🚀 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-Lyft and Google product lead, Hirefly founder (acquired by Wellfound), builds something new
Ex-DOZR CTO ($42M raised Series B) builds full-stack real-world AGI, backed by HF0 and angels from Google, Amazon, Stripe and Uber
Ex-Apple deep learning lead and RealFace co-founder builds new AI venture
Ex-Google, SpaceX, and DoorDash engineer builds an AI "employee" with computer use and voice
Decade-long GP and co-founder of Underscore VC launches stealth AI infrastructure company
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, Top 10 University
Prior Experience: CTO & Co-Founder at DOZR ($42M raised Series B), Entrepreneur in Residence at Google, Venture Partner at Savant, ML Advisor at Tola Capital
Grizzly is building the full stack for real-world AGI: continually learning models, AI-native robots, frontier compute and energy. (Backed by HF0 and angels from Google, Amazon, Stripe and Uber.)
HQ: San Francisco, California, United States
Industry: Robotics, Frontier AI
Time Spent in Stealth Mode: 29 Months
FounderDNA: Serial Founder, Technical Founder, Former FAANG, Top 10 University
Prior Experience: Co-Founder at Composite AI, Software Engineer at Google, Software Engineer at SpaceX, Software Engineer at DoorDash
Sable builds Aidan, an AI employee powered by real-time computer use, vision, and voice that runs interactive, personalized customer interactions at scale.
HQ: San Francisco, California, United States
Industry: AI Agents, Customer Experience | Team Size: 17
Time Spent in Stealth Mode: 10 Months
FounderDNA: Top 10 University
Prior Experience: Product Manager at Microsoft, Data Science Manager at Cerevox, Product Manager at Amata, UC Berkeley alum
Kebra guides field technicians through jobs and automatically captures the exact documentation the back office needs, closing the paperwork gap that paralyzes service teams.
HQ: San Francisco, California, United States
Industry: Field Service Software, AI Documentation | Team Size: 2
Key Investors: Y Combinator (S26), SV Angel, Browder Capital
Time Spent in Stealth Mode: 6 Months
FounderDNA: Serial Founder, Technical Founder, Top 10 University
Prior Experience: Software Engineer at Bloomberg LP, Machine Learning Engineer at Morgan Stanley, iOS Development Instructor at University of Pennsylvania
Relay integrates with an insurance agency’s existing AMS to eliminate duplicate data entry and streamline certificates, renewals, quote support, and commission reviews.
HQ: San Francisco, California, United States
Industry: InsurTech, Workflow Automation | Team Size: 2
Time Spent in Stealth Mode: 4 Months
FounderDNA: Technical Founder, Masters Degree, Former FAANG, Top 10 University
Prior Experience: Senior Vice President at Atlassian, Senior Director of Engineering (Orion AR Glasses) at Meta, Director of Engineering (Messenger/Instagram Calling) at Facebook, Group Engineering Manager (Skype) at Microsoft
Thira is building secure, self-governing AI that operates inside the systems enterprises already run, designed to be governed end-to-end rather than bolted on after the fact.
HQ: Seattle, Washington, United States
Industry: Enterprise AI Governance, AI Security | Team Size: 3
Latest Funding: $21M Seed Round on 7/14/2026
Key Investors: Madrona, FUSE
Time Spent in Stealth Mode: 1 Month
Illuminating clues left behind by world class talent and influential innovators who just went into stealth mode
FounderDNA: Serial Founder, Masters Degree, Former FAANG, Prior Exit, Top 10 University
Prior Experience: Co-Founder & CEO at Hirefly (Acquired by Wellfound), Product Lead at Lyft, Product Manager at Google, Product Manager at Groupon
Connect on: LinkedIn
HQ: San Francisco, California, United States
Time Spent in Stealth Mode: 1 Month
FounderDNA: Serial Founder, Technical Founder, Masters Degree, Prior Exit
Prior Experience: Founding Engineer at kapa.ai, Co-Founder at Tremor (Acquired by Vercel), Software Engineer at Bloomberg LP, Software Engineer at Zalando
Connect on: LinkedIn
HQ: London Area, United Kingdom
Time Spent in Stealth Mode: 2 Months
FounderDNA: Serial Founder, Technical Founder, Doctorate Degree, Masters Degree, Former FAANG, Prior Exit
Prior Experience: Senior Research Scientist & Manager at Apple, Deep Learning Research Scientist at Apple, Co-Founder & Algorithms Lead at RealFace (acquired by Apple), Researcher at Microsoft
Connect on: LinkedIn
HQ: San Francisco, California, United States
Time Spent in Stealth Mode: 1 Month
FounderDNA: Serial Founder, Technical Founder, Masters Degree, Former FAANG, Top 10 University
Prior Experience: Co-Founder & General Partner at Underscore VC, Software Developer (iOS) at Apple, Quantitative Developer at Goldman Sachs, Digital Brand Manager at Procter & Gamble
Connect on: LinkedIn
HQ: United States
Time Spent in Stealth Mode: 1 Month
FounderDNA: Serial Founder, Technical Founder, Masters Degree, Former FAANG, Top 10 University
Prior Experience: COO at Spartan Radar, Technology & Supply Partnerships Lead at Nuro, Head of Business Development & Strategy at Ike, Chicago Booth MBA
Connect on: LinkedIn
HQ: San Francisco, California, United States
Time Spent in Stealth Mode: 5 Months
🚨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.
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