AI Application-Layer Startup Radar

AI App-Layer Radar: Week of May 27 – June 3, 2026

Four AI application-layer deals this week: NavigateAI raised $25M seed for a construction copilot (led by Elad Gil, founded by Opendoor co-founder Eric Wu); Geordie AI closed $30M Series A for enterprise agent governance (Balderton Capital, founders from Darktrace and Snyk); Sekai raised $26M across seed and Series A for AI-native interactive app creation; and Alfred — a physical AI startup backed by Sam Altman — emerged from stealth. XCENA's $135M Series B (AI inference chips) rounds out the week from the infrastructure layer.