Atreides Management

Activity from announced rounds

Activity in this selectionUnited States · Oct 9, 2026 · Sep 10, 2026

Atreides Management invests in technology and consumer companies through a crossover strategy spanning private and public markets.

The firm is led by managing partner and chief investment officer Gavin Baker. Its team combines public-equity leadership with partners in Atreides Ventures, including investment professionals holding roles across both parts of the platform.

Sources
Rounds participated in
4
Confirmed lead rounds
3
1 roles undisclosed
New companies
3
First participation on record · 1 follow-on
Funding in participating rounds
$4.3B
3 disclosed · full round size, not this investor’s share

By stage

Series C+3
Undisclosed1

By primary sector

AI2
Hardware2

By country

United States4

Rounds

4 in this selection
CScale

CScale develops optical interconnects that keep large AI computing systems communicating reliably.

$145MSeries C
Lead
General Intuition

Develops multimodal action models trained on gameplay video and player-input telemetry.

$220MUndisclosed
Role not disclosed
Crusoe

AI infrastructure combining GPU cloud services, managed AI tools, large-scale data centers and modular AI factories for model developers and enterprises.

$3.9BSeries F (initial close; anticipated total)
Lead
Positron AI

Positron AI develops memory-focused hardware and software for large-language-model inference.

≤$875MSeries C and Series C-1 financing package
Lead