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GapMinder VC is a venture capital firm investing in early-stage B2B AI/Deeptech and SaaS startups born in the SEE region and diaspora, and igniting global scaling.

16/10/2026

Our portfolio company Deepstash has been named Consumer Tech Company of the Year at the 2026 Allstars Awards in London! 🏆

Organised by GP Bullhound, a global investment bank specialising in technology, Allstars has been recognising achievements across European tech for 24 years.

This year’s ceremony took place on 15 October, bringing founders and investors together to celebrate the winners.

Deepstash helps people make room for learning in their daily lives through short reads built around ideas from books. As investors, we’re proud to see the team’s work earn this recognition among European consumer technology companies.

Congratulations to the entire Deepstash team! We’re happy to celebrate this award with you!

Photo Credit: www.allstars-awards.com

15/10/2026

A year ago, OpenAI made more than twice as much revenue as Anthropic. Today, it's the other way around.
In Q2 2026, Anthropic earned $11.5B.

OpenAI earned $6.7B.

What changed? Each company chose a different customer.

👉𝐎𝐩𝐞𝐧𝐀𝐈 𝐛𝐮𝐢𝐥𝐭 𝐟𝐨𝐫 𝐜𝐨𝐧𝐬𝐮𝐦𝐞𝐫𝐬. ChatGPT has around 900M weekly users, but only about 5% pay. That's huge reach, but also a huge cost to serve everyone else for free.

👉𝐀𝐧𝐭𝐡𝐫𝐨𝐩𝐢𝐜 𝐛𝐮𝐢𝐥𝐭 𝐟𝐨𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬. They make up about 80% of its revenue. Companies pay more than individuals, and they spend more as AI becomes part of their daily work.

One caveat: Anthropic counts revenue from cloud partners in a way that makes its numbers look bigger than peers who report differently.

For founders, it’s important to understand who you sell to shape your business as much as what you build. Users are not the same as paying customers. We break this down, along with what Anthropic's IPO means for AI valuations, in our latest article:

14/10/2026

What does a seed market look like when capital holds steady but deals don't?

According to Crunchbase, around $2B went into just over 750 seed-stage companies in Q3 2026. That's down from last quarter and flat compared with a year ago.

The number of deals tells the bigger story. A year ago, more than 1,000 European companies raised a seed round each quarter. In Q3, it was closer to 750.

It's the same pattern we highlighted in our latest newsletter: capital is recovering faster than deal volume, and more of it is concentrating in fewer, larger rounds.

At GapMinder, we keep investing at Seed and Series A across Central and Eastern Europe. A slower market doesn't change our conviction in great founders. It just makes the ones building something durable easier to spot.

If you're raising in the coming months, we'd like to hear from you.

13/10/2026

"𝘐𝘵'𝘴 𝘦𝘢𝘴𝘪𝘦𝘳 𝘵𝘰 𝘣𝘶𝘪𝘭𝘥, 𝘣𝘶𝘵 𝘪𝘵'𝘴 𝘢𝘭𝘴𝘰 𝘮𝘶𝘤𝘩 𝘩𝘢𝘳𝘥𝘦𝘳 𝘵𝘰 𝘳𝘦𝘢𝘤𝘩 𝘵𝘩𝘦 𝘵𝘢𝘳𝘨𝘦𝘵 𝘤𝘶𝘴𝘵𝘰𝘮𝘦𝘳𝘴."

At the earliest stage, AI makes it dramatically easier to ship an MVP, deliver first value and test assumptions. But once you try to scale, you're competing for attention with buyers who are already flooded with AI-powered ads, outbound emails and calls.
Early signals are now easy to generate but hard to trust. Signups, demos and launch-day buzz can look like traction without the product ever becoming part of how a customer works.

Usage is not dependency.

In our article on PMF in the age of AI, we look at what real fit looks like now, across three layers, with insights from founders across our portfolio, including Nikola Komes (Insider CX), Matei Trebien (VoicePatrol) and Andrei Manolache (DesignVerse).

🔗 Link in the comments section.

12/10/2026

We’re leading a $3.4M investment in VoicePatrol, alongside Impact Ventures, Ollin Ventures and The Build Fund, to support the company’s global expansion and further technology development. 🎮

VoicePatrol uses AI to detect severe abuse in multiplayer voice chat and can automatically warn or mute offending players within five seconds. Its technology works across PC, console and VR, with monitoring limited to public lobbies and decisions to kick or ban players subject to human review.

As Matei Trebien, CEO and Co-Founder of VoicePatrol, explains:
“We need to leave normal banter and competitive trash talk alone and that requires a deep understanding of gaming context, not just simple keyword matching.”

According to VoicePatrol’s customer data, severe toxicity fell by 55–75% within three weeks of enabling automatic warnings and muting. Studios also reduced monthly moderation costs by 30–70%, while extending coverage to all public lobbies.

Robert Herscovici, our Investment Director, shares the reasoning behind the investment: “Gaming is a $213.9 billion global industry, and as multiplayer experiences continue to scale, player safety is becoming a critical challenge for game developers and platforms. VoicePatrol is solving this problem at the infrastructure level, using AI to detect extreme toxicity in real time and take action within 5 seconds.”

Congratulations to Matei and the VoicePatrol team! We’re pleased to continue backing their work as they expand internationally, serving both independent and AAA studios. 🚀

08/10/2026

The people behind *codeplain’s $3 million seed round got together on stage at How to Web today!

Our partner Cosmin Ochisor joined Dusan Omercevic, founder and CEO of *codeplain, and Vuk Lau, Partner at Silicon Gardens, for “Behind the Round”, moderated by Nikola Yanev. The session brought the founder and investor perspectives together to explore how the round came about.

We led the investment with Silicon Gardens participating again, having already backed *codeplain at pre-seed. What drew us to the company was its approach to a problem that becomes more pressing as AI generates more code: how to maintain the software we’re creating. *codeplain puts structured specifications at the centre of development, allowing teams to update what an application should do and regenerate the implementation as requirements change.

Dusan has spoken publicly about the 70 pitches it took to find the right investment partner. We’re glad that search brought us together, and that Cosmin is now supporting the company as a board member.

Thank you to Nikola and the How to Web team for making room for the story behind the investment!

08/10/2026

Before your next pitch, run through this. 📋

These come from what public investors will be asking Anthropic, and what we're already asking founders at Seed and Series A.

Swipe through for the 6 questions we'd want every founder to answer before raising: from how you calculate ARR and what your margins look like after inference, to who your real peers are and what each successful outcome costs you.

How many boxes can you check today?

If you're building in AI or B2B SaaS and planning a raise in the coming months, the full analysis will help you understand what investors will focus on and how to position your company before you walk into the room.

07/10/2026

A founder recently showed us a working product built in a weekend. Two years ago, that same demo would have taken a team months. 🚀

This is happening more and more in our pitch meetings. AI has made building faster and cheaper than ever, and that's genuinely exciting. But it also changes the question we ask next.

If you could build it in a weekend.
So, can someone else.

So what makes it hard to replace?
Look at where Big Tech is spending.

👉 NVIDIA bought Hugging Face.
👉 IBM bought Confluent.
👉 Salesforce bought Fin.

None of these deals is about a better model.

That's the lens we use when meeting founders across CEE. The companies that excite us give AI something no one else can: proprietary data, a place inside the workflows where work actually happens, and permission to act on it.

Building is getting easier. Building something that lasts isn't.

In our latest newsletter, we map the emerging AI stack through recent Big Tech M&A, look at why SaaS platforms are becoming the ex*****on layer for AI agents, and share what the latest fundraising data says about the European market.

📩 Subscribe to receive future editions and stay close to the market developments shaping venture capital and technology -
https://lp.gapminder.vc/subscribe-to-the-gapminder-pulse

06/10/2026

Every major IPO in San Francisco history, combined, adds up to less than a quarter of what Anthropic is reportedly targeting.

For four years, frontier AI has been priced in private rounds by a small group of investors. That is about to change. Once Anthropic lists, its value will be set every trading day by investors comparing it to everything else they could own, and reacting to every quarterly result.

In our latest article, we break down what that means for the rest of the market:
👉 Why AI economics look so different from SaaS?
👉 How model commoditization influences AI companies?
👉 The rise of open-weight models what does
👉 What we look for in AI companies raising this autumn?

Whatever price Anthropic lists at, it will become the reference point for how AI companies are valued, from trillion-dollar order books down to early-stage rounds.

05/10/2026

GapMinder is going to space. Literally. 🚀

Last Thursday, a small piece of our journey left Earth aboard a Genesis Space Flight Laboratories mission.

Inside: the founders and teams behind some of the companies we’ve had the privilege to back — and the people behind GapMinder.

A small capsule. A big reminder of what venture is ultimately about: backing people ambitious enough to build what doesn’t exist yet.

There are no limits to how far a bold idea can go.

See you in space. 🚀

Adres

Jan Van Goyenkade 8, 36 A Amsterdam
Amsterdam
1075

Website

http://gapminder.vc/

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