NEWSLETTER

By clicking submit, you agree to share your email address with TFN to receive marketing, updates, and other emails from the site owner. Use the unsubscribe link in the emails to opt out at any time.

General Intuition in talks to raise at $6B valuation as physical AI race accelerates

General Intuition
Image credits: General Intuition
  • General Intuition is reportedly in talks to raise funding at a $6 billion pre-money valuation, just weeks after raising $320 million at a $2.3 billion valuation.
  • New investors including Valor Equity Partners, Point72 Ventures and Seven Seven Six are reportedly joining existing backers Khosla Ventures and General Catalyst.
  • The startup is using hundreds of millions of hours of gaming data to develop foundation models that can help AI agents understand actions, environments and outcomes, with robotics now a major focus.

General Intuition, the New York-based AI startup co-founded by Medal co-creator  Pim de Witte, is reportedly in talks to raise fresh funding at a $6 billion pre-money valuation, according to sources familiar with the deal, claims TechCrunch. The financing would come only weeks after General Intuition raised $320 million at a $2.3 billion valuation, reflecting the speed at which investor interest in physical AI is accelerating. 

The latest round is expected to include new investors Valor Equity Partners, Point72 Ventures and Seven Seven Six, while Khosla Ventures and General Catalyst are also participating.

“It shouldn’t have been possible to start a frontier lab in 2025. The doors were shut, they said. But thanks to Vinod, and his relentless ability to believe in founding teams, it was,” noted co-founder and CEO Pim de Witte. 

From video-game clips to AI intuition

General Intuition was spun out of de Witte’s video-game clip-sharing platform Medal in October 2025 alongside Eloi Alonso, Adam Jelley, and Vincent Micheli. The company brought with it hundreds of millions of hours of gameplay data, but its bet is not simply on using game footage to train another visual model. It is particularly interested in “action labels”, records showing which buttons a player pressed and when.

Those labels provide information about the relationship between an action and what happens next. General Intuition believes this type of data can help models learn to generalise across tasks rather than simply reproduce patterns from their training material.

Khosla Ventures founder Vinod Khosla recently said he believes these action labels could be important to the “emergence of intuition”, the ability of AI models to generalise to tasks they were not explicitly trained to perform.

That concept sits at the centre of General Intuition’s ambition: building a foundation model that can understand how agents move through space and time, and eventually translate that understanding into physical environments.

Why robotics is the next test

The company is now focusing its general model on robotic embodiments, meaning the systems through which AI can perceive and act in the physical world.

New funding would go towards improving the model, expanding compute infrastructure and hiring more talent. General Intuition operates as a lean frontier lab with an overall headcount of 44 employees according to PitchBook market data. General Intuition already has a partnership with CoreWeave, giving it access to the computing infrastructure required to train increasingly sophisticated models. 

The move comes as physical AI attracts increasingly large rounds. Skild AI raised $1.4 billion in Series C funding in January at a valuation above $14 billion, with SoftBank leading the round and Nvidia, Macquarie Capital and Jeff Bezos among the participants. 

Physical Intelligence has also emerged as a major contender. The San Francisco robotics AI company was reported in March to be discussing around $1 billion in new funding at a valuation above $11 billion, following earlier rounds that pushed its total funding above $1 billion. 

Meanwhile, Generalist AI announced $400 million in new funding in June, taking its total raised above $500 million and its valuation to around $2 billion. The round was led by Radical Ventures, with participation from 8VC, Union Square Ventures, Nvidia and Bezos Expeditions. 

The numbers show how quickly the competitive landscape is forming around AI systems designed to operate outside the screen. The race is increasingly about training data, compute, model generalisation and the ability to transfer intelligence across different robots and physical environments.

A SpaceX connection adds another layer

Valor Equity Partners’ reported participation brings an interesting connection to the deal.

The investment firm is best known for backing SpaceX. If confirmed, General Intuition would reportedly be its first AI lab investment since SpaceX, highlighting the increasingly blurred line between AI, robotics, autonomy and advanced physical systems.

For General Intuition, the challenge now is turning its enormous virtual-world dataset into intelligence that works reliably in the real world.

Total
0
Shares
Related Posts
Total
0
Share

Get daily funding news briefings in the tech world delivered right to your inbox.

Enter Your Email
join our newsletter. thank you
TFN Banner