CapitalA quant venture firm allocating capital systematically, on data rather than partner intuition.
Our ML-models ranked all 200+ companies in YC S26
Find out your placement - then join QuantumLight, Touchmark and Campfire for a conversation on how models are replacing intuition when allocating capital, compute and enterprise resources.
Every attendee gets their score. Only the top 3 are named on stage.
The autonomous economy16 September · 16:00 - 19:30Campfire HQ, San Francisco
Ranks 4-10, in the open
- 01███████ ████
- 02███████ ████
- 03███████ ████
- 04Agency Tool CompanyIndustrials
- 0583 SciencesIndustrials
- 06HyperProbeB2B
- 07Prodigy ResearchFintech
- 08AtomarineIndustrials
- 09TareBioHealthcare
- 10RexB2B
Three scarce resources
One thesis
Capital, compute and enterprise resources are all allocated today by intuition, relationships and legacy process. Each of us is betting that systems do it better.
Capital
Enterprise resourcesAn AI-native ERP rebuilding how enterprises plan people, inventory and budgets, with AI as the engine rather than a bolt-on.
ComputeA marketplace for AI model inference, matching GPU supply and demand in the open instead of through opaque procurement.
The autonomous economy
16 September · 16:00 - 19:30 · San Francisco
Hosted by QuantumLight, Touchmark and Campfire.
16:00
Registration + networking
Doors open
An hour to arrive, grab a drink and catch up with the other founders. Most of the batch will have closed fundraising by the 16th - come share the ups and downs of your presumably recently closed round.
17:00
Keynote - inside Aleph
Andrew Stepanov, Head of AI, QuantumLight (30 min)
How a machine-learning system ranks an entire YC batch: the feature set, the training signal, and what the S26 scores actually say about allocating capital.
17:30
Q&A
Andrew Stepanov (15 min)
Open questions on the model, the scoring, and what it means for how capital gets allocated.
17:45
Panel - who decides where it goes
John Glasgow (CEO, Campfire), Ilia Bolgov and Roman Yanushevskyi (Touchmark), and Andrew Stepanov (QuantumLight), moderated by Andrew Stepanov
Capital, compute and enterprise resources are all being reallocated by models rather than by judgement. A technical conversation on what changes when the allocator is a system.
18:30
The full ranking, revealed + networking
Ranks 1 - 10
Every company in the top 10, with the scoring rationale, followed by an hour of drinks with the three teams.
Find out where
you ranked
Seats are limited and prioritised for S26 founders. Register on Luma and we'll confirm your place by email.
16 September · 16:00 - 19:30 · San Francisco