founder Signal for each.","url":"https://stacklist.com/stack/9c499a1c-d597-4608-b9d1-64023c26f771","items_count":13,"privacy":"public","created_at":"2026-04-22T00:48:19.291Z","updated_at":null},{"id":"fa77ab39-7e0a-4ed7-a3f6-ec4dc1de7afa","position":4,"title":"Signals Served #006 — The Great Repricing","description":"Issue #006 of Signals Served — The Great Repricing. Week of April 7–13, 2026. 12 signals with Founder Signal for each, plus all source articles.","url":"https://stacklist.com/stack/fa77ab39-7e0a-4ed7-a3f6-ec4dc1de7afa","items_count":14,"privacy":"public","created_at":"2026-04-14T12:30:52.280Z","updated_at":null},{"id":"ede71528-4eaa-4db9-9741-a865b614428e","position":5,"title":"Signals Served #005 — The Market Rewards Math, Not Magic","description":"Issue #005 of Signals Served — The Market Rewards Math, Not Magic. Week of March 31–April 6, 2026. 13 signals with Founder Signal for each.","url":"https://stacklist.com/stack/ede71528-4eaa-4db9-9741-a865b614428e","items_count":15,"privacy":"public","created_at":"2026-04-07T03:09:42.505Z","updated_at":"2026-04-07T12:07:56.720Z"},{"id":"f6a4cfa3-5c03-4099-be2c-fc7cff1263f0","position":6,"title":"Signals Served #004 — Capital Concentrates","description":"Issue #004 of Signals Served by The VC Concierge. Week of March 24–30, 2026. Kleiner Perkins closed $3.5B for AI-only funds while non-AI startups contracted. The market is getting specific about what it funds.","url":"https://stacklist.com/stack/f6a4cfa3-5c03-4099-be2c-fc7cff1263f0","items_count":7,"privacy":"public","created_at":"2026-04-04T23:29:38.546Z","updated_at":null},{"id":"c11a86f0-7610-4e91-a5d5-c3257dbad410","position":7,"title":"Signals Served #003 — The Great Reallocation","description":"Issue #003 of Signals Served by The VC Concierge. Week of March 17–23, 2026. Capital, talent, and attention are reallocating simultaneously — and the winners are getting specific.","url":"https://stacklist.com/stack/c11a86f0-7610-4e91-a5d5-c3257dbad410","items_count":13,"privacy":"public","created_at":"2026-04-04T23:29:36.483Z","updated_at":null},{"id":"ac738c94-abbc-4c8c-85fa-7be66c617b3b","position":8,"title":"Signals Served #002 — The Infrastructure Tax","description":"Issue #002 of Signals Served by The VC Concierge. Week of March 10–15, 2026. The infrastructure layer is extracting more value than the application layer — and the tax is compounding.","url":"https://stacklist.com/stack/ac738c94-abbc-4c8c-85fa-7be66c617b3b","items_count":14,"privacy":"public","created_at":"2026-04-04T23:29:35.501Z","updated_at":null},{"id":"bda39e9f-b89b-45e7-b415-3e80b05f72b5","position":9,"title":"Signals Served #001 — The Cost Floor Fell","description":"Issue #001 of Signals Served by The VC Concierge. Week of March 3–8, 2026. Infrastructure costs dropped and investor standards rose in the same week — the market is compressing the gap between what's possible and what's fundable. 12 signals curated.","url":"https://stacklist.com/stack/bda39e9f-b89b-45e7-b415-3e80b05f72b5","items_count":13,"privacy":"public","created_at":"2026-04-04T23:29:33.919Z","updated_at":null},{"id":"d1cd80b1-4423-450f-aa1e-dd4f2fcd5782","position":10,"title":"Signals Served #010 — The New Patrons","description":"Issue #010 of Signals Served — The New Patrons. Week of May 5 – May 11, 2026. 12 signals with Founder Signal for each. The biggest AI checks this week bypassed Sand Hill Road — SAP, SpaceX, China's Big Fund, and Wall Street became the capital that sets price.","url":"https://stacklist.com/stack/d1cd80b1-4423-450f-aa1e-dd4f2fcd5782","items_count":15,"privacy":"public","created_at":"2026-05-13T11:07:24.369Z","updated_at":"2026-05-13T18:44:29.453Z"},{"id":"f8553b69-ce7a-48b8-ad46-b884c9a590e7","position":11,"title":"Signals Served #013 — The Specific Get Funded","description":"Source articles powering Signals Served #013 — The Specific Get Funded. Week of May 26 – June 1, 2026. 14 signals with Founder Signal for each. Anthropic raised $65B toward a $1T valuation while four sub-$30M vertical seeds closed — legal, construction, deterministic AI workflows, mRNA biology. The bar was legibility.","url":"https://stacklist.com/stack/f8553b69-ce7a-48b8-ad46-b884c9a590e7","items_count":14,"privacy":"public","created_at":"2026-06-05T17:28:31.294Z","updated_at":null},{"id":"4e9a6b47-d2ca-4b21-8344-f70c4f000e5e","position":12,"title":"Signals Served #011 — The Atoms Get Their Round","description":"Issue #011 of Signals Served — The Atoms Get Their Round. Week of May 12–18, 2026. 13 signals with Founder Signal for each. Anduril $5B at $61B, Helsing at $18B, Cerebras IPO above range, Fervo geothermal up 33%. Capital chose the physical layer AI runs on.","url":"https://stacklist.com/stack/4e9a6b47-d2ca-4b21-8344-f70c4f000e5e","items_count":15,"privacy":"public","created_at":"2026-05-26T23:58:21.508Z","updated_at":null},{"id":"8334c164-f5d5-4ce5-aa58-8b4fe9d231c0","position":13,"title":"Signals Served #012 — The Stack Is Getting Priced","description":"Issue #012 of Signals Served — The Stack Is Getting Priced. Week of May 19–25, 2026. 13 signals with Founder Signal for each. Anthropic committed $1.25B/month for compute, OpenAI filed for IPO, 80% of 2026 US VC went to mega-rounds. The AI stack got a public price at every layer.","url":"https://stacklist.com/stack/8334c164-f5d5-4ce5-aa58-8b4fe9d231c0","items_count":15,"privacy":"public","created_at":"2026-05-26T23:55:46.614Z","updated_at":null},{"id":"dcb2927f-22f4-4ef2-88b1-4f7b8957b555","position":14,"title":"Signals Served #014 — The Frontier Outgrew the Round","description":"Issue #014 of Signals Served — \"The Frontier Outgrew the Round.\" Week of June 2–8, 2026. The week the biggest AI names financed themselves with debt, IPOs, and balance sheets instead of venture — because they can collateralize compute, and seed founders can't. Source articles for all 14 signals.","url":"https://stacklist.com/stack/dcb2927f-22f4-4ef2-88b1-4f7b8957b555","items_count":15,"privacy":"public","created_at":"2026-06-09T18:41:39.672Z","updated_at":null},{"id":"b4b2a9ee-24c0-4e11-92f5-3eca6f0ce7a2","position":15,"title":"Signals Served #019 - Regulation Became the Moat","description":"Every source behind Issue #019 of Signals Served, The VC Concierge's weekly market-intelligence brief for seed-stage founders. Week of July 7-13, 2026: as horizontal AI commoditised, defensibility repriced toward the regulated surface area - licences, audits, encoded rules - because the outcomes a market trusts most are the ones a regulator grades. Norm Ai raised $120M at $1.2B for agentic law the same week the commoditising floor took its own money. 12 signals, a Founder Signal for each. For founders asking where a moat can still be built when capability itself is cheap.","url":"https://stacklist.com/stack/b4b2a9ee-24c0-4e11-92f5-3eca6f0ce7a2","items_count":14,"privacy":"public","created_at":"2026-07-21T20:14:42.859Z","updated_at":null},{"id":"4f648364-9585-4a1c-8ecf-6de928fbc694","position":16,"title":"Signals Served #018 - The Outcome Is the Product Now","description":"Every source behind Issue #018 of Signals Served, The VC Concierge's weekly market-intelligence brief for seed-stage founders. Week of June 30 - July 6, 2026: the market stopped paying for AI activity - seats, tokens, pilots - and started pricing results. Gartner put $234B of enterprise software spend at risk through 2030, PitchBook named the shift from seats to outcome-based digital labour, and 95% of enterprise AI pilots still never reach production. The market installed a scoreboard. 13 signals, a Founder Signal for each. For founders deciding what they should actually charge for.","url":"https://stacklist.com/stack/4f648364-9585-4a1c-8ecf-6de928fbc694","items_count":14,"privacy":"public","created_at":"2026-07-21T20:14:39.970Z","updated_at":null},{"id":"2cbf265e-f417-43da-a831-53da3b160287","position":17,"title":"Signals Served #016 - The Control Layer Got Funded","description":"Every source behind Issue #016 of Signals Served, The VC Concierge's weekly market-intelligence brief for seed-stage founders. Week of June 16-22, 2026: the week's largest checks went to the layer that secures, identifies and governs AI agents rather than to the agents themselves - Ent's $100M seed, NewCore's $66M for agent identity, Arcade's $60M action layer, and NeuralTrust's 17.2M euro round. Control is the product. 13 signals, a Founder Signal for each. For founders building on agents who need to know where the market is actually paying.","url":"https://stacklist.com/stack/2cbf265e-f417-43da-a831-53da3b160287","items_count":14,"privacy":"public","created_at":"2026-07-21T20:05:25.948Z","updated_at":null},{"id":"82ddf63b-26af-48b3-978e-1f22c4551655","position":18,"title":"Signals Served #017 — Capital Is Long Agents. Enterprises Just Got Short.","description":"Issue #017 of Signals Served — Capital Is Long Agents. Enterprises Just Got Short. Week of June 23–29, 2026. 12 signals with a Founder Signal for each, curated by The VC Concierge.","url":"https://stacklist.com/stack/82ddf63b-26af-48b3-978e-1f22c4551655","items_count":14,"privacy":"public","created_at":"2026-07-01T04:33:49.125Z","updated_at":null},{"id":"6cfa7d26-7afc-4b86-9353-055a269e0deb","position":19,"title":"Signals Served #015 — The Ground Moved Under the Model","description":"All source articles behind Signals Served #015 — \"The Ground Moved Under the Model\" (Week of June 9–15, 2026). The U.S. government switched off Anthropic's Fable 5 and Mythos 5 frontier models; the week's lesson was that single-provider dependency is now a political risk, not just a technical one. 12 signals, each with a Founder Signal. For founders tracking AI and venture market structure, funding, and regulatory shifts.","url":"https://stacklist.com/stack/6cfa7d26-7afc-4b86-9353-055a269e0deb","items_count":14,"privacy":"public","created_at":"2026-06-16T10:10:37.201Z","updated_at":null},{"id":"f947deb3-cc46-4708-be70-b5d70fe6a5d3","position":20,"title":"Signals Served #020 — Intelligence Got Cheap in Public","description":"Every source behind Issue #020 of Signals Served, The VC Concierge's weekly market-intelligence brief for seed-stage founders. Week of July 14–20, 2026: Moonshot's Kimi K3 reached frontier parity as an open-weight model while pricing its own API at Sonnet 5 parity, the semiconductor index fell into a bear market, and capital paid record prices for the scarcity the benchmark undercut. 13 signals, a Founder Signal for each. For founders tracking where defensibility moves when model capability stops being scarce.","url":"https://stacklist.com/stack/f947deb3-cc46-4708-be70-b5d70fe6a5d3","items_count":15,"privacy":"public","created_at":"2026-07-21T15:38:46.090Z","updated_at":null}],"stats":{"likes_count":0,"items_count":20},"_links":{"self":"/api/public/collection/de8ad83c-a1af-4ef7-8a9b-b5e05a71873b","html":"https://stacklist.com/collection/de8ad83c-a1af-4ef7-8a9b-b5e05a71873b","rss":"/api/feeds/collection/de8ad83c-a1af-4ef7-8a9b-b5e05a71873b/rss","json_feed":"/api/feeds/collection/de8ad83c-a1af-4ef7-8a9b-b5e05a71873b/json"}}