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Applied Compute

Custom "Specific Intelligence" agents and open-model fine-tuning trained on an enterprise’s own data.
Applied Compute is an enterprise AI startup founded in 2025 by three former OpenAI researchers — CEO Yash Patil (Codex), Rhythm Garg (o1 reasoning) and Linden Li (training infrastructure). It builds what it calls "Specific Intelligence": agents and fine-tuned open-weight models trained on a customer’s own operational data, with engineers embedded alongside enterprise teams. Customers include DoorDash (menu generation), NVIDIA (post-training of the Nemotron open-weight models), Microsoft, Cognition and Mercor. It emerged from stealth in October 2025 with an $80M round led by Benchmark, became a unicorn in April 2026 with an $80M Series B at a $1.3B post led by Kleiner Perkins, and by September 2026 was reported to be raising $350M at roughly $3.25B on about $50M of annualized revenue.
AI 📍 San Francisco, CA Founded 2025
Current Valuation
$1.3B
as of 2026-Q2
UNICORN

QL Price

$2.5B
-17% vs last round
QuantLogix's current estimate for Applied Compute, published 2026-09-21 — below the last disclosed round of $3.0B (2026-09).
Confidence
medium
Basis
comps led
What backs this price
Last disclosed round $3.0B 2026-09 weight 0.96
Public-company comparables $697.25M 2026-Q3 weight 0.27
How this price has held up
No round has priced for Applied Compute since QuantLogix began publishing a price for it, so there is nothing to grade yet. The claim above is on the record from 2026-09-21 and will be graded against the next priced round. See the full accuracy record →
How to actually get exposure to Applied Compute →
Which publicly-traded funds already hold it, what $10,000 buys, and whether any route is open to you.
Cite this price as QuantLogix QL Price, Applied Compute, 2026-09-21 (12a6d35057d1b869). The id pins this exact claim, so a citation stays checkable after the price moves. Model estimate for research — not a quote, target price, or investment advice.

IPO Outlookprivate

Is Applied Compute going public?
No. Applied Compute is private and has not filed to go public. There is no S-1 on file.
What is Applied Compute's valuation in 2026?
Applied Compute is valued at $1.3B as of 2026-Q2, set by its Series B ($80M, Apr 2026). That is the last confirmed mark, not a live price — private shares do not trade continuously.
Has Applied Compute filed an S-1?
No public S-1 is on file for Applied Compute.
Who are Applied Compute's investors?
Applied Compute's investors include Benchmark, Sequoia Capital, Lux Capital, Kleiner Perkins, Greenoaks, Conviction and 6 more.
Can you buy Applied Compute stock?
No. Applied Compute is a private company — its shares are not listed on any exchange and there is no ticker. The routes to exposure are pre-IPO secondary marketplaces and funds (accredited investors), employee tender offers when the company runs one, and public companies with read-through exposure. QuantLogix maps every route it can verify for Applied Compute on its Pre-IPO Access Desk.
How to actually get exposure to Applied Compute →
Answers are derived from the roster record shown on this page — filing status, last round and confirmed marks. Where the record is silent, the answer says so rather than guessing.

Company Profile

CEO
Yash Patil
Founded
2025
HQ
San Francisco, CA
Total Raised
$160M
Est. Revenue
$50M (2026-Q3)
Growth
~$50M annualized revenue roughly 15 months after founding; reported valuation path ~$700M (Oct 2025) to $1.3B (Apr 2026), with a ~$3.25B round reported in progress.
Last Round
Series B — $80M (Apr 2026) · Lead: Kleiner Perkins
IPO Status
private

Fundraising Status

Series B · $80M · 5 mo ago
privateTotal raised $160M3 disclosed rounds

Series B Impact

Round Size
$80M
Primary financing announced
Post-Money Valuation
$1.3B
Company-announced mark
Valuation Step-Up
+85.7%
vs Series A at $700M
Round / Post-Money
6.2%
New capital ÷ post-money
Disclosed Funding
$160M
Cumulative disclosed rounds
Step-up compares disclosed post-money valuations. Round / post-money is a financing-size ratio, not an ownership or dilution estimate.

Growth & Valuation

Valuation across funding rounds
Valuation growth across funding rounds$700M$1.3BOct '25Apr '26
Capital raised per round
Capital raised per funding round$20MSeed$80MSeries A$80MSeries B
Charts built from publicly disclosed funding rounds and revenue estimates. Approximate, not real-time, not investment advice.

Funding History

RoundAmountDateLead InvestorPost-Money
Series B$80MApr 2026Kleiner Perkins$1.3B
Series A$80MOct 2025Benchmark$700M
Seed$20MJun 2025Sequoia Capital

Vertical Intelligence — AI / ML

Open models
0
verified organization
Downloads (30d)
0
across all models
Followers
44
Attributed to Hugging Face organization "Applied Compute" as of 2026-09-18. Open-weights footprint only — closed-model usage is not publicly measurable. Verify on Hugging Face ↗

Talent Signal

Hiring trend
Hiring steady
+5% vs 2026-08
Open roles
289
via ashby
Product-build share
76%
engineering, research, product, design
Trajectory
steady
heavy product build — 76% of open roles are product-building functions (engineering/research/product) — 142 of 289 open roles are engineering.
Actively hiring with no tracked executive churn.
Open roles by month
Open roles by month274Aug '26289Sep '26
Open roles by function
Open roles by functionEngineering142Sales & GTM28Hardware24Ops & People17Research16Product16Other15Design9Data & ML6
product-building   go-to-market / G&A
System DesignerHardware Test EngineerSoftware Engineer - Multi-Agent UAV Autonomy (Defense)Software Integration Engineer, Self-DrivingSoftware Engineer - Motion Planning (Fallback Stack)ML Runtime Optimization Engineer
Counted from Applied Compute's live job board as of 2026-09-16; role functions classified from posting titles. Open-role counts are an activity signal, not headcount. Refreshed monthly.

Founders & Key People

Yash PatilRhythm GargLinden Li

Investors

Benchmark · Sequoia Capital · Lux Capital · Kleiner Perkins · Greenoaks · Conviction · Neo · Hanabi Ventures · Definition Capital · Elad Gil · Victor Lazarte · Omri Casspi

Products

  • Specific Intelligence — custom enterprise AI agents
  • Open-model and open-weight fine-tuning / post-training
  • Reinforcement-learning environments on customer data

Competitors

OpenAI · Anthropic · Sierra · Fireworks AI · Together AI
aienterprise aiagentsfine-tuningopen source models
Private-company numbers are not real-time. Reflects publicly disclosed valuations from press releases, news reports, and tender offers as of 2026-Q2. Refreshed quarterly.