Who is betting on what in AI, and against whom.
Alphabet (Google, GV, CapitalG)
- Kind
- corporate
- Also a lab
- Google DeepMind
- Rounds
- 9, led 3
- Rounds joined
- $3.87B in total size
- Appears as
- Google, Alphabet, GV, CapitalG
Camp exposure
Labs backed
AI21 LabsJamba models; Google and Nvidia backed.
AnthropicClaude. Pure camp 1 plus safety and interpretability.
ApptronikApollo humanoid; $5.5B.
Isomorphic LabsAlphaFold lineage, drug design.
OdysseyInteractive world models from self-driving veterans.
PI
Physical IntelligenceVLA architecture from camp 1, RL philosophy from camp 4.
RunwayVideo generation rebranded as world simulation.
Rounds
| Date | Lab | Camp | Amount | Kind | Valuation | Role | Source |
|---|---|---|---|---|---|---|---|
| Jun 2026 | Odyssey | World models | $310M | Series B | $1.45B post-money | joined | TechCrunch |
| Feb 2026 | Apptronik | Physical AI | $520M | Series A extension | $5.5B post-money | joined | CNBC, Apptronik |
| Nov 2025 | Physical Intelligence | Physical AI | $600M | Series B | $5.6B post-money | led | Bloomberg |
| May 2025 | AI21 Labs | LLM scaling | $300M | Series D | led | SiliconANGLE | |
| Mar 2025 | Isomorphic Labs | Physics AI | $600M | funding round | joined | TechCrunch | |
| Mar 2025 | Isomorphic Labs | Physics AI | $600M | funding round | joined | TechCrunch | |
| Feb 2025 | Apptronik | Physical AI | $350M | Series A | joined | TechCrunch | |
| Jun 2023 | Runway | World models | $141M | Series C extension | $1.5B post-money | led | TechCrunch |
| May 2023 | Anthropic | LLM scaling | $450M | Series C | joined | TechCrunch |