Team Portfolio Raise Essays

F4/Race Capital/Activity

Race Capital Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

Investment

Race Capital invested in SkyPilot's $20M funding round alongside Lux Capital (lead), Amplify, Coatue, Foundation, The House Fund. SkyPilot is a control plane that turns fragmented GPU fleets into one AI supercomputer.

SkyPilot

SkyPilot Race Capital

race.capitalJUL 21, 2026

Race Capital | Activity | F4

JUL 21, 2026

Exit

Race Capital portfolio company PlayAI was acquired by Meta Superintelligence Lab.

PlayAI

PlayAIRace Capital

edithyeung.substack.com

Added recently

3 investments· FEB 2026 – JUN 2026Show all

Investment

Race Capital invested in Architect Labs' $24M seed round alongside Kindred Ventures, TQ Ventures, Together Fund. Architect Labs is an AI lab building on-demand custom ASICs using AI for chip design.

Architect Silicon

Architect Silicon Race Capital

race.capitalJUN 18, 2026

JUN 18, 2026

Investment

Race Capital led Vision Lab's $6M seed round. Vision Lab builds an industrial data layer for physical AI, capturing operator-validated egocentric video from factories for robotics training data.

Vision Lab

Vision Lab Race Capital

race.capitalJUN 15, 2026

JUN 15, 2026

Investment

Participated in Opaque Systems' $24M Series B at $300M valuation for confidential AI enterprise platform.

Opaque Systems

Opaque Systems Race Capital

prnewswire.comFEB 12, 2026

FEB 12, 2026

Exit

Race Capital portfolio company Groq was acquired by NVIDIA for $20B in a landmark AI infrastructure exit.

Groq

Groq Race Capital

edithyeung.substack.comDEC 2025

DEC 2025

Exit

Portfolio company PlayAI was acquired by Meta for voice AI capabilities.

PlayAI

PlayAIRace Capital

bloomberg.comJUL 2025

JUL 2025

Essay

Alfred Chuang and Bernard Chan published an essay on why open-source AI is crucial for competition, arguing that open platforms prevent vendor lock-in and enable democratized AI innovation.

Alfred Chuang and Bernard Chan

race.capitalMAR 27, 2025

MAR 27, 2025