🚀 We just launched a new newsletter — Company Launch Tracker.
We’re tracking company launches as they happen and surfacing the most interesting new founders and startups (yes, all outside of this stealth activity too). If you want to stay ahead of the curve, this is where you’ll find them first.
Right now we’ve got 5 subscribers: my wife, my mom, and that high school buddy who won’t stop pitching me his app. Be smart like them and get in early 👇
Subscribe to Company Launch Tracker
We run a live feed inside Gravity that tracks founders entering stealth and companies quietly exiting it.
What you’re reading here is about 1% of the stealth activity we pick up. The full tracker updates in real time as things change and new activity emerges.
If you want earlier access to everything, book some time with us to stay ahead.
In this issue of the Stealth Startup Spy, here is what we will uncover:
Ex-Google DeepMind engineer & IOI medalist goes stealth
Ex-Meta/Instagram engineer builds AI-native tooling for instant, drop-in gaming (YC S26)
a16z-backed ex-AWS engineer builds a compiler for agent-runnable workflows
Ex-Google engineer & prior-exit founder (acq. ANSYS) goes stealth on agentic chip design
Ex-Apple & Salesforce security engineer builds always-on infra for coding agents
And more…
Now let’s shine the spotlight… 💡💡💡
Real-time updates from founders who debut what they’ve been working on under stealth mode
FounderDNA: Serial Founder, Technical Founder, Former FAANG
Prior Experience: Software Engineer at Meta, Software Engineer at Instagram, Co-Founder at TestPhi, Honors Mathematics & Computer Science at NYU
Instaplay (YC S26) is building AI-native tooling for gaming, letting players create and drop into games instantly.
HQ: San Francisco, California, United States
Industry: AI Gaming, Consumer Tech | Team Size: 3
Key Investors: Y Combinator
Time Spent in Stealth Mode: 3 Months
FounderDNA: Serial Founder, Technical Founder, Masters Degree
Prior Experience: Co-Founder of Thread (YC W23), Software Engineer at Microsoft, Engineer at Polimorphic
Maxi is a financial companion that manages your money entirely through iMessage conversations, sending proactive reminders and spending insights without a separate app to open.
HQ: New York, New York, United States
Industry: Fintech, Consumer AI
Time Spent in Stealth Mode: 7 Months
FounderDNA: Technical Founder, Former FAANG, Top 10 University
Prior Experience: Software at Amazon Web Services, Operations (Growth) at Mercor, PM at Microsoft, Computer Science at UC Berkeley
Infragrid learns a workflow once from a company’s SOPs and screen recordings, then compiles it into code that runs across every app, giving AI agents a shared structured model to reason over instead of guessing from raw text.
HQ: San Francisco, California, United States
Industry: AI Infrastructure, Workflow Automation | Team Size: 3
Key Investors: Andreessen Horowitz (a16z)
Time Spent in Stealth Mode: 1 Month
FounderDNA: Technical Founder, Former FAANG
Prior Experience: Security Engineer at Apple, Security Engineer at Prelude, Security Engineer at Salesforce
Connect on: LinkedIn
Reachpad gives coding agents like Claude Code persistent, always-on infrastructure: a real Linux box that keeps running and waiting for you to reconnect after you log off.
HQ: San Francisco, California, United States
Industry: Developer Tools, AI Infrastructure
Time Spent in Stealth Mode: 2 Months
FounderDNA: Serial Founder, Technical Founder, Top 10 University
Prior Experience: Equity Modeling Technology at Balyasny Asset Management, Software Engineer at Microsoft, Summer Analyst at BlackRock, BASc Computer Science & Economics at University of Pennsylvania
Nimble gives freight-forwarding sales and pricing teams AI teammates that read every enquiry, chase rates, draft quotes, and keep customers informed.
HQ: San Francisco, California, United States
Industry: Logistics Tech, AI Agents | Team Size: 2
Time Spent in Stealth Mode: 7 Months
Illuminating clues left behind by world class talent and influential innovators who just went into stealth mode
Building something new for the “agentic revolution” in electronic design automation.
FounderDNA: Serial Founder, Technical Founder, Former FAANG, Prior Exit
Prior Experience: Founder at Gear Design Solutions (acquired by ANSYS), Software Engineer at Google, Senior Principal R&D Engineer at Ansys, Software Architect at Magma Design Automation
Connect on: LinkedIn
HQ: San Francisco, California, United States
Time Spent in Stealth Mode: 3 Months
FounderDNA: Serial Founder, Technical Founder
Prior Experience: Co-Founder & Chief Engineer at Scythe Robotics (acq’d by ASI), Electrical Engineer at Occipital, Co-Founder & CEO at Antumbra Technologies
Connect on: LinkedIn
HQ: San Francisco, California, United States
Time Spent in Stealth Mode: 2 Months
Building robotics and insurance infrastructure.
FounderDNA: Serial Founder, Technical Founder, Former FAANG, Top 10 University
Prior Experience: Software Engineer at Meta, Senior Software Engineer at Microsoft, Consulting Member of Technical Staff at Oracle
Connect on: LinkedIn
HQ: Greater Seattle Area, United States
Time Spent in Stealth Mode: 2 Months
FounderDNA: Serial Founder, Technical Founder, Doctorate Degree, Top 10 University
Prior Experience: Staff Applied Researcher at GitHub, Director of Research Engineering at Symbolica AI, PhD in Mathematics from the University of Chicago
Connect on: LinkedIn
HQ: Greater Chicago Area, United States
Time Spent in Stealth Mode: 1 Month
FounderDNA: Serial Founder, Technical Founder, Former FAANG
Prior Experience: Senior Software Engineer at Google DeepMind, Senior Software Engineer at Google, IOI medalist
Connect on: LinkedIn
HQ: New York, New York, United States
Time Spent in Stealth Mode: 1 Month
🚨Here’s the deal🚨This email has gotten too big. Exciting, but with more people following it, the edge diminishes. I’ve thought long and hard about what to do to preserve the value in the signals. I’m not sure about the final direction yet, but in the meantime I’ve been sending an email 48 hours earlier to a select group of paid subscribers. The feedback has been pretty positive so I’m going to open up the list for another 100 spots. To get signals early, Apply here!
Stay Stealthy,
Drake
Thank you for reading. If you liked it, share it with your friends, colleagues and everyone interested in staying ahead of the hidden developments in tech. Subscribe below and follow us on X / Twitter to never miss a company operating under stealth again.
Stealth Startup Spy is a data-driven newsletter for investors, journalists and tech enthusiasts interested in uncovering the next big move for key talent, real-time stealth company launches and technology advancements not in plain sight. We leverage the technology built at Gravity to shine a light on the hidden world of stealth startups.
No posts
Comments
Nothing yet. Say the first thing.
Sign in to join the conversation.