Startup industry insights from major VC (Sep.2025, A)

AI Infrastructure, App & Software Development

I believe that focusing on the investment decisions made by undisputed leaders – venture funds that can sense the earliest signs of a unified trend – can help each of us draw our own conclusions and identify insights based on our business interests.

We present a selection of startups from two sectors—AI Infrastructure, and App & Software Development—in which the world’s most successful venture funds, namely Andreessen Horowitz (a16z), General Catalyst, Sequoia Capital, Lightspeed Venture Partners, and Y Combinator, have invested in September 2025.

AI INFRASTRUCTURE

In September, 5 funding rounds were directed towards projects that support the development and applied use of artificial intelligence applications. We found the startup Paid (Light Speed), which creates infrastructure for billing and cost tracking for AI agents, particularly interesting.

One of the two unicorns, Modular (General Catalyst), is also of special interest, as it offers a cloud platform for building, optimizing, and scaling AI systems.

APP & SOFTWARE DEVELOPMENT

In September, 9 startup projects were supported, all aimed at simplifying application development, including writing and correcting code, and developing design. All the startups supported by leading firms offer solutions that leverage the benefits of artificial intelligence.

The new startup Specific (Y Combinator) promises to develop an AI capable of creating complete applications using only textual descriptions. PostHog (Y Combinator), which achieved unicorn status, introduced a complete operating system containing a comprehensive set of tools for developers.