Issue #76 • February 2, 2026

Hi Seedradar Squad! January redefined the scale of ambition, opening the year with a historic capital arms race that transcended mere software. Billions poured into the physical backbone of AGI, as industry titans secured the massive war chests needed to lock down the critical infrastructure of compute, energy, and robotics. This wasn't just about funding; it was a decisive move to ground artificial intelligence in the real world.

Simultaneously, the industry pivoted from isolated chatbots to deep, embodied integration. From Apple's landmark alliance bringing reasoning to billions of devices to Nvidia and OpenAI bridging the gap between digital thought and physical action, the era of autonomous execution has arrived.

🚀 Major Capital Moves!

January redefined the scale of the AI arms race, delivering an unprecedented deluge of capital into the sector's heavyweights. Anchored by historic mega-rounds for xAI and Anthropic, the month saw investors double down on the infrastructure of the future—channeling massive resources into specialized compute clouds, embodied intelligence, and autonomous logistics networks.

🥇 xAI's $20B Series E: The $230 Billion Supercompute Titan

On January 6, xAI announced that it had secured $20 billion in a Series E funding round, a historic transaction that vaulted its valuation to approximately $230 billion. This massive capital injection reinforces its position as the primary challenger to OpenAI and Google in the race for artificial general intelligence.

The company plans to use the funds to aggressively expand its infrastructure, specifically building "Colossus 3" in Memphis to house millions of Nvidia's new Blackwell GPUs. Additionally, the capital will be used to train next-generation models like Grok 5, vertically integrating real-world data from the Muskonomy to master complex reasoning and physical world physics.

🔥 More Hot Rounds Across the Board!

Funding News

💸 Anthropic (01/28) secured $20 billion in fresh financing, doubling its original goal due to intense demand from sovereign wealth funds and institutional backers.   - Read More

💸 CoreWeave (01/26) raised $2 billion in new equity financing from Nvidia and others to expand its specialized AI cloud infrastructure. The investment supports CoreWeave's plan to build over 5 gigawatts of AI-ready data centers by 2030.   - Read More

💸 Skild AI (01/14) raised $1.4 billion in a Series C funding round led by SoftBank, reaching a valuation of over $14 billion. The company will use the capital to scale its "omni-bodied" robotics foundation model, the Skild Brain.   - Read More

💸 Zipline (01/21) raised $600 million in new funding, pushing its valuation to $7.6 billion. Following the milestone of 2 million commercial deliveries, the company plans to use the funds to expand its autonomous drone logistics network.   - Read More

🔥 Igniting the Future: Seedradar Ventures Syndicate!

At Seedradar Ventures, we back relentless founders at the earliest stage, investing in teams solving big problems with solutions that deliver a 10–20x greater impact.

Our syndicate offers investors access to a curated pipeline of early-stage startups, sourced through our network.

🤖 The AI Core: News on Transformative Change!

A historic convergence of consumer scale and physical autonomy defined the start of the year. As Apple and Google united to embed deep reasoning into billions of devices, Nvidia and Meta committed unprecedented resources to building the infrastructure for autonomous agents and infinite virtual worlds. The industry has officially shifted from experimental chat to efficient, embodied action across both digital and physical realities.

🛠️ Apple Partners with Google to Power Siri with Gemini 3 (01/12)

Apple has officially announced a landmark partnership with Google, integrating the Gemini 3 foundation model directly into the next generation of Siri.

The integration replaces Apple's proprietary on-device testing models with Google's "Deep Think" architecture for complex queries, effectively bringing reasoning capabilities to 2 billion iOS devices.

🚀 More Impactful Highlights!

Funding News

🦞 Moltbot (01/27)- AI assistant Clawdbot has officially rebranded to Moltbot after a legal challenge from Anthropic. The project has captivated devs by offering persistent memory and true autonomy.   - Read More

🏗️ Modelence1 (01/28)- Secured $3 million to build the missing infrastructure layer for the "vibe coding" revolution, offering a unified stack that bundles auth, databases, and hosting.   - Read More

🚀 Moonshot AI (01/27)- Released Kimi k2.5, a massive 1-trillion parameter open-source model that reportedly outperforms GPT-5.2 on advanced reasoning and coding benchmarks. The release includes a specialized coding agent designed for complex engineering tasks.   - Read More

💎 OpenAI (01/27)- Has introduced "Prism," a new model architecture designed to drastically reduce inference costs while maintaining GPT-5 level reasoning. Alongside this launch, OpenAI confirmed it will retire legacy models like GPT-4o and GPT-4.1 on February 13.   - Read More

🧞 Google DeepMind (01/29)- Has released "Project Genie," a generative AI model capable of creating infinite, interactive 2D and 3D virtual worlds from a single image prompt. The technology is being positioned as a game-changer for the gaming industry.   - Read More

🚘 NVIDIA (01/05)- Unveiled the Alpamayo Autonomous Driving Platform and Cosmos reasoning models. These Vision-Language-Action (VLA) models allow robots to see, reason, and act in the physical world.   - Read More

💰 Mark Zuckerberg (01/29)- Announced Meta’s 2026 capital expenditure will reach up to $135 billion, focusing almost entirely on AI infrastructure. Zuckerberg described 2026 as the "pivotal year" where AI agents will begin to fundamentally transform how businesses operate.   - Read More

🚀 Startup Spotlight: Emerging Game Changers!

A historic influx of capital is fueling a new class of seed-stage titans poised to redefine the boundaries of human-AI collaboration. This elite group is moving beyond simple chatbots to build organizational nervous systems and direct brain-computer interfaces, while simultaneously pioneering radically efficient architectures for the next generation of AGI.

🛠️ Humans& Raises Second-Largest AI Seed Ever for Human-Centric Lab (01/20)

Founded by former researchers from xAI, Anthropic, and Google, Humans& secured $480 million in seed funding at a $4.48 billion valuation. Led by CEO Eric Zelikman (xAI) and Google employee #7 Georges Harik, the team includes alumni from OpenAI and Meta. This historic round, backed by NVIDIA and Jeff Bezos, marks the second-largest seed in venture history.

The lab is building a "messaging substrate" that prioritizes human collaboration over simple automation. Using multi-agent reinforcement learning, they are developing proactive AI systems designed to handle complex group decisions and shared memory.

🌱 More Seeds of Tomorrow's Giants!

Funding News

💵 Merge Labs (01/16) locked up a $252M seed round. The startup is focused on integrating advanced AI with brain-computer interfaces, aiming to bypass traditional hardware constraints.   - Read More

💵 Flapping Airplanes (01/29) emerged from stealth with $180M in seed funding from Sequoia and GV, Flapping Airplanes is a "young person’s AGI lab." They are betting on fundamental research breakthroughs to create data-efficient models.   - Read More

💵 Inferact (01/23) raised $150M in seed funding at an $800M valuation. The startup focuses on making AI inference significantly cheaper and faster, a critical need as enterprise deployments scale.   - Read More

🌐 Connecting Minds: January Events That Empowered!

The global tech community convened to bridge the critical gap between digital reasoning and physical reality. From the massive hardware unveils at CES that officially brought AI into the real world, to specialized gatherings focused on agentic commerce and federal modernization, January's events showcased a unified drive to deploy autonomous systems across every layer of society—from the factory floor to the public sector.

🛠️ CES 2026 Showcases the Dawn of Physical AI and Autonomous Systems (01/06-09)

The world's largest consumer electronics show, CES 2026, convened over 148,000 attendees in Las Vegas to witness the shift from chatbots to "Physical AI."

Major highlights included the unveiling of Boston Dynamics' next-generation electric Atlas integrated with Google DeepMind and NVIDIA’s Alpamayo platform for autonomous reasoning in vehicles. The event officially solidified AI's move into hardware, from humanoid robots to AI-powered at-home longevity stations.

More Event Highlights!

Funding News

🎉 Arc Hackathon (01/23-24) -The Google Developer Group (GDG) San Francisco hosted a specialized hackathon focused on the intersection of AI agents and cross-chain payments. Developers gathered at the MindsDB SF AI Collective to build tools for "Agentic Commerce," where autonomous agents can execute financial transactions independently.   - Read More

🎉 ACT-IAC 2026 (01/27) -Brought together federal leaders and tech startups to discuss the modernization of government procurement through AI. The forum focused on how large language models (LLMs) and agentic workflows can support market research and document drafting for public sector agencies.   - Read More

🎉 AI & Machine Learning Networking Night SF (01/27) -Business Minds Events organized a high-density networking night in San Francisco, specifically targeting founders building the next generation of intelligent technologies. The event featured a "1-Minute Startup Pitch" format that allowed early-stage founders to present their AI use cases directly to active deep-tech investors.   - Read More

🚀 Beyond January: The Road Ahead!

January proved to be the definitive moment where the "intelligence" race transitioned from software abstraction to industrial reality. The historic capitalization of specialized compute, embodied robotics, and autonomous logistics signals that the next era will be defined by the physical capacity to execute, not just the digital capacity to generate. Simultaneously, the integration of deep reasoning into consumer devices and the retirement of legacy models mark the end of the experimental phase and the beginning of critical reliance.

Looking ahead, the frontier will shift from model training to "agentic deployment"—the complex task of integrating these autonomous systems into the messy reality of daily life and enterprise workflows. As the boundary between digital thought and physical consequence dissolves, the value will accrue to those who can effectively bridge these worlds. We will be here to decode this transformation, identifying the architects who are not just building faster models, but engineering the actual operating system of the future.

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Disclosure: Seedradar Ventures and/or its general partner may hold investments in some of the companies mentioned in this newsletter. This content is provided for informational purposes only and should not be considered investment advice.

1 The general partner of Seedradar Ventures is an investor in Modelence.

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