Online marketplace for short-term rentals and experiences. San Francisco CA. Y Combinator W09 + Sequoia + a16z. IPO Dec 2020 at $47B. Co-founders: Brian Chesky, Joe Gebbia, Nathan Blecharczyk.

Semiconductor/networking; Galloway comparable for SpaceX $2T target valuation

Internet infrastructure and security company. San Francisco CA. NEA + Fidelity. IPO Sept 2019. $40B+ market cap. CDN, DDoS protection, zero-trust security. NYSE: NET.

AI voice generation platform. San Francisco CA. Andreessen Horowitz + Sequoia. Raised $180M Series C 2025. Best-in-class voice cloning and synthesis.

Designs integrated voltage regulator (IVR) chips using proprietary FinFast technology to deliver on-demand power for AI processors, data centers, and HPC systems.

Intel Corporation is an American multinational semiconductor company and one of the world's largest chip manufacturers by revenue. Headquartered in Santa Clara, California, Intel designs and manufactures processors, chipsets, and related technology, and is investing more than $100 billion in domestic US chip manufacturing capacity under the CHIPS and Science Act.

Computer-vision AI company providing data-centric visual inspection and document-extraction tools for manufacturers; founded by Andrew Ng.

Geospatial AI and spatial computing company. Spun off from Niantic May 2025 after sale of games division (Pokémon GO) to Scopely. Initially capitalized $250M. Developing world foundation model for geospatial/AR/AI understanding. Rob Painter is Strategy/GTM.

AI inference supercloud — pay-per-token GPU access without long-term contracts. San Mateo CA. Founded 2023 by Mike Henry (fmr Mythic, raised $165M) and Tim Harris (fmr Swift Navigation CEO, raised $250M). Launched April 2025. $42M total ($10M seed + $32M Series A April 2026). Series A led by Touring Capital + Kindred Ventures. Also: Samsung NEXT, Flume Ventures, Banyan Ventures. 500B+ tokens/day. 30% MoM revenue growth. Customers: Elicit, mem0, Gravity, Kotoba, Venice. 40 data centers, 15 countries.

Emeryville (SF Bay Area). Born as the Graphics Group inside Lucasfilm (1979), spun out 1986 when Steve Jobs bought it. Created RenderMan, the rendering standard Hollywood VFX adopted — the tech that taught LA how to render (Toy Story, 1995 = first fully CG feature). Acquired by Disney 2006; Pixar's Ed Catmull and John Lasseter then ran Walt Disney Animation. The Bay-Area source of the compute capability LA productionized.

Planted Solar develops an integrated platform combining software, terrain-following solar arrays, and automated installation technology to help developers build solar projects faster and more efficiently. The company enables solar deployment on previously underutilized land with significantly reduced footprints and construction timelines.

Photonic quantum computing company; quantum grant recipient (May 2026)

San Francisco CA. Global intelligence platform. Co-founded by Sean Gourley (TED2009 Fellow, Rhodes Scholar).

RapidFort is a software supply chain security company headquartered in Sunnyvale, CA. Its platform automatically secures container images by removing unused software components, reducing attack surface and vulnerabilities. The company is based at 440 North Wolfe Road, Sunnyvale, CA 94085.