Who is betting on what in AI, and against whom.
Khosla Ventures
- Kind
- vc
- Rounds
- 12, led 3
- Rounds joined
- $2.25B in total size
- Appears as
- Khosla Ventures, Khosla
Camp exposure
Labs backed
FieldAIRobot models for construction, mining and energy.
General IntuitionGameplay data as the road to world models.
Genesis AISimulator-first robot learning.
MoonvalleyLicensed-only video model for film.
PI
Physical IntelligenceVLA architecture from camp 1, RL philosophy from camp 4.
Sakana AIEvolutionary model merging and AI Scientist: half experience camp, half substrate camp.
SymbolicaCategory-theoretic structured models.
Veeda AISanja Fidler's world-model startup: simulated worlds to train robots in; $90M seed.
WaabiSimulation-first autonomous trucking.
Rounds
| Date | Lab | Camp | Amount | Kind | Valuation | Role | Source |
|---|---|---|---|---|---|---|---|
| Aug 2026 | Veeda AI | World models | $90M | seed | joined | SiliconANGLE, Unite.AI | |
| Jan 2026 | Waabi | World models | $750M | funding round | $3B post-money | led | CNBC |
| Nov 2025 | Sakana AI | Experience / RL | $135M | Series B | $2.65B post-money | joined | TechCrunch via Yahoo Finance |
| Oct 2025 | General Intuition | World models | $134M | seed | led | TechCrunch | |
| Aug 2025 | FieldAI | Physical AI | $405M | funding rounds | $2B post-money | joined | TechCrunch, FieldAI |
| Jul 2025 | Genesis AI | Physical AI | $105M | seed | joined | Genesis AI | |
| Jul 2025 | Moonvalley | World models | $84M | funding round | joined | Business Wire | |
| Sep 2024 | Sakana AI | Experience / RL | $214M | Series A | $1.5B post-money | joined | Sakana AI |
| Jun 2024 | Waabi | World models | $200M | Series B | joined | CNBC | |
| Apr 2024 | Symbolica | Other substrates | $31M | Series A | led | Maginative | |
| Mar 2024 | Physical Intelligence | Physical AI | $70M | seed | joined | Maginative | |
| Jan 2024 | Sakana AI | Experience / RL | $30M | seed | joined | Sakana AI |