- MAY 2026
- VC Scoring
- Category analysis
- Geography
The Conviction Map
Where category-defining AI companies actually cluster. The most crowded category isn't the one producing the most breakouts — and our scoring layer puts numbers on the gap.
- 41.5% vs 13.7%
- category-defining density, Infra vs Marketing
- 488 → 21.5%
- AI Agents: largest category, below-avg density
- $90M vs $9M
- median funding, CATEGORY_DEFINING vs HIGH_POTENTIAL
Read the report