Who is betting on what in AI, and against whom.
Sequoia Capital
- Kind
- vc
- Rounds
- 11, led 2
- Rounds joined
- $17.94B in total size
- Appears as
- Sequoia, Sequoia Capital
Camp exposure
Labs backed
DecartReal-time world models; reported $6B Anthropic talks.
Ineffable IntelligenceDavid Silver's post-DeepMind lab; $5.1B.
KT
Keen TechnologiesCarmack's AGI lab. Sutton and Javed left in 2026 to found Oak Lab.
PI
Physical IntelligenceVLA architecture from camp 1, RL philosophy from camp 4.
Reflection AIOpen-weight frontier models for coding agents.
Skild AICross-embodiment 'robot brain'; S1 learns a task from one video (August 2026).
SS
Safe SuperintelligenceStraight shot, no products.
xAI (SpaceX AI division)Grok. Compute-maximalist.
Rounds
| Date | Lab | Camp | Amount | Kind | Valuation | Role | Source |
|---|---|---|---|---|---|---|---|
| May 2026 | Decart | World models | $300M | Series B | $4B post-money | joined | SiliconANGLE |
| Apr 2026 | Ineffable Intelligence | Experience / RL | $1.1B | funding round | $5.1B post-money | led | TechCrunch |
| Jan 2026 | Skild AI | Physical AI | $1.4B | Series C | $14B post-money | joined | TechCrunch, Skild AI |
| Oct 2025 | Reflection AI | LLM scaling | $2B | funding round | $8B post-money | joined | TechCrunch |
| Dec 2024 | Decart | World models | $32M | Series A | $500M reported | joined | TechCrunch |
| Dec 2024 | xAI (SpaceX AI division) | LLM scaling | $6B | Series C | $50B reported | joined | xAI |
| Oct 2024 | Decart | World models | $21M | seed | led | CTech | |
| Sep 2024 | Safe Superintelligence | LLM scaling | $1B | funding round | $5B post-money | joined | CTech |
| May 2024 | xAI (SpaceX AI division) | LLM scaling | $6B | Series B | $24B post-money | joined | xAI |
| Mar 2024 | Physical Intelligence | Physical AI | $70M | seed | joined | Maginative | |
| Aug 2022 | Keen Technologies | Experience / RL | $20M | seed | joined | The Next Web |