Who is betting on what in AI, and against whom.
NEA
- Kind
- vc
- Rounds
- 4, led 2
- Rounds joined
- $679M in total size
- Appears as
- NEA, New Enterprise Associates
Camp exposure
Labs backed
CuspAIGenerative materials for carbon capture.
Sakana AIEvolutionary model merging and AI Scientist: half experience camp, half substrate camp.
World LabsMarble, then Atlas (September 2026): 3D worlds from images, text and video. $1B, Feb 2026.
Rounds
| Date | Lab | Camp | Amount | Kind | Valuation | Role | Source |
|---|---|---|---|---|---|---|---|
| Nov 2025 | Sakana AI | Experience / RL | $135M | Series B | $2.65B post-money | joined | TechCrunch via Yahoo Finance |
| Sep 2025 | CuspAI | Physics AI | $100M | Series A | $500M reported | led | Reuters via Yahoo Finance |
| Sep 2024 | Sakana AI | Experience / RL | $214M | Series A | $1.5B post-money | led | Sakana AI |
| Sep 2024 | World Labs | World models | $230M | seed and Series A | $1B reported | joined | TechCrunch |