Artificial Atlas

Who is betting on what in AI, and against whom.

Investors

Lightspeed Venture Partners

Kind
vc
Rounds
12, led 4
Rounds joined
$24.1B in total size
Appears as
Lightspeed, Lightspeed Venture Partners

Camp exposure

LLM scaling
6 rounds, led 2
Physical AI
2 rounds, led 1
Other substrates
1 round
Physics AI
1 round
Experience / RL
1 round

Labs backed

AnthropicClaude. Pure camp 1 plus safety and interpretability.
CartesiaState-space models (the Mamba line) in production, sold as real-time voice.
CuspAIGenerative materials for carbon capture.
Essential AIAcqui-hired by Nvidia in 2026.
Ineffable IntelligenceDavid Silver's post-DeepMind lab; $5.1B.
MistralEuropean open-weight frontier.
Reflection AIOpen-weight frontier models for coding agents.
Skild AICross-embodiment 'robot brain'; S1 learns a task from one video (August 2026).
Safe SuperintelligenceStraight shot, no products.

Rounds

DateLabCampAmountKindValuationRoleSource
Apr 2026Ineffable IntelligenceExperience / RL $1.1Bfunding round $5.1B post-moneyjoined TechCrunch
Jan 2026Skild AIPhysical AI $1.4BSeries C $14B post-moneyjoined TechCrunch, Skild AI
Oct 2025Reflection AILLM scaling $2Bfunding round $8B post-moneyjoined TechCrunch
Sep 2025AnthropicLLM scaling $13BSeries F $183B post-moneyjoined Anthropic
Aug 2025Essential AI $175MSeries B $1B post-moneyled Wikipedia
Apr 2025Safe SuperintelligenceLLM scaling $2Bfunding round $32B post-moneyjoined CTech, TechCrunch
Mar 2025CartesiaOther substrates $64MSeries A joined Cartesia
Mar 2025AnthropicLLM scaling $3.5BSeries E $61.5B post-moneyled Anthropic
Jul 2024Skild AIPhysical AI $300MSeries A $1.5B post-moneyled Skild AI
Jun 2024CuspAIPhysics AI $30Mseed joined FinSMEs
Dec 2023MistralLLM scaling $415MSeries A $2B post-moneyjoined TechCrunch
Jun 2023MistralLLM scaling $113Mseed $260M post-moneyled TechCrunch