Delve Tech Due Diligence · Meta-Analysis
AI/ML Infrastructure
LLM providers, vector databases, and the emerging AI tech stack
468
AI/ML Companies (96%)
58
Use OpenAI
40
Use Anthropic
9
Use Vector DBs
AI/ML in the Portfolio
468 of 485 companies (96%) are AI/ML-related based on product description and vendor analysis.
LLM Provider Landscape
OpenAI dominates as the LLM provider of choice, but Anthropic and Google are gaining ground. A small number of companies run self-hosted models (Llama/FIXIE).
Self-hosted LLMs (Llama, vLLM on Modal/Baseten) represent higher technical complexity but better IP protection and cost control at scale. Companies with self-hosted models tend to have more sophisticated infrastructure.
AI Vendor Ecosystem
Emerging AI Tech Stack
| Layer | Dominant | Alternatives |
|---|---|---|
| LLM API | OpenAI | Anthropic, Google Gemini, Perplexity |
| Voice AI | ElevenLabs + Twilio | Deepgram, AssemblyAI |
| Vector DB | Pinecone | Weaviate, Qdrant, pgvector |
| ML Inference | Modal, Baseten | Replicate, SageMaker |
| Auth | Clerk, STYTCH | Auth0, Okta |
Generated from ai/ml infrastructure module · 485 SOC 2 compliance reports · 2026-03-24