Monday, October 26, 2026 · Edition updated 6:00 AM ETMON, OCT 26 editionNext edition in Next in --:--:--
Intelligence Verdict
AI startups

World models and digital worlds

AI that generates interactive 3D and video worlds, for games, film and training robots. Each company's last reported valuation, next to what it has actually shipped.

  • 6young companies
  • 5valued at $1 billion or more at their last closed round
  • 1with no public product yet, by our search
6 companies

Who they are, what they've built.

Read Oct 20, 2026. Valuations and amounts are copied as each source states them; open "Founders, funding and notes" on a card for every round and its source.

“is developing AI world models, which reflect the goings-on of the real world” Tech.eu

$3.5Bvaluation, seed, Mar 10, 2026
Nothing public found

LatestRaised $1.03bn in what Tech.eu calls "Europe's largest-ever seed funding round".Mar 10, 2026 · Tech.eu

Founders, funding and notes
Founders
  • Yann LeCun: co-founder and executive chair; former Meta chief AI scientist and Turing Prize winner (Tech.eu, Mar 10, 2026)
  • Alexandre LeBrun: CEO; former CEO of Nabla (Tech.eu, Mar 10, 2026)
Funding, as reported
  • Mar 10, 2026, seed: $1.03bn, valued at $3.5bn. Investors named: Cathay Innovation (co-lead), Greycroft (co-lead), Hiro Capital (co-lead), HV Capital (co-lead), Bezos Expeditions (co-lead), Eric Schmidt, Tim Berners-Lee, Nvidia, Samsung (Tech.eu, Mar 10, 2026)
Note

No named product, model or paper from AMI appeared in the pages we fetched (Tech.eu March 2026; TechCrunch 2025-12-19, https://techcrunch.com/2025/12/19/yann-lecun-confirms-his-new-world-model-startup-reportedly-seeks-5b-valuation). We did not find or fetch a company website. TechCrunch reported that Nabla signed a partnership to use AMI's models as they are developed. Founding year is not stated; Tech.eu's 'less than six months old' in March 2026 suggests late 2025.

Valuation, Mar 10, 2026 · Description, Mar 10, 2026

Decart

Israel · founded 2023

“systems designed to simulate and generate interactive digital environments” Calcalist (Ctech), describing Decart's world models

$3.1Bvaluation, Aug 2025

Reported $4B in a report not confirmed by the company, May 18, 2026

LatestAmazon is in talks to acquire Decart for about $7 billion, Ynetnews reports, citing The Wall Street Journal. Earlier, Bloomberg reported (citing people familiar) that Anthropic had decided against a deal of about $6 billion.Oct 11, 2026 · Ynetnews

Founders, funding and notes
Founders
  • Dean Leitersdorf: CEO; "veterans of Israel's elite Unit 8200" (both founders) (Calcalist (Ctech), May 18, 2026)
  • Moshe Shalev: CPO; "veterans of Israel's elite Unit 8200" (both founders) (Calcalist (Ctech), May 18, 2026)
Funding, as reported
  • Aug 2025, not named: $100 million, valued at $3.1 billion (Globes, May 18, 2026)
  • May 18, 2026, not named: $300 million, valued at $4 billion (Calcalist: "estimated valuation"). Investors named: Radical Ventures (lead), Nvidia, Atreides Management, eBay Ventures, Adobe Ventures, Toyota Ventures, Valor Equity Partners, Sequoia Capital, Zeev Ventures, Benchmark, Andrej Karpathy, Michael Eisner (Globes (citing The Wall Street Journal); Calcalist, May 18, 2026)
Note

The $4 billion figure is called an "estimated valuation" by Calcalist. Anthropic talks: Bloomberg, 2026-09-08, https://news.bloomberglaw.com/mergers-and-acquisitions/anthropic-said-to-walk-away-from-6-billion-decart-acquisition. Dates for Lucy 2 and Oasis 3 come from the dates of press articles (Forbes 2026-01-27, TechCrunch 2026-06-10) that Decart's own site links; Decart's pages do not show dates. Decart also sells chip-switching/inference software, not only world models.

Valuation, May 18, 2026 · Description, May 18, 2026

General Intuition

United States · founded 2025

“building a foundation model that trains generalized AI agents to move through space and time” TechCrunch

$2.3Bvaluation, Series A, Jun 26, 2026

Reported $6B in talks, Aug 24, 2026

LatestTechCrunch reported talks to raise at a $6 billion pre-money valuation, citing sources familiar; the round was said to be oversubscribed but still being finalized.Aug 24, 2026 · TechCrunch

Founders, funding and notes
Founders
  • Pim de Witte: CEO; co-founder of Medal, the gaming-clip platform (The Robot Report, Jun 26, 2026)
  • Eloi Alonso: co-developed DIAMOND, a diffusion-based world model (SiliconANGLE, Jun 18, 2026)
  • Vincent Micheli: co-developed DIAMOND, a diffusion-based world model (SiliconANGLE, Jun 18, 2026)
  • Adam Jelley: co-founder (no background given) (SiliconANGLE, Jun 18, 2026)
Funding, as reported
  • Oct 2025, seed: $134 million. Investors named: Khosla Ventures, General Catalyst (SiliconANGLE, Jun 18, 2026)
  • Jun 26, 2026, Series A: $320 million, valued at $2.3 billion. Investors named: General Catalyst (lead), Jeff Bezos, Eric Schmidt (The Robot Report, Jun 26, 2026)
  • Aug 24, 2026, in talks (not confirmed closed): not disclosed, valued at $6 billion pre-money (reported). Investors named: Valor Equity Partners, Point72 Ventures, Seven Seven Six, Khosla Ventures, General Catalyst (TechCrunch, Aug 24, 2026)
Note

Spun out of Medal B.V. in October 2025 (TechCrunch; SiliconANGLE). The Robot Report's founding year of 2015 appears to be Medal's, so we use the spin-out year. The $6 billion figure is from sources familiar. A secondary site reports a closed $220 million round at $6.2 billion, but we could not confirm it from a trusted source. The founders' earlier research (DIAMOND, IRIS) came before the company.

Valuation, Jun 26, 2026 · Description, Aug 24, 2026

GigaAI (Jijia Vision)

China · founded 2023

“Chinese Embodied AI, Robotics Developer GigaAI Raises USD518 Million Over Three Months” Yicai Global (headline)

$1.5B+valuation, Series B2, Jun 2026

Reported $3B in talks, Jul 21, 2026

LatestIn talks to list in Hong Kong, possibly "as soon as this year", and nearing a funding round at a $3 billion valuation, per founder Huang Guan speaking to Bloomberg.Jul 21, 2026 · Bloomberg

Founders, funding and notes
Founders
  • Huang Guan: founder and CEO; previously head of visual perception technology at autonomous driving chip company Horizon Robotics (Yicai Global, Jun 15, 2026)
Funding, as reported
  • Mar 2026, Pre-Series B: CNY1 billion (Yicai Global, Jun 15, 2026)
  • Apr 2026, Series B1: CNY1.5 billion (Yicai Global, Jun 15, 2026)
  • Jun 2026, Series B2: CNY1 billion, valued at above CNY10 billion (about USD1.5 billion), post-financing. Investors named: Lion Partners Capital, China-Belgium Direct Equity Investment Fund, Wanxiang Qianchao (Yicai Global, Jun 15, 2026)
  • Jul 21, 2026, nearing a round (not confirmed closed): not stated, valued at $3 billion (Bloomberg, Jul 21, 2026)
Note

Bloomberg frames GigaAI as a world-model company; Yicai frames it as embodied AI and robotics. It sells robots as well as models, so it overlaps with robot-brains (and roboticsverdict.com). The Bloomberg article was partly paywalled.

Valuation, Jun 15, 2026 · Description, Jun 15, 2026

Odyssey

United States · founded 2023

“It is perhaps best known for producing rich, interactive video from text prompts.” TechCrunch

$1.45Bvaluation, Series B, Jun 17, 2026

LatestPublished "Meet Odyssey-3: Our Most Powerful Foundation World Model".Oct 8, 2026 · Odyssey (company-reported)

Founders, funding and notes
Founders
  • Oliver Cameron: CEO; co-founder and CEO of self-driving startup Voyage (acquired by GM's Cruise), later VP of product at Cruise (TechCrunch, Jun 17, 2026)
  • Jeff Hawke: CTO; formerly an engineer at self-driving startup Wayve (TechCrunch, Jun 17, 2026)
Funding, as reported
  • Feb 12, 2026, strategic investment: not disclosed in the fetched listing. Investors named: NVentures, Samsung Next (Odyssey (company-reported), Feb 12, 2026)
  • Jun 17, 2026, Series B: $310 million, valued at $1.45 billion. Investors named: Natural Capital (lead), Amazon, AMD Ventures, GV, Jeff Dean, Elad Gil, Garry Tan, Guillermo Rauch, Kyle Vogt (TechCrunch, Jun 17, 2026)
Note

TechCrunch puts total raised at $337 million. Odyssey published its own benchmark, CaliBench (2026-08-10); it is not independent.

Valuation, Jun 17, 2026 · Description, Jun 17, 2026

World Labs

United States · founded 2024

“World Labs is a frontier AI research and product company.” World Labs, company-reported

No valuation reported

LatestAMD agreed to acquire World Labs in an all-stock deal "valued at approximately $8.2 billion", expected to close by the end of 2026, subject to regulatory approvals; Fei-Fei Li to become AMD executive vice president and chief scientist.Sep 28, 2026 · AMD press release (company-reported); also TechCrunch

Founders, funding and notes
Founders
  • Fei-Fei Li: "computer vision pioneer"; previously directed Stanford University's AI Lab and co-founded the Stanford Institute for Human-Centered AI (SiliconANGLE, Sep 1, 2026)
  • Justin Johnson: described with the other co-founders as "leaders in machine learning, generative AI, computer vision, and graphics" (World Labs (company-reported))
  • Ben Mildenhall: described with the other co-founders as "leaders in machine learning, generative AI, computer vision, and graphics" (World Labs (company-reported))
  • Christoph Lassner: described with the other co-founders as "leaders in machine learning, generative AI, computer vision, and graphics" (World Labs (company-reported))
Funding, as reported
  • 2024, launch financing (came out of stealth): $230 million, valued at $1 billion (previous valuation, as Bloomberg describes it). Investors named: Andreessen Horowitz, NEA, Radical Ventures, Nvidia's venture arm (Bloomberg, Jan 23, 2026)
  • Feb 18, 2026, not named: $1 billion. Investors named: Nvidia, AMD, Autodesk ($200 million), several others (SiliconANGLE, Feb 18, 2026)
Note

Still private as of 2026-10-20, but under a pending acquisition by AMD (TechCrunch: https://techcrunch.com/2026/09/28/amd-will-acquire-fei-fei-lis-world-labs-for-8-2-billion/). In January 2026 Bloomberg reported talks at about $5 billion, citing people familiar; SiliconANGLE's February report of the $1 billion close gives no valuation, so the valuation of that round is not confirmed here. SiliconANGLE (Sept 2026) puts total funding at $1.2 billion. The Marble month comes from the URL of an earlier SiliconANGLE article dated 2025-11-12, which the Atlas article links.

Description