Robot Ventures | Activity | F4

Robot Ventures Activity

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

Types

Time range

Investment

Robot Ventures participated in a $58M Seed round for Physical Superintelligence (PSI), a Cambridge-based company, alongside Balaji Srinivasan, Breakthrough Energy, and others.

Physical Superintelligence

Physical Superintelligence Robot Ventures

cbinsights.comSEP 1, 2026

SEP 1, 2026

Essay

Robot Ventures (Tarun Chitra) published deep research on OpenRouter marketplace structure, identifying strategic price manipulation by inference providers similar to MEV in blockchains — a first-of-three series on open weight model economics.

The Souq: Value Creation and Extraction in OpenRouter

Robot Ventures

robvc.comAUG 17, 2026

AUG 17, 2026

Exit

Portfolio company Sovereign Labs was acquired by Celestia, marking a portfolio exit for Robot Ventures.

Sovereign Labs

Sovereign Labs Robot Ventures

cbinsights.comJUL 15, 2026

JUL 15, 2026

Investment

Robot Ventures led a $75M Series B in Nous Research at a $1.5B valuation, backing the open-source AI agent platform Hermes. Union Square Ventures also participated.

Nous Research

Nous Research Robot Ventures

kucoin.comJUL 14, 2026

JUL 14, 2026

Exit

Portfolio company Suilend was acquired by Bluefin, marking a portfolio exit for Robot Ventures.

Suilend

SuilendRobot Ventures

cbinsights.comJUN 25, 2026

JUN 25, 2026

Investment

Participated in Ground's $3.6M pre-seed round for embedded onchain yield infrastructure.

Ground

Ground Robot Ventures

finextra.comJUN 24, 2026

JUN 24, 2026

Investment

Participated in Nova Markets' seed round for on-chain capital and prediction market infrastructure.

Nova Markets

Nova Markets Robot Ventures

x.comJUN 4, 2026

JUN 4, 2026

Exit

Portfolio company Blocknative had a talent acquisition by Deloitte, marking a portfolio exit for Robot Ventures.

Blocknative

Blocknative Robot Ventures

cbinsights.comMAY 19, 2026

MAY 19, 2026

Investment

Participated in Paxos Labs' $12M seed round for onchain financial infrastructure (Amplify platform).

Paxos Labs

Paxos Labs Robot Ventures

cbinsights.comAPR 2026

APR 2026

Essay

Robot Ventures (Maddie P, Tarun Chitra) published a valuation model for machine credit, arguing the bottleneck in agent economies is acceptance (not intelligence) and introducing the Machine Finance Value equation.

The Bots Want a Wife: A valuation model for machine credit

Robot Ventures

robvc.comMAR 15, 2026

MAR 15, 2026

Essay

Robot Ventures (Anirudh Pai, Tarun Chitra) published research laying out the case for Math Inc as verification infrastructure, detailing Gauss autoformalization agent performance and the firm's commitment to AI-driven formal mathematics.

Autoformalization is Required for Sovereignty

Robot Ventures

robvc.comMAR 9, 2026

MAR 9, 2026

Investment

Led Payy's $6M seed round for privacy-focused payment infrastructure.

Payy

Payy Robot Ventures

cbinsights.comMAR 2026

MAR 2026

Essay

Robot Ventures (Maddie P) published essay arguing AI value creation is shifting from model intelligence to permission accumulation, introducing Sprinter as a programmable credit engine for agents and humans.

The Turing Test Was the Wrong Test

Robot Ventures

robvc.comJAN 20, 2026

JAN 20, 2026

Essay

Robot Ventures (Anirudh Pai) published essay arguing stablecoins will finance AI infrastructure at trillion-dollar scale, introducing the concept of 'electrodollar' as the bridge linking private capital to AI compute buildout.

Who will fund the AI Century?

Robot Ventures

robvc.comJAN 8, 2026

JAN 8, 2026

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