Who is betting on what in AI, and against whom.
Camp exposure
Labs backed
DecartReal-time world models; reported $6B Anthropic talks.
Generalist AIGEN-0; robot scaling laws; $3B.
Latent LabsProtein design from an AlphaFold alumnus.
Orbital IndustriesAn 'AlphaFold for materials', rebranded in 2026.
Prime IntellectOpen RL stack on distributed compute.
Veeda AISanja Fidler's world-model startup: simulated worlds to train robots in; $90M seed.
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 |
|---|---|---|---|---|---|---|---|
| Aug 2026 | Veeda AI | World models | $90M | seed | led | SiliconANGLE, Unite.AI | |
| Jul 2026 | Prime Intellect | Experience / RL | $130M | Series A | $1B post-money | led | TechCrunch, Prime Intellect |
| Jun 2026 | Generalist AI | Physical AI | $400M | Series B | $2B post-money | led | Bloomberg, TechCrunch |
| May 2026 | Decart | World models | $300M | Series B | $4B post-money | led | SiliconANGLE |
| May 2026 | Orbital Industries | Physics AI | $50M | Series B | joined | Fortune | |
| Feb 2025 | Latent Labs | Physics AI | $50M | seed and Series A | led | Business Wire | |
| Sep 2024 | World Labs | World models | $230M | seed and Series A | $1B reported | joined | TechCrunch |
| Apr 2023 | Covariant | $75M | Series C extension | led | TechCrunch |