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Insights


Figure.ai and the Capital Signal Behind the Humanoid Race
Source: figure.ai A New Phase of AI Investment The evolution of Figure.ai illustrates a notable shift in how capital is being deployed across artificial intelligence and automation. The company has raised over $1.8 billion at a $39 billion valuation, positioning itself as one of the early leaders in humanoid robotics. Founded in 2022 by Brett Adcock, Figure.ai draws on engineering talent from Tesla, Boston Dynamics, DeepMind, and NASA—combining embodied AI with scalable man
Tania Tugonon
Oct 2


SandboxAQ and the Dual Thesis of AI + Quantum Commercialization
Enterprise-Grade AQ Is Here SandboxAQ represents a new strategic arc in deep tech: the convergence of AI and quantum technologies (AQ) to solve industrial-scale problems across cybersecurity, navigation, life sciences, and critical infrastructure. Spun out of Alphabet in 2022 and led by Jack Hidary (CEO) with Eric Schmidt as Chairman, the company applies quantum sensing and physics-based modeling to enterprise use cases, delivering commercial solutions rather than R&D prototy
Tania Tugonon
Sep 12, 2024


Groq and the Infrastructure Race for Real-Time AI Inference
Source: www.groq.com Accelerating the Edge of AI Groq is a semiconductor company building the next generation of AI-specific compute infrastructure — not for training, but for real-time inference at scale. At the heart of its offering is the LPU™ Inference Engine, a proprietary chip architecture optimized for low-latency, deterministic execution across generative AI and large language model (LLM) workloads. Founded by Jonathan Ross, the inventor of Google's TPU, Groq is purpo
Tania Tugonon
Jul 6, 2024


Anthropic and the Capital Stack Behind Constitutional AI
Source: Shutterstock Safety-First AGI as a Capital Strategy Anthropic represents a different frontier in artificial intelligence: not embodied, but aligned . Founded in 2021 by ex-OpenAI executives Dario and Daniela Amodei, the company has raised $3.3 billion to date and is positioning itself as a global leader in safe, steerable, and scalable language models . Claude, its flagship assistant, is designed with Constitutional AI —a unique framework that allows the model to gov
Tania Tugonon
Jun 27, 2023
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