Who is betting on what in AI, and against whom.
Gameplay data as the road to world models.
A spin-out of the game-clip platform Medal, which gives it billions of action-labeled gameplay clips. It raised a $134M seed in October 2025 to train agents with spatial-temporal reasoning from that data, then a $320M Series A at $2.3B.
| Amount | Kind | Valuation | Date | Investors | Source |
|---|---|---|---|---|---|
| $134M | seed | Oct 2025 | Khosla Ventures, General Catalyst, Raine Group | TechCrunch | |
| $320M | Series A | $2.3B post-money | Jun 2026 | Khosla Ventures, General Catalyst, Jeff Bezos, Hillspire | Tech Funding News, TechCrunch |
| n/a reported | talks | $6B reported | Aug 2026 | Valor Equity Partners, Point72 Reported Series B talks weeks after the Series A closed. | TechCrunch |