
Emergence Capital
@emergencecap
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We partner with founders transforming the way the world works. Subscribe to our monthly newsletter, Surfacing, at https://t.co/jZ0gCq3lNi.
San Francisco, CA
Joined June 2009
Enterprise software is entering a new era: from static tools to dynamic learning systems. Introducing the Emergence Rate: our framework for evaluating AI software based on its ability to evolve with users over time. Learn more from @gordonritter :
emcap.com
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Before AI agents and CLM became commonplace in legal tech, @jakesaper was already placing bold bets on companies of the future. As General Partner at @emergencecap, he backed game-changers like Ironclad and SimpleLegal — long before the hype even existed. In the latest episode,
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"Finally a startup podcast where you actually learn something that matters!" That's what I set out to do when I started having discussions with founders and operators around potentially doing a podcast. Why? Because most startup podcasts are basically a highlight reel that
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This essay from @emergencecap hits harder now than when it was first published. For years, GenAI models have been trained on public internet data—unstructured, noisy, and not always high-quality. It got us surprisingly far, but we’re quickly approaching the ceiling of what that
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9/ AI success = user behavior × proprietary data × continuous learning. Don’t settle for “demo AI.” Build the perpetual algorithm.
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8/ If you’re building in AI: Track your Emergence Rate. If you’re buying AI software: Ask how quickly it evolves. And if you’re investing: Look for products where customers are the secret proprietary training data.
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7/ We believe Emergence Rate is how the next great AI companies will be built — and funded. It’s now core to our diligence. And for the first time, we’re sharing the framework publicly: 👉
emcap.com
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6/ Hypothetical example: An AI medical platform notices patients are more likely to complete followup care if they get a quick text or call from their practitioner. The model detects and tracks this. Tests it. And now it recommends and pre-writes patient follow-ups across the
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5/ So what makes Emergence Rate so powerful? It’s measurable. We use these 3 pillars: ⚡️ Rate of Change 🎯 Quality of Change 🌍 Breadth of Adoption
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4/ On the flip side? Products that don’t evolve become “Crutch Software”: ✅ Looks impressive in a demo ❌ Can’t adapt to edge cases ❌ Users don’t get smarter ❌ Stagnates after onboarding
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3/ We’ve seen this again and again: AI startups with a high Emergence Rate compound user value. They close faster. Churn less. Justify premium pricing. And eventually, they become the perpetual algorithm at the heart of a company.
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2/ In SaaS, the best metric was NDR. In GenAI, it’s the Emergence Rate: ➤ How fast does your AI improve from real user behavior? ➤ Are improvements high quality, not just frequent? ➤ Do the best ideas spread across the org?
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1/ Most AI software isn’t evolving. It’s just performing. That’s why we built the Emergence Rate — a framework to measure whether AI products are actually learning and improving in the wild. 🧵 Here’s why it matters (and how to use it):
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We have @alexrlevin (CEO of Regal) on the Infinite Curiosity Pod today. They've raised funding from amazing investors such as @emergencecap, @fcollective, and @homebrew. Here are 7 key moments from the episode: “Now people are going, wait a second, at 10 cents a minute, I want
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Excited for the AI x Marketing Summit! Grateful to speakers like @KathleenEstreich,@meisenberg
@tejasmanohar , Meaghan Moore, Jen Rapp, Kaushik Patel, Chris O'Neill, @ToobaDurraze, @jakesaper & Arjun Saksena. 📅 Apr 23–24 📍San Francisco 🔗 https://t.co/vluWw9w0ko
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For many AI users, the “just use GPT-4o” mindset feels safe. Until you realize how much you’re spending on responses 𝘵𝘩𝘢𝘵 𝘥𝘪𝘥𝘯’𝘵 𝘯𝘦𝘦𝘥 𝘵𝘩𝘦 𝘱𝘰𝘸𝘦𝘳 𝘰𝘧 𝘢 𝘧𝘳𝘰𝘯𝘵𝘪𝘦𝘳 𝘮𝘰𝘥𝘦𝘭. That’s where ⚡Arcee Conductor⚡ comes in. It’s a smart model router that
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🚀 PearX 😍 DevAI When @susiewee & Edwin Zhang joined PearX, they had no product—just rare expertise & a bold vision to reinvent dev experience. Fast build. Real user feedback. Clear story. A short few days after Demo Day: $6M raised from @emergencecap , @Base10Partners
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Wonderful to support Chris Shutts and https://t.co/aXyZJ0ARX4 team and partner with @emergencecap to build 3x #CPQ winner leading to ServiceNow acquistion
logik.io
Logik.ai from ServiceNow simplifies complex omnichannel transaction processes with the industry’s first and only composable AI-powered CPQ solution.
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To Chris, Godard, and everyone at https://t.co/IAeGSeZ8Tf: Thank you for letting us be part of the ride. You’ve built something extraordinary, and we can’t wait to see what’s next.
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