Venture Intelligence Desk

AI Venture & Funding Radar

Real-time financial tracking of venture rounds, valuations, and corporate investments across foundation models, physical AI robotics, inference chips, and autonomous agents.

Capital Tracked

$28.4B+31% YoY

Across 142 AI funding rounds

Average Deal Size

$88.2MMedian $35M

Driven by infrastructure mega-rounds

Leading Sector

Physical AI & Robots

$3.1B raised in Q3/Q4

Most Active Lead VCsThrive, a16z, Sequoia, Nvidia

xAI

San Francisco, CA • Dec 2024

Mega-RoundFoundation Models

Amount Raised$6.0B

Valuation$50.0B

Building 100k+ GPU Colossus cluster for Grok frontier reasoning and multimodal research.

Lead / Co-Investors:

Valor EquityAndreessen HorowitzSequoia Capital

Anthropic

San Francisco, CA • Nov 2024

Mega-RoundFoundation Models

Amount Raised$4.0B

Valuation$60.0B

Expanding Claude 3.7 hybrid reasoning models and enterprise safety alignment architectures.

Lead / Co-Investors:

AmazonLightspeed Venture Partners

Figure AI

Sunnyvale, CA • 2024

Series B+Robotics & Physical AI

Amount Raised$675M

Valuation$2.6B

Commercializing Figure 02 humanoid robots for manufacturing lines and BMW plant logistics.

Lead / Co-Investors:

Parkway VentureNvidiaOpenAI Startup FundMicrosoft

Physical Intelligence (Pi)

San Francisco, CA • Nov 2024

Series ARobotics & Physical AI

Amount Raised$400M

Valuation$2.4B

Developing foundation robot brain (π0) trained on universal manipulation and tactile policies.

Lead / Co-Investors:

Bezos ExpeditionsThrive CapitalOpenAI

Groq

Mountain View, CA • Aug 2024

Series B+AI Silicon

Amount Raised$640M

Valuation$2.8B

Scaling Language Processing Unit (LPU) chips delivering 500+ tokens/sec deterministic inference.

Lead / Co-Investors:

BlackRockNeuberger BermanType One Ventures

Poolside AI

Paris, France • Oct 2024

Series B+AI Coding Agents

Amount Raised$500M

Valuation$3.0B

Building sovereign foundation models trained specifically for enterprise software engineering.

Lead / Co-Investors:

Bain Capital VenturesDST GlobalStepStone Group

Anysphere (Cursor)

San Francisco, CA • Aug 2024

Series AAI Coding Agents

Amount Raised$105M

Valuation$2.5B

AI-native code editor powering predictive multi-file tab completions and agentic debugging.

Lead / Co-Investors:

Thrive CapitalAndreessen HorowitzOpenAI Startup Fund

Cognition AI

New York, NY • Apr 2024

Series AAI Coding Agents

Amount Raised$175M

Valuation$2.0B

Creator of Devin, an autonomous software engineer that plans, writes, and tests code end-to-end.

Lead / Co-Investors:

Founders FundElad GilPeter Thiel