General Intuition
Develops multimodal action models trained on gameplay video and player-input telemetry.
$220MUndisclosed
Role not disclosedAM
Atreides Management
Activity from announced rounds
Activity in this selectionOct 17, 2026 · Jul 20, 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.
- Rounds participated in
- 11
- Confirmed lead rounds
- 4 5 roles undisclosed
- New companies
- 9 First participation on record · 2 follow-on
- Funding in participating rounds
- $6.1B 8 disclosed · full round size, not this investor’s share
By stage
By primary sector
By country
Rounds
11 in this selectionCrusoe
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)
LeadEnduroSat
EnduroSat designs and manufactures modular, software-defined satellites and components, and provides mission services for commercial and institutional operators.
$205MFunding round
LeadPositron AI
Positron AI develops memory-focused hardware and software for large-language-model inference.
≤$875MSeries C and Series C-1 financing package
LeadCelero Communications
Celero develops coherent digital signal processors and analog technology for optical links that connect AI accelerators and data centers. Its validated 2nm silicon architecture is designed to move more data across scale-up, scale-out and data-center links with lower power and a path from 1.6T to next-generation 3.2T connectivity.
$275MSeries C
LeadLyte
Lyte develops perception systems for robots and autonomous machines used in inspection, logistics and manufacturing.
$165MSeries C
ParticipantDeep Cogito
Post-training research lab building reinforcement learning and self-improving AI models
$43MSeries A
Role not disclosedLumilens
Lumilens develops optical interconnects for connecting GPUs in AI data centers.
>$700MSeries C
Role not disclosedValar Atomics
Valar Atomics develops modular nuclear reactors and energy campuses for industrial heat and electricity.
$1BSeries B
ParticipantXsight Labs
Fabless semiconductor company building connectivity chips for hyperscale, edge, and AI data centers
>$300MGrowth
Role not disclosedSila
Develops and manufactures advanced battery solutions for critical industries
$300MGrowth
Role not disclosed