---
title: acme-example
type: companies
slug: companies/acme-example
---

# acme-example

Founded 2024 by alice-example. Originally a developer-tools company; pivoted
to vertical-AI in late 2024.

## State

- Founded: 2024-Q2
- Funding: seed from fund-a (2024-Q3), pre-seed from fund-b (2024-Q1)
- Stage: post-pivot growth
- Geography: Bay Area HQ; remote-friendly engineering team

## Takes

I think the team is significantly stronger than the average vertical-AI play
in this batch. The technical depth carries forward from the developer-tools
era even though the product surface is entirely different.

The biggest risk is competitive: the category will commoditize within 24
months as more general-purpose models close the gap. The team needs to
lock in distribution before that. I'd put the probability they hit
their stated ARR milestone before commoditization closes the window at about 60%.

Note: my market-timing calls have been late by 18 months on average over
the last two years. I might be early on this concern.
