Replicated is a commercial software distribution platform that helps independent software vendors ship and manage self-hosted, Kubernetes-based applications inside their customers' own environments - on-prem, air-gapped, VPC, VM, bare metal, or edge. Founded in 2015 by Grant Miller and Marc Campbell, the company gives SaaS vendors the tooling to package, install, license, update, and support enterprise deployments they don't directly control, letting them close security-sensitive enterprise and government customers without building distribution infrastructure themselves.
Scaled Cognition is a Mountain View AI company building what it calls the first Agentic Pretrained Transformer (APT), a model designed and trained specifically for taking reliable, policy-adherent actions rather than just predicting language. Founded by the team behind Semantic Machines (acquired by Microsoft in 2018), it targets enterprise customer-experience workflows where mistakes and hallucinations are unacceptable - financial services, healthcare, telecom, and insurance. In June 2026 the company raised a $100M Series A led by Khosla Ventures to expand its research team and accelerate enterprise deployments.
Arcee AI is a San Francisco-based open intelligence lab that builds small, efficient, US-made language models enterprises can own, customize and run inside their own infrastructure. Founded in 2023 by former Hugging Face and Roboflow operators, the company pioneered practical techniques like model merging (via its acquisition of mergekit) and Spectrum training, and has expanded from small language models into its own open-weight Arcee Foundation Model family, the Trinity mixture-of-experts models, and agentic products such as Arcee Conductor and Arcee Orchestra. Its pitch: smaller, domain-adapted models that rival frontier systems at a fraction of the cost while keeping data private.
Kloudfuse is a Cupertino-based observability company that unifies metrics, logs, traces, real user monitoring, continuous profiling, and LLM monitoring into a single observability data lake that runs inside a customer's own cloud (VPC) rather than a vendor SaaS. Founded in 2022 by veterans of Springpath, Nicira, VMware, and Cisco, it pitches an OpenTelemetry-native, AI/ML-powered platform that gives enterprises data ownership and 60-80% cost savings versus incumbents like Datadog. It launched out of stealth in November 2023 with $23M in funding and is used by companies including GE HealthCare, Zscaler, Tata 1mg, and Automation Anywhere.
Cake is a New York-based startup that bundles the sprawling open-source AI stack into a single managed platform, so companies - especially in regulated industries like finance, insurance and healthcare - can deploy AI inside their own cloud without wiring together 100+ tools by hand. Founded in 2022 by Misha Herscu and Skyler Thomas and launched from stealth in December 2024 with a $13M seed led by Google's Gradient Ventures, Cake handles the integration, security, governance and cost-monitoring glue around open-source components like LangChain, Ray, MLflow and vector databases, all deployed inside a customer's own VPC so data never leaves.