Who is betting on what in AI, and against whom.
Lux Capital
- Kind
- vc
- Rounds
- 7, led 1
- Rounds joined
- $1.59B in total size
- Appears as
- Lux Capital, Lux
Camp exposure
Labs backed
EvolutionaryScaleESM3; acquired by CZ Biohub.
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.
Rounds
| Date | Lab | Camp | Amount | Kind | Valuation | Role | Source |
|---|---|---|---|---|---|---|---|
| Nov 2025 | Physical Intelligence | Physical AI | $600M | Series B | $5.60B post-money | joined | Bloomberg |
| Nov 2025 | Sakana AI | Experience / RL | $135M | Series B | $2.65B post-money | joined | TechCrunch via Yahoo Finance |
| Nov 2024 | Physical Intelligence | Physical AI | $400M | Series A | $2.40B post-money | joined | CNBC |
| Sep 2024 | Sakana AI | Experience / RL | $214M | Series A | $1.5B post-money | joined | Sakana AI |
| Jun 2024 | EvolutionaryScale | $142M | seed | joined | TechCrunch | ||
| Mar 2024 | Physical Intelligence | Physical AI | $70M | seed | joined | Maginative | |
| Jan 2024 | Sakana AI | Experience / RL | $30M | seed | led | Sakana AI |