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Company

Greenoaks

Greenoaks Capital Partners is an investment firm making large growth-stage bets in technology companies, including AI and consumer startups.

Known aliases

  • Greenoaks Capital
  • Greenoaks Capital Partners

Current stories

leadershipOne report1 publisher

Salesforce agrees to buy AI interview startup Listen Labs at a reported 67 times revenue

Salesforce agreed to buy AI interview startup Listen Labs at a reported $2 billion, about 67 times its estimated revenue. Salesforce says the data will give its agents context, without saying how Listen's simulated customer answers are checked against real ones.

Publishers:implicator.ai

Reality

Evidence45
Adoption35
Hype gap+30
Incentives60
Confidence50
productOne report1 publisher

Airbound's $37M bet: air freight beats the truck only if the drone weighs less than the box

The design premise is that an aircraft should weigh less than its cargo. The one flying today weighs about 1.5 times its payload; the one that clears the bar is still under development.

Publishers:techcrunch.com

Reality

Evidence35
Adoption22
Hype gap+40
Incentives65
Confidence40
securityOne report1 publisher

AIR Security counts 17,800 AI add-ons taking instructions from outside their packages

The census behind a Sequoia-led round describes 6.7 million installations of add-ons that fetch their instructions at runtime, some of them Skills impersonating Anthropic and OpenAI to clear a security review.

Publishers:securityweek.com

Reality

Evidence28
Adoption18
Hype gap+45
Incentives85
Confidence35
buildOne report1 publisher

AIR Security raised $50M to inspect the skills an agent loads before it loads them

The founders' claim is that permissions describe an agent's reach while its context decides its behaviour, and their own scan of 142,836 public skills flagged roughly one in eight as leaning on an external resource they could not vouch for.

Publishers:runtimewire.com

Reality

Evidence45
Adoption22
Hype gap+30
Incentives80
Confidence55
buildOne report1 publisher

Simile's simulated shoppers: two 85 percents, one budget line

A $2B Series B rests on synthetic respondents agreeing with human focus groups 85 to 99 percent of the time. The band's floor and ceiling are not the same product.

Publishers:latent.space

Reality

Evidence24
Adoption28
Hype gap+46
Incentives78
Confidence52
productOne report1 publisher

Two auctions, one week: the disclosure gap buried in Situational Awareness's $30bn July

The Journal's reconstruction shows the fund shopping its Anthropic stake and its leveraged book at the same time, and telling only one set of buyers. That is a pricing problem for every AI secondary.

Publishers:thenextweb.com

Reality

Evidence58
Adoption38
Hype gap+18
Incentives66
Confidence54
investOne report1 publisher

The first AI IPO writes the comp sheet, and Anthropic is holding the pen

A reported climb from about $9B to $65B of run rate in seven months is being priced off 2028 forecasts. Whoever lists first sets the multiple your existing AI marks get argued against.

Reality

Evidence21
Adoption48
Hype gap+58
Incentives71
Confidence26