Artificial Atlas

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

Investors

Thrive Capital

Kind
vc
Rounds
8, led 4
Rounds joined
$8.54B in total size
Appears as
Thrive Capital, Thrive

Camp exposure

Physics AI
3 rounds, led 2
Physical AI
3 rounds, led 1
LLM scaling
1 round, led 1

Labs backed

Chai DiscoveryMolecular structure models; $3.8B after four rounds.
Essential AIAcqui-hired by Nvidia in 2026.
Isomorphic LabsAlphaFold lineage, drug design.
OpenAIGPT lineage through GPT-6 Astra (September 2026), o-series reasoning, agents. Secondary positions in world simulation and robotics.
Physical IntelligenceVLA architecture from camp 1, RL philosophy from camp 4.

Rounds

DateLabCampAmountKindValuationRoleSource
Nov 2025Physical IntelligencePhysical AI $600MSeries B $5.6B post-moneyjoined Bloomberg
Aug 2025Chai DiscoveryPhysics AI $70MSeries A joined SiliconANGLE
Aug 2025Essential AI $175MSeries B $1B post-moneyjoined Wikipedia
Mar 2025Isomorphic LabsPhysics AI $600Mfunding round led TechCrunch
Nov 2024Physical IntelligencePhysical AI $400MSeries A $2.4B post-moneyjoined CNBC
Oct 2024OpenAILLM scaling $6.6Bfunding round $157B post-moneyled TechCrunch
Sep 2024Chai DiscoveryPhysics AI $30Mseed led Bloomberg
Mar 2024Physical IntelligencePhysical AI $70Mseed led Maginative