Who is betting on what in AI, and against whom.
Camp exposure
Labs backed
Genesis AISimulator-first robot learning.
Periodic LabsAutonomous labs plus models for materials discovery.
Reflection AIOpen-weight frontier models for coding agents.
Rounds
| Date | Lab | Camp | Amount | Kind | Valuation | Role | Source |
|---|---|---|---|---|---|---|---|
| Oct 2025 | Reflection AI | LLM scaling | $2B | funding round | $8B post-money | joined | TechCrunch |
| Sep 2025 | Periodic Labs | Physics AI | $300M | seed | $1.30B post-money | joined | TechCrunch |
| Jul 2025 | Genesis AI | Physical AI | $105M | seed | joined | Genesis AI |