New York-based General Intuition, the startup building foundation models that train AI agents to operate in physical space, is in talks to raise new funding at a $6 billion pre-money valuation, according to sources familiar with the matter. The round is expected to include new investors Valor Equity Partners, Point72 Ventures, and Seven Seven Six, with existing backers Khosla Ventures and General Catalyst also participating.
The funding would arrive just weeks after the company raised $320 million at a $2.3 billion valuation, underscoring the rapid escalation of investor interest in physical AI — a field focused on giving machines the ability to understand and interact with the real world.
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A fast rise from a gaming data trove
General Intuition was spun out of Medal, a video game clip-sharing platform, in October 2025 by CEO Pim de Witte. The company’s initial training data comes from hundreds of millions of hours of gameplay, paired with what it calls “action labels” — detailed records of exactly which buttons a player pressed and when. That dataset, de Witte has argued, provides a unique window into human decision-making and motor control, which is essential for teaching AI to manage physical environments.
Investor Vinod Khosla recently told TechCrunch that he believes these action labels will be central to what he calls the “emergence of intuition” — the ability for a model to generalize across tasks it was never explicitly trained on. That concept is at the heart of General Intuition’s approach, which aims to build a general-purpose model that can be adapted to different robotic bodies and real-world tasks.
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The company is still finalizing the round, and a source close to the deal said it is oversubscribed as the startup continues to field interest from investors. The new funds are intended to improve its general model with a focus on robotic embodiments, which means increasing spending on compute infrastructure — including its partnership with cloud provider CoreWeave — and hiring more engineering talent.
Why physical AI is drawing big checks
The investment comes amid a broader surge of capital into physical AI and robotics startups. Unlike pure software AI, physical AI requires models that can process real-world sensory data and generate actions, a far more complex challenge that demands massive amounts of training data and compute.
General Intuition’s approach — applying gaming data to train models that can later be transferred to robots — is one of several strategies being pursued by startups and tech giants alike. The company’s backers include some of the most prominent names in venture capital, and the reported participation of Valor Equity Partners, known for its early investment in SpaceX, would mark the fund’s first foray into an AI lab.
The valuation jump from $2.3 billion to $6 billion in a matter of weeks reflects the intense competition among investors to back startups that could define the next wave of AI. It also highlights the growing conviction that physical AI, not just language models, will be the next major commercial battleground.
For General Intuition, the challenge will be turning its gaming-derived data and models into products that work in the messy, unpredictable real world. Robotics has long been a graveyard for AI startups that failed to move beyond demos, but the influx of capital and compute may give the company a better shot than most.
As the round is finalized, the industry will be watching whether General Intuition can translate its early momentum into a viable platform for robots — and whether its “intuition” approach proves as powerful as its investors believe.
This story is developing. Please check back for updates.
Disclaimer: This article discusses a private company’s fundraising and valuation, which are subject to change. It does not constitute financial advice, and the venture capital market is volatile and uncertain. Readers should conduct their own research before making any investment decisions.
