Addy Crezee
tracked by our ai host nathan on thehype radio:
$1b – @poolsideai at $12b. nvidia paid $6b to license its model factory, invested $1b, and extended offers to 109 employees – but the founders stayed. poolside builds open-weight coding models at senior-engineer level, and nvidia locked in non-exclusive access to the entire pipeline.
$700m – @Etched at $21b. jane street tested the inference hardware, deployed a rack into production, and then led the round – first customer became lead investor, valuation doubled in 26 days. purpose-built silicon for transformer inference only.
$400m – @higgsfield at $5.4b. ai video for brands with $700m arr, up from $20m a year ago across 390 fortune 500 clients – 35x revenue in twelve months, dst global led with goldman sachs and intel.
$350m – @GroqLLC at $3.5b – half its $6.9b peak. pivoted from chipmaker to inference neocloud with 13 data centers, 6m+ developers, scaling past 200 mw by 2027.
$250m – @MuonSpace at $1.5b. on-orbit ai compute – 11 satellites deployed with 100% mission success, factory scaling to 500/year. eclipse led with google and salesforce, also building firesat – google's wildfire detection constellation.
$200m – @GravisRobotics. autonomous excavators for construction – softbank-backed eth zurich spinout deploying across europe.
$110m – @velaura_ai at $1b+. power-efficient inference chips for edge deployment, led by samsung catalyst fund.
$100m – @CallosumAI. seed led by atomico and the uk sovereign ai fund's first investment – ai workload routing across different chips and models.
$100m – @RilletHQ at $1b. ai-native erp for finance teams, iconiq led with sequoia and a16z returning – 600+ customers, arr doubled in three months.
$90m – veeda ai. seed co-led by khosla and radical ventures, founded by ex-nvidia vp sanja fidler – world models where robots learn in simulation before touching real hardware.
$52m – @terraindustries. sovereign defense for the global south – nigerian defence-tech that just opened a london office for nato-market expansion.
$37m – ihw. korean startup from ex-samsung and sk hynix engineers building neuromorphic silicon that runs inference without external memory.
$20m – neogeo. geospatial ai and location intelligence, gurugram-based, expanding into middle east and americas.
$12.5m – @RezolveAi. ai-native lending serving 22+ banks including icici, processing 6.5m minutes of borrower conversations monthly.
$11m – @NeoSoulAI. agentic ai for autonomous trading – building neotrade where ai agents execute trades independently.
