04 — STAX

STAX

STartup Architecture indeX

Live tech stack signals across 6,000+ venture-backed startups. Detecting what they build on, where they're hiring, and what's changing — in near-real-time.

companies tracked
funds covered
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What venture-backed startups actually run on

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One 6,000-company signal set. Multiple lenses.

Every view shares the same underlying dataset. Every number updates daily from live scans.

Data
Insights & briefs

Coming next: Trends · Charts · Cross-Portfolio Contamination Map · Detection Sprint additions


STAX detects signals from public sources only: company websites, job board platforms, GitHub organizations, job descriptions, DNS patterns, CSP headers, and more. No scraping of private systems. No access to non-public data.

Signal detection rates are not adoption rates — absence of a signal doesn't mean absence of use. But the signal that does leak through tells a consistent story, and it shows up weeks before it lands in earnings calls.

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Why

Twenty years of investing taught me one thing: I need better signal than what founders tell me in meetings.

STAX is the upstream sensor network I always wanted. It runs every day, tracks every company, and feeds the thinking behind everything I write at From the Porch.

This is a working tool, not a data product. The more you see here, the more you're seeing what I'm seeing.

— David Levy, Porch Capital


STAX Weekly Brief

AI infrastructure adoption lags at ~10% while hyperscaler dominance crystallizes

Week of April 13 — April 19, 2026

Google Workspace's 80% adoption leads Microsoft 365's 35% by a commanding margin, signaling entrenched productivity monopolization rather than competitive switching. AWS leads Google Cloud 51% to 38%, but the split reveals workload specialization — not the winner-take-all dynamic VCs expected. Cloudflare's 49% penetration approaches parity with hyperscalers, marking edge infrastructure as table stakes for AI-native products…

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