Private Markets / Emerging Spaces / Foundation Models

Foundation Models

The frontier labs and large-model builders — text, multimodal, and domain foundation models.

42/100momentum · Steady
71tracked companies
$2.2Tcombined valuation
$76Bcapital · 90d (12 deals)
$266Bcapital · 1y (56 deals)
43new entrants · 1y
+4.6%median secondary vs round (24 marks)

Momentum components — 4/4 computable

Funding acceleration30
Deal velocity44
News heat54
Secondary temp55

Components that cannot be computed are dropped and the weights renormalize — never faked to neutral.

Capital by quarter — disclosed rounds

24Q425Q125Q225Q325Q426Q126Q226Q3

Undisclosed amounts count as zero capital; deals still count.

#CompanyValuationSecondary vs RoundLast Round
1 Anthropic $1.0T as of 2026-Q3 no mark 2026-07-22
2 OpenAI $852B as of 2026-Q1 no mark 2026-03-31
3 DeepSeek $45B as of 2026-Q2 no mark 2026-05-06
4 Safe Superintelligence $32B as of 2025-Q2 no mark 2025-04-01
5 Reflection AI $25B as of 2026-03 +46.9% 2025-10
6 Mercor $20B as of 2026-07 +4.6% 2025-10-27
7 Moonshot AI $20B as of 2026-Q2 no mark 2026-05-07
8 Fireworks AI $18B as of 2026-Q3 +109.0% 2026-07-15
9 Scale AI $14B as of 2025-Q2 -37.9% 2025-06-12
10 Skild AI $14B as of 2026-Q1 -2.3% 2026-01-13
11 Mistral AI $14B as of 2025-Q3 +22.8% 2025-09-09
12 Baseten $13B as of 2026-06 +517.8% 2026-06-18

Methodology. Emerging Spaces groups the tracked private-company roster into curated thematic spaces and scores each space's momentum 0–100 from four disclosed-data components: trailing-90-day capital vs the prior 90 days (40%), deal-count acceleration on the same windows (25%), news activity per tracked company over 30 days (20%), and the median secondary-market premium to last round across the space's marked names (15%). Components that cannot be computed are dropped and the weights renormalize — the basis is disclosed per space. Quarterly trends derive from dated, disclosed rounds; undisclosed amounts count as zero capital. An attention map of disclosed activity — not a prediction, not investment advice.