Q3 nodes inside the mandate
DoneSteps
1Read the tape
PitchBook slice for applied AI in Europe, closed after 1 July.
2Drop the labs
Foundation-model rounds marked watch-only. They are not a Fund II lead.
3Hand off
Three workflow names passed to Thesis Filter. None are in the book.
Inputs
- PitchBook tape
- Market map note
Sources used
Output
No new node this week clears both the round size and a system of record. Map stays as published on 1 Oct.
Open the map