{ "generated": "2026-10-09", "labs": [ { "id": "ssi", "name": "Safe Superintelligence", "aliases": [ "SSI", "Safe Superintelligence Inc" ], "url": "https://ssi.inc", "founded": 2024, "hq": { "city": "Palo Alto", "country": "US" }, "topic": "superintelligence", "thesis": "A straight shot at safe superintelligence, insulated from short-term commercial pressure. No product, no roadmap.", "founders": [ { "name": "Ilya Sutskever", "ex": "OpenAI" }, { "name": "Daniel Gross", "ex": "Apple" }, { "name": "Daniel Levy", "ex": "OpenAI" } ], "funding": { "rounds": [ { "type": "Series A", "amount_usd_m": 1000, "valuation_usd_m": 5000, "date": "2024-09-04", "lead": [ "Sequoia", "Andreessen Horowitz", "DST Global", "NFDG" ], "investors": [], "source": "https://en.wikipedia.org/wiki/Safe_Superintelligence_Inc." }, { "type": "Series B", "amount_usd_m": 2000, "valuation_usd_m": 32000, "date": "2025-04-11", "lead": [ "Greenoaks" ], "investors": [ "Andreessen Horowitz", "Google", "Nvidia" ], "source": "https://www.ft.com/content/792e09b2-f63b-41ac-8be8-e10e75ead2d1" }, { "type": "Strategic", "amount_usd_m": 5000, "valuation_usd_m": 32000, "date": "2026-07-27", "lead": [ "Nvidia" ], "investors": [], "source": "https://www.reuters.com/legal/transactional/nvidia-invest-5-billion-ilya-sutskevers-ai-startup-source-says-2026-07-27/", "note": "Equity investment plus a 10x compute commitment; much of it buys Nvidia hardware" } ], "other_investors": [], "total_usd_m": 8000 }, "status": "stealth", "tier": "frontier", "product": null, "notes": null, "talks": null, "in_blog": true, "sources": [ { "url": "https://ssi.inc/", "title": "SSI mission" }, { "url": "https://valueaddvc.com/blog/safe-superintelligence-valuation-2026-32-billion-zero-revenue-and-ilya-sutskevers-7-billion-bet", "title": "$32B with zero revenue" } ], "last_round": { "type": "Strategic", "amount_usd_m": 5000, "valuation_usd_m": 32000, "date": "2026-07-27", "lead": [ "Nvidia" ], "investors": [], "source": "https://www.reuters.com/legal/transactional/nvidia-invest-5-billion-ilya-sutskevers-ai-startup-source-says-2026-07-27/", "note": "Equity investment plus a 10x compute commitment; much of it buys Nvidia hardware" }, "ex": [ "OpenAI", "Apple" ], "investors": [ "Sequoia", "Andreessen Horowitz", "DST Global", "NFDG", "Greenoaks", "Google", "Nvidia" ], "leads": [ "Andreessen Horowitz", "DST Global", "Greenoaks", "NFDG", "Nvidia", "Sequoia" ], "region": "North America", "valuation_usd_m": 32000, "valuation_kind": "reported" }, { "id": "reflection-ai", "name": "Reflection AI", "aliases": [ "Reflection" ], "url": "https://reflection.ai", "founded": 2024, "hq": { "city": "New York", "country": "US" }, "topic": "open-models", "thesis": "American open-weight frontier models as a sovereign alternative to closed labs and Chinese open models.", "founders": [ { "name": "Misha Laskin", "ex": "Google DeepMind" }, { "name": "Ioannis Antonoglou", "ex": "Google DeepMind" } ], "funding": { "rounds": [ { "type": "Series A", "amount_usd_m": 130, "valuation_usd_m": 545, "date": "2025-03-01", "lead": [ "Lightspeed", "CRV" ], "investors": [ "Sequoia" ], "source": "https://sacra.com/c/reflection-ai/" }, { "type": "Series B", "amount_usd_m": 2000, "valuation_usd_m": 8000, "date": "2025-10-09", "lead": [ "Nvidia" ], "investors": [ "Eric Schmidt", "Citi", "1789 Capital", "Sequoia", "Lightspeed", "CRV", "DST Global", "B Capital" ], "source": "https://reflection.ai/blog/frontier-open-intelligence" }, { "type": "Series C", "amount_usd_m": 2500, "valuation_usd_m": 25000, "date": "2026-04-01", "lead": [ "Nvidia" ], "investors": [ "JPMorgan" ], "source": "https://www.turingpost.com/p/reflectionai", "note": "$25B pre-money; CEO confirmed close in April 2026" } ], "other_investors": [], "total_usd_m": 4630 }, "status": "open-model", "tier": "frontier", "product": "Beam, a 501B-parameter open-weight model, released 5 Oct 2026; provider to US National Labs.", "notes": null, "talks": null, "in_blog": true, "sources": [ { "url": "https://www.wsj.com/tech/ai/nvidia-backed-startup-seeking-to-counter-chinese-ai-eyes-25-billion-valuation-3bd8216c", "title": "WSJ on the $25B round" }, { "url": "https://www.layer3labs.io/guides/reflection-ai-explained", "title": "What ships" }, { "url": "https://techcrunch.com/2026/10/05/reflection-debuts-beam-a-open-weight-ai-model-to-rival-chinese-models-at-low", "title": "Reflection debuts Beam (TechCrunch)" } ], "last_round": { "type": "Series C", "amount_usd_m": 2500, "valuation_usd_m": 25000, "date": "2026-04-01", "lead": [ "Nvidia" ], "investors": [ "JPMorgan" ], "source": "https://www.turingpost.com/p/reflectionai", "note": "$25B pre-money; CEO confirmed close in April 2026" }, "ex": [ "Google DeepMind" ], "investors": [ "Lightspeed", "CRV", "Sequoia", "Nvidia", "Eric Schmidt", "Citi", "1789 Capital", "DST Global", "B Capital", "JPMorgan" ], "leads": [ "CRV", "Lightspeed", "Nvidia" ], "region": "North America", "valuation_usd_m": 25000, "valuation_kind": "reported" }, { "id": "skild-ai", "name": "Skild AI", "aliases": [ "Skild" ], "url": "https://skild.ai", "founded": 2023, "hq": { "city": "Pittsburgh", "country": "US" }, "topic": "robotics", "thesis": "Skild Brain, an omni-bodied robot foundation model; crossed $100M ARR with 60+ paying customers in Sept 2026.", "founders": [ { "name": "Deepak Pathak", "ex": "CMU" }, { "name": "Abhinav Gupta", "ex": "CMU" } ], "funding": { "rounds": [ { "type": "Series A", "amount_usd_m": 300, "valuation_usd_m": 1500, "date": "2024-07-09", "lead": [ "Lightspeed", "Coatue", "SoftBank", "Jeff Bezos" ], "investors": [ "Sequoia", "Menlo Ventures", "General Catalyst", "CRV" ], "source": "https://tracxn.com/d/companies/skild/__2UONhWmLwU2veLVgMlZmmgvKLONC_6y_MfympgL6if4" }, { "type": "Series B", "amount_usd_m": 110, "valuation_usd_m": 4000, "date": "2025-09-15", "lead": [ "SoftBank" ], "investors": [ "Nvidia" ], "source": "https://tracxn.com/d/companies/skild/__2UONhWmLwU2veLVgMlZmmgvKLONC_6y_MfympgL6if4", "note": "Tracxn lists $1.81B total across rounds; this entry is the remainder before the Series C" }, { "type": "Series C", "amount_usd_m": 1400, "valuation_usd_m": 14000, "date": "2026-01-14", "lead": [ "SoftBank" ], "investors": [ "Nvidia", "Macquarie Capital", "Jeff Bezos" ], "source": "https://www.businesswire.com/news/home/20260114335623/en/Skild-AI-Raises-%241.4B-Now-Valued-Over-%2414B" } ], "other_investors": [], "total_usd_m": 1810 }, "status": "product", "tier": "category", "product": "$100M ARR reported 10 Sep 2026 (company figures).", "notes": null, "talks": null, "in_blog": true, "sources": [ { "url": "https://skild.ai/blogs/skild-crosses-100m-arr", "title": "Skild crosses $100M ARR" } ], "last_round": { "type": "Series C", "amount_usd_m": 1400, "valuation_usd_m": 14000, "date": "2026-01-14", "lead": [ "SoftBank" ], "investors": [ "Nvidia", "Macquarie Capital", "Jeff Bezos" ], "source": "https://www.businesswire.com/news/home/20260114335623/en/Skild-AI-Raises-%241.4B-Now-Valued-Over-%2414B" }, "ex": [ "CMU" ], "investors": [ "Lightspeed", "Coatue", "SoftBank", "Jeff Bezos", "Sequoia", "Menlo Ventures", "General Catalyst", "CRV", "Nvidia", "Macquarie Capital" ], "leads": [ "Coatue", "Jeff Bezos", "Lightspeed", "SoftBank" ], "region": "North America", "valuation_usd_m": 14000, "valuation_kind": "reported" }, { "id": "poolside", "name": "Poolside", "aliases": [], "url": "https://www.poolside.ai", "founded": 2023, "hq": { "city": "San Francisco", "country": "US" }, "topic": "coding", "thesis": "Code-specialised foundation models trained with RL from code execution; open-weight Laguna models; the Model Factory training stack.", "founders": [ { "name": "Jason Warner", "ex": "GitHub" }, { "name": "Eiso Kant", "ex": "Athenian" } ], "funding": { "rounds": [ { "type": "Licence + investment", "amount_usd_m": 1000, "valuation_usd_m": 12000, "date": "2026-08-20", "lead": [ "Nvidia" ], "investors": [], "source": "https://www.saastr.com/20vc-x-saastr-nvidia-pays-6b-for-poolsides-model-factory-openai-has-to-go-public-in-2027-and-why-9b-no-longer-clears-the-bar-for-seed/", "note": "Nvidia pays $6B for a non-exclusive licence to Model Factory, hires 109 staff and invests $1B at $12B pre-money; not an acquisition" } ], "other_investors": [], "total_usd_m": 1000 }, "status": "licensed", "tier": "category", "product": "Open-weight Laguna coding models.", "notes": null, "talks": null, "in_blog": true, "sources": [ { "url": "https://www.poolside.ai/", "title": "Poolside" } ], "last_round": { "type": "Licence + investment", "amount_usd_m": 1000, "valuation_usd_m": 12000, "date": "2026-08-20", "lead": [ "Nvidia" ], "investors": [], "source": "https://www.saastr.com/20vc-x-saastr-nvidia-pays-6b-for-poolsides-model-factory-openai-has-to-go-public-in-2027-and-why-9b-no-longer-clears-the-bar-for-seed/", "note": "Nvidia pays $6B for a non-exclusive licence to Model Factory, hires 109 staff and invests $1B at $12B pre-money; not an acquisition" }, "ex": [ "GitHub", "Athenian" ], "investors": [ "Nvidia" ], "leads": [ "Nvidia" ], "region": "North America", "valuation_usd_m": 12000, "valuation_kind": "reported" }, { "id": "thinking-machines", "name": "Thinking Machines Lab", "aliases": [ "Thinking Machines", "TML" ], "url": "https://thinkingmachines.ai", "founded": 2025, "hq": { "city": "San Francisco", "country": "US" }, "topic": "superintelligence", "thesis": "Frontier multimodal models built around human collaboration; open research and a managed fine-tuning API.", "founders": [ { "name": "Mira Murati", "ex": "OpenAI" }, { "name": "John Schulman", "ex": "OpenAI" }, { "name": "Barret Zoph", "ex": "OpenAI" }, { "name": "Lilian Weng", "ex": "OpenAI" }, { "name": "Andrew Tulloch", "ex": "Meta" }, { "name": "Soumith Chintala", "ex": "Meta" } ], "funding": { "rounds": [ { "type": "Seed", "amount_usd_m": 2000, "valuation_usd_m": 12000, "date": "2025-07-15", "lead": [ "Andreessen Horowitz" ], "investors": [ "Nvidia", "AMD", "Cisco", "Accel", "ServiceNow", "Jane Street" ], "source": "https://www.builtinsf.com/articles/thinking-machines-lab-raises-2b-10b-valuation-20250623" } ], "other_investors": [], "total_usd_m": 2000 }, "status": "api", "tier": "frontier", "product": "Tinker fine-tuning API, generally available 12 Dec 2025; Inkling open-weight model (Jul 2026).", "notes": null, "talks": { "amount_usd_m": 1000, "valuation_usd_m": 40000, "date": "2026-09-03", "lead": [ "Accel" ], "note": "Nvidia weighing ~$2.5B; a $50-60B round collapsed in Jan 2026", "source": "https://techcrunch.com/2026/09/03/accel-reportedly-in-talks-to-lead-1b-round-for-thinking-machines-at-40b-valuation/" }, "in_blog": true, "sources": [ { "url": "https://thinkingmachines.ai/news/tinker-general-availability/", "title": "Tinker general availability" }, { "url": "https://valueaddvc.com/blog/thinking-machines-valuation-what-mira-muratis-ai-lab-is-worth-and-who-funded-it", "title": "Valuation history" } ], "last_round": { "type": "Seed", "amount_usd_m": 2000, "valuation_usd_m": 12000, "date": "2025-07-15", "lead": [ "Andreessen Horowitz" ], "investors": [ "Nvidia", "AMD", "Cisco", "Accel", "ServiceNow", "Jane Street" ], "source": "https://www.builtinsf.com/articles/thinking-machines-lab-raises-2b-10b-valuation-20250623" }, "ex": [ "OpenAI", "Meta" ], "investors": [ "Andreessen Horowitz", "Nvidia", "AMD", "Cisco", "Accel", "ServiceNow", "Jane Street" ], "leads": [ "Andreessen Horowitz" ], "region": "North America", "valuation_usd_m": 12000, "valuation_kind": "reported" }, { "id": "cognition", "name": "Cognition", "aliases": [], "url": "https://cognition.com", "founded": 2023, "hq": { "city": "San Francisco", "country": "US" }, "topic": "coding", "thesis": "Devin, the autonomous software engineer; the blog's counterexample to a rigid talent-capital-customers order.", "founders": [ { "name": "Scott Wu", "ex": null }, { "name": "Walden Yan", "ex": null }, { "name": "Steven Hao", "ex": null } ], "funding": { "rounds": [ { "type": "Series A", "amount_usd_m": 21, "valuation_usd_m": null, "date": "2024-03-12", "lead": [ "Founders Fund" ], "investors": [], "source": "https://cognition.com/blog/introducing-devin" }, { "type": "Series C", "amount_usd_m": 400, "valuation_usd_m": 10200, "date": "2025-09-08", "lead": [ "Founders Fund" ], "investors": [ "Lux Capital", "8VC", "Elad Gil", "Bain Capital Ventures" ], "source": "https://cognition.com/blog/funding-growth-and-the-next-frontier-of-ai-coding-agents" } ], "other_investors": [], "total_usd_m": 421 }, "status": "product", "tier": "category", "product": "Devin, early access Mar 2024.", "notes": null, "talks": null, "in_blog": true, "sources": [ { "url": "https://cognition.com/blog/introducing-devin", "title": "Introducing Devin" } ], "last_round": { "type": "Series C", "amount_usd_m": 400, "valuation_usd_m": 10200, "date": "2025-09-08", "lead": [ "Founders Fund" ], "investors": [ "Lux Capital", "8VC", "Elad Gil", "Bain Capital Ventures" ], "source": "https://cognition.com/blog/funding-growth-and-the-next-frontier-of-ai-coding-agents" }, "ex": [], "investors": [ "Founders Fund", "Lux Capital", "8VC", "Elad Gil", "Bain Capital Ventures" ], "leads": [ "Founders Fund" ], "region": "North America", "valuation_usd_m": 10200, "valuation_kind": "reported" }, { "id": "typesafe-ai", "name": "TypeSafe AI", "aliases": [ "TypeSafe" ], "url": "https://typesafe.ai", "founded": 2024, "hq": { "city": "San Francisco", "country": "US" }, "topic": "architectures", "thesis": "Machine-native, composable AI: Jev, a 'System One' model priced per billion tokens, 100x cheaper than LLMs.", "founders": [ { "name": "Diogo Almeida", "ex": "OpenAI" }, { "name": "Erik Gafni", "ex": null }, { "name": "Sasha Sheng", "ex": null } ], "funding": { "rounds": [ { "type": "Seed", "amount_usd_m": 40, "valuation_usd_m": null, "date": "2026-09-15", "lead": [ "DCVC" ], "investors": [], "source": "https://www.businesswire.com/news/home/20260915525333/en/TypeSafe-AI-Emerges-From-Stealth-With-%2440M-in-Funding-With-New-Model-for-Composable-AI" }, { "type": "Series A", "amount_usd_m": 870, "valuation_usd_m": 7500, "date": "2026-10-09", "lead": [ "Andreessen Horowitz" ], "investors": [], "source": "https://techcrunch.com/2026/10/09/the-maker-of-non-text-ai-model-jev-valued-at-7-5b-just-weeks-after-launch", "note": "Reported by TechCrunch and Bloomberg 24 days after the seed; a16z published its investment note" } ], "other_investors": [], "total_usd_m": 910 }, "status": "api", "tier": "category", "product": "Jev model, launched with the round.", "notes": null, "talks": null, "in_blog": false, "sources": [ { "url": "https://techstartups.com/2026/09/16/typesafe-ai-an-ai-startup-founded-by-chatgpt-co-inventor-emerges-from-stealth-with-40m-to-build-ai-thats-100x-faster-and-cheaper/", "title": "techstartups" }, { "url": "https://a16z.com/announcement/investing-in-typesafe-ai", "title": "Investing in TypeSafe AI (a16z)" } ], "last_round": { "type": "Series A", "amount_usd_m": 870, "valuation_usd_m": 7500, "date": "2026-10-09", "lead": [ "Andreessen Horowitz" ], "investors": [], "source": "https://techcrunch.com/2026/10/09/the-maker-of-non-text-ai-model-jev-valued-at-7-5b-just-weeks-after-launch", "note": "Reported by TechCrunch and Bloomberg 24 days after the seed; a16z published its investment note" }, "ex": [ "OpenAI" ], "investors": [ "DCVC", "Andreessen Horowitz" ], "leads": [ "Andreessen Horowitz", "DCVC" ], "region": "North America", "valuation_usd_m": 7500, "valuation_kind": "reported" }, { "id": "general-intuition", "name": "General Intuition", "aliases": [], "url": "https://www.generalintuition.com", "founded": 2025, "hq": { "city": "New York", "country": "US" }, "topic": "world-models", "thesis": "Action and world models trained on Medal's two billion gameplay videos, for agents that need spatial and temporal reasoning.", "founders": [ { "name": "Pim de Witte", "ex": "Medal" }, { "name": "Eloi Alonso", "ex": "Geneva" }, { "name": "Vincent Micheli", "ex": "Geneva" }, { "name": "Adam Jelley", "ex": "Edinburgh" } ], "funding": { "rounds": [ { "type": "Seed", "amount_usd_m": 134, "valuation_usd_m": null, "date": "2025-10-13", "lead": [ "Khosla Ventures" ], "investors": [ "General Catalyst", "Raine" ], "source": "https://www.instagram.com/p/DP65DtgETEE/" }, { "type": "Series A", "amount_usd_m": 320, "valuation_usd_m": 2300, "date": "2026-06-25", "lead": [ "Khosla Ventures" ], "investors": [], "source": "https://www.linkedin.com/posts/victorknaap_physical-ai-from-holland-today-general-activity-7475985477406380032-DZiU" }, { "type": "Series B", "amount_usd_m": 220, "valuation_usd_m": 6200, "date": "2026-09-30", "lead": [], "investors": [], "source": "https://finsmes.com/2026/09/general-intuition-raises-usd220m-in-funding-at-usd-6-2-billion-valuation.html" } ], "other_investors": [], "total_usd_m": 674 }, "status": "research", "tier": "category", "product": null, "notes": null, "in_blog": false, "sources": [ { "url": "https://cleverhack.com/neolab-and-emerging-ai-lab-tracker", "title": "cleverhack tracker" } ], "last_round": { "type": "Series B", "amount_usd_m": 220, "valuation_usd_m": 6200, "date": "2026-09-30", "lead": [], "investors": [], "source": "https://finsmes.com/2026/09/general-intuition-raises-usd220m-in-funding-at-usd-6-2-billion-valuation.html" }, "ex": [ "Medal", "Geneva", "Edinburgh" ], "investors": [ "Khosla Ventures", "General Catalyst", "Raine" ], "leads": [ "Khosla Ventures" ], "region": "North America", "valuation_usd_m": 6200, "valuation_kind": "reported" }, { "id": "hark", "name": "Hark", "aliases": [], "url": "https://hark.com", "founded": 2026, "hq": { "city": "San Jose", "country": "US" }, "topic": "human-centric", "thesis": "Personalised multimodal AI and bespoke hardware as a new interface to computing; secretive.", "founders": [ { "name": "Brett Adcock", "ex": "Figure" } ], "funding": { "rounds": [ { "type": "Series A", "amount_usd_m": 700, "valuation_usd_m": 6000, "date": "2026-05-21", "lead": [ "Parkway" ], "investors": [ "Nvidia", "AMD", "ARK Invest", "Brookfield", "Intel", "Qualcomm", "Salesforce Ventures" ], "source": "https://www.newcomer.co/p/the-abrupt-fall-of-situational-awareness", "note": "Round filled largely by strategics" } ], "other_investors": [], "total_usd_m": 700 }, "status": "product", "tier": "category", "product": "A privacy-focused AI personal assistant, released 6 Oct 2026.", "notes": null, "talks": null, "in_blog": false, "sources": [ { "url": "https://www.newcomer.co/p/the-abrupt-fall-of-situational-awareness", "title": "Newcomer on Hark and vendor financing" }, { "url": "https://techcrunch.com/2026/10/06/hark-releases-an-ai-personal-assistant-with-a-focus-on-privacy", "title": "Hark releases an AI personal assistant (TechCrunch)" } ], "last_round": { "type": "Series A", "amount_usd_m": 700, "valuation_usd_m": 6000, "date": "2026-05-21", "lead": [ "Parkway" ], "investors": [ "Nvidia", "AMD", "ARK Invest", "Brookfield", "Intel", "Qualcomm", "Salesforce Ventures" ], "source": "https://www.newcomer.co/p/the-abrupt-fall-of-situational-awareness", "note": "Round filled largely by strategics" }, "ex": [ "Figure" ], "investors": [ "Parkway", "Nvidia", "AMD", "ARK Invest", "Brookfield", "Intel", "Qualcomm", "Salesforce Ventures" ], "leads": [ "Parkway" ], "region": "North America", "valuation_usd_m": 6000, "valuation_kind": "reported" }, { "id": "physical-intelligence", "name": "Physical Intelligence", "aliases": [], "url": "https://www.physicalintelligence.company", "founded": 2024, "hq": { "city": "San Francisco", "country": "US" }, "topic": "robotics", "thesis": "General-purpose robot policies (pi0 and successors) released as open weights.", "founders": [ { "name": "Karol Hausman", "ex": "Google DeepMind" }, { "name": "Sergey Levine", "ex": "UC Berkeley" }, { "name": "Chelsea Finn", "ex": "Stanford" }, { "name": "Brian Ichter", "ex": "Google DeepMind" }, { "name": "Lachy Groom", "ex": "Stripe" } ], "funding": { "rounds": [ { "type": "Series A", "amount_usd_m": 400, "valuation_usd_m": 2400, "date": "2024-11-04", "lead": [ "Jeff Bezos", "Thrive Capital", "Lux Capital" ], "investors": [ "OpenAI", "Sequoia" ], "source": "https://valueaddvc.com/blog/physical-intelligence-valuation-2026-robot-foundation-models" }, { "type": "Series B", "amount_usd_m": 600, "valuation_usd_m": 5600, "date": "2025-11-20", "lead": [], "investors": [ "OpenAI", "Nvidia", "Jeff Bezos" ], "source": "https://valueaddvc.com/blog/physical-intelligence-valuation-2026-robot-foundation-models" } ], "other_investors": [], "total_usd_m": 1000 }, "status": "open-model", "tier": "category", "product": null, "notes": null, "talks": { "amount_usd_m": 1000, "valuation_usd_m": 11000, "date": "2026-03-01", "lead": [], "note": "Reported discussions above $11B", "source": "https://www.teahose.com/guides/physical-intelligence-valuation" }, "in_blog": true, "sources": [ { "url": "https://valueaddvc.com/blog/physical-intelligence-valuation-2026-robot-foundation-models", "title": "Valuation history" }, { "url": "https://www.teahose.com/guides/physical-intelligence-valuation", "title": "$11B talks" } ], "last_round": { "type": "Series B", "amount_usd_m": 600, "valuation_usd_m": 5600, "date": "2025-11-20", "lead": [], "investors": [ "OpenAI", "Nvidia", "Jeff Bezos" ], "source": "https://valueaddvc.com/blog/physical-intelligence-valuation-2026-robot-foundation-models" }, "ex": [ "Google DeepMind", "UC Berkeley", "Stanford", "Stripe" ], "investors": [ "Jeff Bezos", "Thrive Capital", "Lux Capital", "OpenAI", "Sequoia", "Nvidia" ], "leads": [ "Jeff Bezos", "Lux Capital", "Thrive Capital" ], "region": "North America", "valuation_usd_m": 5600, "valuation_kind": "reported" }, { "id": "ineffable-intelligence", "name": "Ineffable Intelligence", "aliases": [ "Ineffable" ], "url": "https://www.ineffable.ai", "founded": 2026, "hq": { "city": "London", "country": "UK" }, "topic": "self-improving", "thesis": "Superlearner AI that learns from experience through reinforcement learning rather than human data; a deliberately long research horizon.", "founders": [ { "name": "David Silver", "ex": "Google DeepMind" }, { "name": "Wojciech Czarnecki", "ex": "Google DeepMind" }, { "name": "Lasse Espeholt", "ex": "Google DeepMind" }, { "name": "Junhyuk Oh", "ex": "Google DeepMind" }, { "name": "Alex Laterre", "ex": "InstaDeep" }, { "name": "Chris Apps", "ex": "Google DeepMind" }, { "name": "Heather Gorham", "ex": "Google DeepMind" } ], "funding": { "rounds": [ { "type": "Seed", "amount_usd_m": 1100, "valuation_usd_m": 5100, "date": "2026-04-27", "lead": [ "Sequoia", "Lightspeed" ], "investors": [ "Nvidia", "Google" ], "source": "https://techcrunch.com/2026/04/27/deepminds-david-silver-just-raised-1-1b-to-build-an-ai-that-learns-without-human-data/", "note": "Europe's largest seed round" } ], "other_investors": [], "total_usd_m": 1100 }, "status": "research", "tier": "frontier", "product": null, "notes": null, "talks": null, "in_blog": true, "sources": [ { "url": "https://www.cnbc.com/2026/04/27/deepmind-ineffable-intelligence-record-seed-funding-nvidia-google.html", "title": "CNBC" }, { "url": "https://www.ineffable.ai/", "title": "Ineffable" } ], "last_round": { "type": "Seed", "amount_usd_m": 1100, "valuation_usd_m": 5100, "date": "2026-04-27", "lead": [ "Sequoia", "Lightspeed" ], "investors": [ "Nvidia", "Google" ], "source": "https://techcrunch.com/2026/04/27/deepminds-david-silver-just-raised-1-1b-to-build-an-ai-that-learns-without-human-data/", "note": "Europe's largest seed round" }, "ex": [ "Google DeepMind", "InstaDeep" ], "investors": [ "Sequoia", "Lightspeed", "Nvidia", "Google" ], "leads": [ "Lightspeed", "Sequoia" ], "region": "Europe", "valuation_usd_m": 5100, "valuation_kind": "reported" }, { "id": "world-labs", "name": "World Labs", "aliases": [], "url": "https://www.worldlabs.ai", "founded": 2024, "hq": { "city": "San Francisco", "country": "US" }, "topic": "world-models", "thesis": "Spatial intelligence: large world models that generate explorable 3D worlds. Marble is the first product.", "founders": [ { "name": "Fei-Fei Li", "ex": "Stanford" }, { "name": "Justin Johnson", "ex": "Michigan" }, { "name": "Ben Mildenhall", "ex": "Google DeepMind" }, { "name": "Christoph Lassner", "ex": "Meta" } ], "funding": { "rounds": [ { "type": "Series A", "amount_usd_m": 230, "valuation_usd_m": 1000, "date": "2024-09-13", "lead": [ "Andreessen Horowitz", "NEA", "Radical Ventures" ], "investors": [ "Nvidia", "AMD", "Autodesk" ], "source": "https://www.worldlabs.ai/blog/funding-2026" }, { "type": "Series B", "amount_usd_m": 1000, "valuation_usd_m": 5000, "date": "2026-02-18", "lead": [], "investors": [ "Autodesk", "Cisco" ], "source": "https://www.worldlabs.ai/blog/funding-2026", "note": "Valuation about $5B per Bloomberg; not disclosed by the company" } ], "other_investors": [], "total_usd_m": 1230 }, "status": "acquired", "tier": "category", "product": "Marble world model, launched Nov 2025.", "notes": "AMD agreed to acquire World Labs for $8.2B, 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"leads": [ "Andreessen Horowitz", "NEA", "Radical Ventures" ], "region": "North America", "valuation_usd_m": 5000, "valuation_kind": "reported" }, { "id": "recursive-superintelligence", "name": "Recursive Superintelligence", "aliases": [ "RSI" ], "url": "https://recursive.ai", "founded": 2026, "hq": { "city": "San Francisco", "country": "US" }, "topic": "self-improving", "thesis": "AI that automates model architecture, training, evaluation and research direction: recursive self-improvement.", "founders": [ { "name": "Richard Socher", "ex": "Salesforce" }, { "name": "Yuandong Tian", "ex": "Meta" }, { "name": "Tim Rocktäschel", "ex": "Google DeepMind" }, { "name": "Jeff Clune", "ex": "Google DeepMind" }, { "name": "Caiming Xiong", "ex": "Salesforce" }, { "name": "Alexey Dosovitskiy", "ex": "Google DeepMind" }, { "name": "Josh Tobin", "ex": "OpenAI" }, { "name": "Tim Shi", "ex": "Cresta" } ], "funding": { "rounds": [ { "type": "Seed", "amount_usd_m": 650, "valuation_usd_m": 4650, "date": "2026-05-13", "lead": [ "GV (Google Ventures)", "Greycroft" ], "investors": [ "Nvidia", "AMD" ], "source": "https://siliconangle.com/2026/05/13/recursive-superintelligence-raises-650m-build-self-improving-ai-models/" } ], "other_investors": [], "total_usd_m": 650 }, "status": "research", "tier": "frontier", "product": null, "notes": "Committed $410M of the raise to a multi-year AWS compute deal (Jul 2026).", "talks": null, "in_blog": false, "sources": [ { "url": "https://techcrunch.com/2026/07/28/recursive-superintelligence-signs-400-compute-deal-with-amazon/", "title": "AWS compute deal" }, { "url": "https://thenextweb.com/news/recursive-superintelligence-self-improving-ai-funding", "title": "TNW" } ], "last_round": { "type": "Seed", "amount_usd_m": 650, "valuation_usd_m": 4650, "date": "2026-05-13", "lead": [ "GV (Google Ventures)", "Greycroft" ], "investors": [ "Nvidia", "AMD" ], "source": "https://siliconangle.com/2026/05/13/recursive-superintelligence-raises-650m-build-self-improving-ai-models/" }, "ex": [ "Salesforce", "Meta", "Google DeepMind", "OpenAI", "Cresta" ], "investors": [ "GV (Google Ventures)", "Greycroft", "Nvidia", "AMD" ], "leads": [ "GV (Google Ventures)", "Greycroft" ], "region": "North America", "valuation_usd_m": 4650, "valuation_kind": "reported" }, { "id": "unconventional-ai", "name": "Unconventional AI", "aliases": [], "url": "https://unconv.ai", "founded": 2025, "hq": { "city": "San Francisco", "country": "US" }, "topic": "compute", "thesis": "Brain-inspired analog and neuromorphic compute substrates to escape the scaling crunch of digital GPUs.", "founders": [ { "name": "Naveen Rao", "ex": "Databricks" }, { "name": "Michael Carbin", "ex": "MIT" }, { "name": "Sara Achour", "ex": "Stanford" }, { "name": "MeeLan Lee", "ex": "Qualcomm" } ], "funding": { "rounds": [ { "type": "Seed", "amount_usd_m": 475, "valuation_usd_m": 4500, "date": "2025-12-08", "lead": [], "investors": [], "source": "https://www.datacenterdynamics.com/en/news/neuromorphic-compute-startup-unconventional-ai-raises-475m-in-seed-funding/" } ], "other_investors": [], "total_usd_m": 475 }, "status": "research", "tier": "frontier", "product": null, "notes": null, "talks": { "amount_usd_m": 1000, "valuation_usd_m": 5000, "date": "2026-06-25", "lead": [], "note": "Reported talks to raise $1B at $5B", "source": "https://www.datacenterdynamics.com/en/news/neuromorphic-compute-startup-unconventional-ai-raises-475m-in-seed-funding/" }, "in_blog": true, "sources": [ { "url": "https://www.datacenterdynamics.com/en/news/neuromorphic-compute-startup-unconventional-ai-raises-475m-in-seed-funding/", "title": "DCD" } ], "last_round": { "type": "Seed", "amount_usd_m": 475, "valuation_usd_m": 4500, "date": "2025-12-08", "lead": [], "investors": [], "source": "https://www.datacenterdynamics.com/en/news/neuromorphic-compute-startup-unconventional-ai-raises-475m-in-seed-funding/" }, "ex": [ "Databricks", "MIT", "Stanford", "Qualcomm" ], "investors": [], "leads": [], "region": "North America", "valuation_usd_m": 4500, "valuation_kind": "reported" }, { "id": "humans-and", "name": "Humans&", "aliases": [ "humans&", "Humans and" ], "url": "https://humansand.ai", "founded": 2025, "hq": { "city": "San Francisco", "country": "US" }, "topic": "human-centric", "thesis": "A human-centric frontier lab: models that infer intent and long-term preferences and centre people and their relationships.", "founders": [ { "name": "Eric Zelikman", "ex": "xAI" }, { "name": "Georges Harik", "ex": "Google DeepMind" }, { "name": "Noah Goodman", "ex": "Stanford" }, { "name": "Andi Peng", "ex": "Anthropic" }, { "name": "Yuchen He", "ex": "Meta" } ], "funding": { "rounds": [ { "type": "Seed", "amount_usd_m": 480, "valuation_usd_m": 4480, "date": "2026-01-20", "lead": [], "investors": [ "Nvidia", "Jeff Bezos", "GV (Google Ventures)", "Ron Conway" ], "source": "https://www.reuters.com/business/ai-startup-humans-raises-480-million-45-billion-valuation-seed-round-2026-01-20/" } ], "other_investors": [], "total_usd_m": 480 }, "status": "research", "tier": "frontier", "product": null, "notes": null, "talks": null, "in_blog": true, "sources": [ { "url": "https://techcrunch.com/2026/01/20/humans-a-human-centric-ai-startup-founded-by-anthropic-xai-google-alums-raised-480m-seed-round/", "title": "TechCrunch" }, { "url": "https://www.nytimes.com/2026/01/20/technology/humans-ai-anthropic-xai.html", "title": "NYT" } ], "last_round": { "type": "Seed", "amount_usd_m": 480, "valuation_usd_m": 4480, "date": "2026-01-20", "lead": [], "investors": [ "Nvidia", "Jeff Bezos", "GV (Google Ventures)", "Ron Conway" ], "source": "https://www.reuters.com/business/ai-startup-humans-raises-480-million-45-billion-valuation-seed-round-2026-01-20/" }, "ex": [ "xAI", "Google DeepMind", "Stanford", "Anthropic", "Meta" ], "investors": [ "Nvidia", "Jeff Bezos", "GV (Google 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