Real-time feature stores.

Feature stores with sub-second freshness for online ML.

Team-sized buildTrickle — one deal per quarter

Why now

Real-time fraud, personalization, and ranking all need real-time features. Most teams build it badly.

Repos with streaming-ingest adapters (Kafka, Kinesis), point-in-time correctness libraries, and serving APIs with caching.

We name publicprojects + categories only — never founders we track inside the paid product. The buyer’s edge stays inside the product.

A Lambda + DynamoDB + crossed fingers.

Heavy build. Fund only with prior ML-platform team. The wedge is one industry (fintech, e-commerce, ads).

Vector database engines — Vector search engines optimized for specific workloads — high-dimensional, hybrid, or local.
Postgres extension marketplaces — Postgres is now the AI database. The extension ecosystem is the next platform.
Columnar warehouse alternatives — Snowflake / BigQuery alternatives optimized for a specific shape — cheap, fast, or open.
Change data capture tools — CDC pipelines that don't require a Kafka cluster.

Data Infrastructure · sub-niche

Feature stores with sub-second freshness for online ML.

Team-sized buildTrickle — one deal per quarter

Real-time fraud, personalization, and ranking all need real-time features. Most teams build it badly.

Repos with streaming-ingest adapters (Kafka, Kinesis), point-in-time correctness libraries, and serving APIs with caching.

We name publicprojects + categories only — never founders we track inside the paid product. The buyer’s edge stays inside the product.

A Lambda + DynamoDB + crossed fingers.

Heavy build. Fund only with prior ML-platform team. The wedge is one industry (fintech, e-commerce, ads).

Vector database engines — Vector search engines optimized for specific workloads — high-dimensional, hybrid, or local.
Postgres extension marketplaces — Postgres is now the AI database. The extension ecosystem is the next platform.
Columnar warehouse alternatives — Snowflake / BigQuery alternatives optimized for a specific shape — cheap, fast, or open.
Change data capture tools — CDC pipelines that don't require a Kafka cluster.