Morning VC Brief丨2025.11.14

Week46 Highlights丨Cursor, CHAOS Industries, Parallel, Code Metal, Wisdom AI, Tavus, Teradar, Uare AI

eric gu
November 14, 2025

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1/ Coding Assistant Cursor Raises $2.3B at $29B

Product: AI coding assistant that helps developers write and optimize code more efficiently
Highlight: Valuation jumped from $9.9B (June 2024) to $29.3B in just 5 months
Investors: Accel and Coatue(Lead), Nvidia, Google, Thrive Capital
Source

2/ Defense Technology CHAOS Industries Raises $510M at $4.5B

Product: Coherent Distributed Networks (CDN™) systems that detect threats to warfighters, borders, and critical infrastructure 10 minutes faster than traditional radars
Highlight: Recently acquired Ziva Corporation (global leader in wireless time synchronization); partnerships with Eglin Air Force Base; rapid deployment addressing surge in drone threats globally and at U.S. borders
Investor: Valor Equity Partners (Lead), 8VC, Accel
Source

3/ AI Web Infrastructure Parallel Raises $100M Series A at $740M

Product: Web APIs optimized for AI agents, including search and data extraction tools that provide accurate, fresh data from the web to power AI workflows
Highlight: Drops hallucination rates across AI workflows; serves sophisticated builders like Clay, Sourcegraph, and Fortune 100 companies
Investor: Kleiner Perkins and Index Ventures (Lead), Spark Capital, Khosla Ventures, First Round Capital
Source

4/ Verifiable AI Code Translation Platform Code Metal Raises $36.5M Series A at $250M

Product: AI-powered code translation platform that combines formal methods with AI to ensure provably correct, zero-error production code for mission-critical industries
Highlights: Deployed across defense, automotive, and semiconductor industries; on contract to deliver eight figures in revenue this year
Investor: Accel (Lead), RTX Ventures, Bosch Ventures, Smith Point Capital
Source

5/ AI Human Computing Platform Tavus Raises $40M Series B

Product: PALs (Personal Affective Links)—emotionally intelligent AI humans with multimodal capabilities (text, voice, face-to-face video) that can see, hear, remember, and act autonomously
Highlight: over 100,000 developers and enterprises using the platform; pioneering "human computing" by teaching machines to communicate like humans with emotional intelligence and agentic capabilities
Investor: CRV (Lead), Scale Venture Partners, Sequoia Capital, Y Combinator
Source

6/ AI Data Analytics Platform WisdomAI Raises $50M Series A

Product: Autonomous AI Data Analysts and AI Agents that provide real-time insights, reasoning across structured and unstructured data, with Enterprise Context Layer for accuracy and governance
Highlight: Mercury model integrated into ProxyAI, Buildglare, and Kilo Code; achieves 1,000+ tokens per second
Investor: Kleiner Perkins(Lead), NVentures, Coatue, Latitude Capital, Madrona, GTM Capital, Menlo Ventures
Source

7/ All-Weather Sensor Startup Teradar Exits Stealth with $150M Series B

Product: Modular terahertz sensor that combines radar's all-weather capabilities with lidar's high resolution; operates in the terahertz electromagnetic spectrum for autonomous driving and ADAS applications
Highlight: Working with 5 top U.S. and European automakers for validation; expects production contract for 2028-model vehicles; price point between radar and lidar
Investor: Capricorn Investment Group, Lockheed Martin Ventures, Ibex Investors
Source

8/ Personal AI Platform Uare.ai Raises $10.3M Seed

Product: Personal AI platform using Human Life Model (HLM) that replicates individuals' voice, personality, and expertise using only their own data; enables content generation, customer interactions, and project execution
Highlight: pivoted from legacy/immortality service to professional scaling tool for creators and professionals; users retain ownership of their AI models and can monetize them
Investor: Mayfield and Boldstart Ventures (Lead)
Source