Newsletter #66

This Week's Good Reads

  • Anthropic - How Claude Performs on Robotics Tasks - Anthropic's Embody benchmark shows frontier models improve fastest when they supervise pretrained controllers or use perception tools, while direct joint control, stable spatial memory, and long-horizon planning remain weak. Anthropic
  • Supply & Demand Chain Executive - Humanoid Robot Production Surges in 2025, but Commercial Deployments Remain Limited - Production topped 20,000 units in 2025, up tenfold, but only about 10% reached real-world use and China made over 90%; Interact Analysis expects broad commercial inflection only after 2032 as autonomy, ROI, reliability, endurance, and safety standards mature. Supply & Demand Chain Executive
  • UC San Diego Today - Surgeons Use Teleoperated Humanoid Robots to Perform Live Surgery - a World First - Two teleoperated humanoids completed preclinical gallbladder procedures in human-robot and robot-robot teams, suggesting a compact, lower-cost route to remote surgery, though recalibration and latency still made the operations slower than specialized systems. UC San Diego Today

Robotics and AI Companies Funding

Pre-seed / Seed

  • ESGAgent.ai - A$450K, Seed round led by DNX Ventures. ESGAgent.ai builds AI-native software that turns heavy-industry compliance and ESG reporting into continuous, audit-ready operations.
  • Octozi - $3M, Seed round led by Surface Ventures, with Remarkable Ventures participating. Octozi uses agentic AI and deterministic clinical algorithms to accelerate trial data cleaning, reconciliation, review, and reporting while keeping study teams in control.
  • Savi Security - $7M, Seed round led by Acrew Capital, with Magnify Ventures, TTCER Partners, and Resolute Ventures participating. Savi Security uses behavioral AI to detect digital scams across calls, texts, emails, voicemails, conversations, and images while an attack is unfolding.
  • Cableteque - $6M, Seed round backed by 11 Tribes Ventures, PHX Ventures, and Mudita Venture Partners. Cableteque builds an AI-powered digital operating system that converts wire-harness engineering files into normalized quoting and production workflows.
  • Wonderdog - $5M, Pre-seed round led by WNDR and Maveron. Wonderdog offers at-home blood testing and AI health intelligence for longitudinal preventive dog care.
  • AIsa - $6.5M, Seed round co-led by Alibaba Group and Tribe Capital, with participation from Draper Associates. AIsa builds transaction infrastructure for autonomous agents to discover, access, meter, and pay for digital resources.
  • Birdsview.com - €2.5M, Seed round backed by Fortino Ventures and Newion. Birdsview.com develops Avys, an AI retention agent that creates and sends individualized emails for online retailers.
  • Polysense - $10.7M, Seed round led by Felix Capital, with participation from Fortino Ventures, Syndicate One, and 100IN. Polysense uses computer vision and automated process control to improve quality and reduce waste on food production lines.
  • Tangos - $20M, Seed round led by Red Dot Capital Partners, with Leaders Fund, Clarim Ventures, VentureIsrael, SignalFire, Clutch Capital, Selah Ventures, and Bright Data participating. Tangos builds autonomous AI agents that turn evidence from AML, sanctions, fraud, beneficial ownership, and hidden-relationship investigations into examiner-ready case files with audit trails.
  • Marker - $13M, Seed round led by Index Ventures, with LocalGlobe, betaworks, Radical Ventures, Tiny Supercomputer Investment Company, and Otherwise Fund participating. Marker is building an AI-native word processor that supports research, ideation, fact-checking, editing, and revision while preserving the writer's judgment and voice.
  • Gradium - $30M, Seed extension with NVIDIA joining the cap table. Gradium builds low-latency voice infrastructure for AI agents and interactive products, including streaming speech recognition, text-to-speech, translation, voice cloning, and turn detection.
  • Velocity - $27M, Seed round led by NFX and Red Dot Capital Partners, with participation from Stardom Ventures, Corner Ventures, and Transcend. Velocity builds advertising, mediation, and conversation-intelligence infrastructure that helps AI-native products monetize user intent.
  • Mowito - $3M, Pre-seed round led by Version One Ventures, with All In Capital, Unisol, and iSeed participating. Mowito develops Physical AI models that teach standard industrial robot arms manufacturing tasks from demonstrations instead of conventional programming.
  • Lingjing Zhiyuan - Over RMB 100M, Angel and Angel+ rounds led by MPCi, with strategic follow-on backing from Minhang District State-owned Assets. Lingjing Zhiyuan develops an embodied-intelligence computing base and robot operating system designed to work across humanoid, wheeled, and quadruped robots.
  • Taste Labs - $18.5M, Seed round co-led by CRV and Amplify Partners, with participation from Latitud. Taste Labs builds preference data, evaluations, and verification tools that help AI systems produce more context-aware and aesthetically strong work.
  • Aylight - €4.5M, Pre-seed round co-led by Elaia and Swisscom Ventures, with participation from Verve Ventures and Plug and Play Tech Center. Aylight develops comb laser chips that generate multiple wavelengths from one semiconductor laser for optical links in AI infrastructure.
  • ARC Intelligence - €4M, Seed round led by 42CAP, with participation from returning investors 468 Capital and IBB Ventures. ARC Intelligence connects fragmented ERP systems into an AI-native finance data layer for multi-entity CFO teams.
  • HIVE - $15M, Pre-Series A round led by SuperSeed, with participation from Veriten, Skyfall Ventures, Nysnø Climate Investments, Borge Hald, and Jørn Lyseggen. HIVE develops a machine-agnostic autonomy platform that retrofits existing industrial vehicles and coordinates them as autonomous fleets.
  • Tentris - €2M, Pre-seed round led by Bloomhaus Ventures AG, with participation from Vanagon, āltitude, 10x Value Partners, and Pascal Wichmann. Tentris develops a graph database for fast cyclic queries across complex enterprise data and AI knowledge graphs.

Series A

  • Arca - $48.5M, Series A round led by General Catalyst, with participation from Index Ventures and Venrock. Arca combines human financial advisors with AI agents that handle wealth-management preparation, operations, compliance records, and follow-through.
  • 1001 AI - $30M, Series A round led by Lux Capital, with participation from Sanabil Investments, 9Yards Capital, Hanabi Capital, General Catalyst, CIV, and Chris Re. 1001 AI builds sovereign AI operating systems for decision-making across the GCC's critical infrastructure and industrial workflows.
  • Prime Intellect - $130M, Series A round led by Radical Ventures, with participation from NVIDIA, Intel Capital, Dell Technologies Capital, and ICONIQ. Prime Intellect provides compute, reinforcement-learning infrastructure, evaluation tools, and a modular platform for enterprises building their own AI agents.
  • Agave - $15M, Series A round backed by Accel, with continued participation from Y Combinator. Agave brings AI into construction financial workflows by connecting existing ERP and project-management systems.
  • Grace Investment Machine - US$20M, Series A round co-led by an unnamed leading U.S. venture capital firm and Hony Capital, with participation from IDG Capital and Monolith Capital. Grace Investment Machine develops finance-tuned foundation models and agents that generate, test, and refine investment hypotheses against market data.
  • Alta (formerly Graphiti) - $25M, Series A round led by IN Venture, with participation from Mindset Ventures, Skywell Capital Partners, LeumiTech, Entrée Capital, Target Global, and Verissimo Ventures. Alta builds a company knowledge layer and coordinated AI agents that plan, execute, and learn across revenue-team workflows.
  • Bespoke Labs - $40M total ($31.75M Series A + $8.25M seed), Seed and Series A funding with the Series A led by Wing Venture Capital and the seed round led by 8VC, alongside Mayfield, The House Fund, Tristan Handy, Jeff Dean, Spiros Xanthos, and Dheeraj Pandey. Bespoke Labs builds realistic reinforcement-learning environments that train and evaluate reliable AI agents against operational context.

Series B

  • Kaon (prev. FlowGPT) - $60M reported, Series B round backed by B Capital, Redpoint Ace, Goodwater Capital, and DCM Ventures. Kaon builds an AI-native entertainment customization engine that writes, illustrates, and evolves personalized story worlds.
  • Auger - $50M, Series B round led by Eclipse, with Oak HC/FT participating. Auger connects fragmented enterprise supply-chain systems and uses AI agents plus optimization models to automate routine operational decisions and push updated plans back into existing tools.
  • Ollama - $65M, Series B round led by Theory Ventures. Ollama provides a developer runtime for discovering, running, and scaling open-weight AI models from local machines to the cloud.
  • Kapture CX - $10M, Pre-Series B round led by Bajaj Finserv, with Cactus Partners and India Alternatives Investment Advisors participating. Kapture CX combines AI agents, human review, audit tooling, and operational intelligence to automate customer-facing workflows across large enterprises.

Series C and beyond

  • Hippo Harvest - $30M, Series C round led by Cox Farms. Hippo Harvest uses autonomous mobile robots and machine learning to improve the cost, throughput, space efficiency, and resource use of greenhouse lettuce and spinach production.
  • Norm Ai - $120M, Series C round led by Khosla Ventures, with Blackstone, Bain Capital Ventures, Craft Ventures, and Coatue Management participating. Norm Ai builds governed legal and compliance agents alongside an affiliated AI-native law firm where attorneys supervise and improve the systems for institutional clients.
  • SambaNova - $1B, Series F first close led by General Atlantic, with Seligman, T. Rowe Price, and Capital Group participating. SambaNova provides full-stack AI inference infrastructure spanning chips, systems, software, and cloud services for enterprise, sovereign, and on-premises deployments.
  • Taktile - $110M, Series C round led by Goldman Sachs Asset Management, with participation from Balderton, Index Ventures, Tiger Global, Y Combinator, and DIG Ventures. Taktile combines AI agents, rules, case management, and human oversight to automate regulated decisions for banks and insurers.

Growth / Strategic / Other

  • Augmodo - $21M, New funding led by existing investor TQ Ventures. Augmodo's worker-worn Smartbadges passively build 3D maps and operational data for retailers, warehouses, factories, hospitals, and other physical workplaces.
  • Verve Motion - Undisclosed, Strategic funding from IAGi and HexArmor. Verve Motion makes soft powered exosuits that reduce lifting strain for workers in aviation, warehousing, cargo, and distribution operations.
  • Hakimo - $12M, Growth round led by Zigg Capital, with participation from Neotribe Ventures, Vertex Ventures SE Asia & India, defy.vc, and Rocketship.vc. Hakimo uses computer vision to turn existing security cameras into a real-time monitoring and forensic-search layer.
  • AltaML - $6.1M, Strategic investment from VerticalScope. AltaML builds production-grade agentic AI workflows, LLM integrations, and automation for enterprises and governments.
  • Oxylabs - $130M, Growth investment from Warburg Pincus LLC. Oxylabs provides compliant web data infrastructure for AI agents, research systems, monitoring tools, and enterprise applications.
  • BimaKavach - Undisclosed, Strategic funding from Beyond Capital Ventures. BimaKavach uses AI to help Indian businesses compare and bind commercial insurance coverage in minutes.
  • Pearl Health - $110M ($50M equity + $60M credit facility), Equity and credit facility with the equity round led by Andreessen Horowitz and the credit facility led by Trinity Capital, alongside Viking Global Investors, AlleyCorp, and Ulysses Capital LLC. Pearl Health uses AI to help Medicare providers manage financial risk, identify patients for earlier intervention, and automate value-based care workflows.
  • QuantumDiamonds - €91M package (€15M equity + €76M non-dilutive), Equity and non-dilutive financing with the equity round led by World Fund and backed by Bayern Kapital, Creator Fund, Earlybird Venture Capital, First Momentum Ventures, IQ Capital, Onsight Ventures, and UnternehmerTUM Funding for Innovators. QuantumDiamonds uses diamond-based quantum sensors to detect hidden defects in semiconductor chips without destroying them.
  • MountainSeed - $38M, Growth investment from Long Ridge Equity Partners. MountainSeed provides appraisal management, valuation technology, and AI-assisted appraisal review tools for community banks and credit unions.
  • Dogtooth Technologies - £14M+, Mixed financing from 24Haymarket, EMV Capital plc, and ACF Investors, plus venture leasing from Kineo Finance and non-dilutive support. Dogtooth Technologies builds AI-powered robots that identify, pick, inspect, and track delicate fruit on commercial farms.
  • Keyfactor - $1B+, Strategic growth investment led by Summit Partners, with Insight Venture Partners and Sixth Street. Keyfactor provides machine identity, certificate lifecycle, and quantum-safe cryptography infrastructure for enterprises and AI systems.
  • Whispp - €5M, Follow-on funding led by LUMO Labs and including non-dilutive funding from the European Innovation Council Accelerator. Whispp develops on-device AI that reconstructs natural-sounding speech from whispered or impaired voices in real time.

Robotics and AI News

  • All About Circuits - MIT Chip Builds Real-Time 3D Maps for Robots on the Power of One LED - MIT's 16-nm Gleanmer chip replaces voxel maps with compact Gaussian representations to deliver real-time 3D mapping and path planning below 6 mW, processing 640 x 480 depth images above 88 fps at roughly 2.5% of the power of the leading prior mapping chip. All About Circuits
  • TechCrunch - Feds demand autonomous vehicle companies stop interfering with first responders - NHTSA says driverless vehicles have repeatedly entered emergency scenes or blocked responders and ordered developers to present fixes by month-end, arguing that handling lights, flares, smoke, fire, and cones is a core safety function rather than an edge case. TechCrunch
  • Notebookcheck - LG and Nvidia strike huge deal to build massive AI robot factory - LG is consolidating robotics under a new Seoul business center and, with Nvidia, building a data factory that will feed operational and Cosmos-generated synthetic data into LG's robot foundation model while using Isaac Sim, Isaac Lab, and GR00T across home and industrial robots. Notebookcheck
  • TechCrunch - OpenAI launches its new family of models with GPT-5.6 - OpenAI released GPT-5.6 in Sol, Terra, and Luna tiers for coding, enterprise work, science, and cybersecurity, alongside ChatGPT Work; the family is available in ChatGPT, Codex, and the API with pricing from $1/$6 to $5/$30 per million input/output tokens. TechCrunch
  • TechCrunch - SK Hynix raises $26.5B in the biggest foreign IPO in US history, is urged to build new US fabs - SK Hynix's record US listing highlights investor demand for high-bandwidth memory, while the proceeds will fund a Korean fab, packaging capacity, and EUV tools as Washington presses major memory suppliers to expand manufacturing in the United States. TechCrunch
  • VentureBeat - SpaceX's Grok 4.5 launches at half the price of rivals - here's why that could rattle Anthropic and OpenAI - Grok 4.5 targets coding and long-running agents at $2/$6 per million input/output tokens; independent testing placed it fourth on agentic knowledge work but at about $0.49 per completed task, making cost-performance rather than benchmark leadership its competitive wedge. VentureBeat