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- Morning VC Brief丨2026.02.06
Morning VC Brief丨2026.02.06
Week05 Highlights丨ElevenLabs, Goodfire, Fundamental, Resolve AI, Positron, Fieldguide, Fibr AI, Phylo
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Table of Contents
01. Venture News
1/ AI Voice Platform ElevenLabs raised $500M Series D at $11B
Product: Enterprise platform providing voice agents, creative audio tools, and API infrastructure for text-to-speech, dubbing, transcription, and conversational AI across 70+ languages
Highlight: Over $330M ARR by end of 2025, 1B+ users reached through API clients including Meta, Epic Games, Salesforce
Investors: Sequoia Capital (Lead), Andreessen Horowitz, ICONIQ, Lightspeed Venture Partners
2/ AI Interpretability Platform Goodfire raised $150M Series B at $1.25B
Product: Model design environment using interpretability tools to understand, debug, and reshape AI models; enables intentional model design and scientific discovery via model-to-human knowledge transfer
Highlight: Reduced LLM hallucinations by 50% using interpretability-informed training; identified novel Alzheimer's biomarkers by reverse-engineering biological models
Investor: B Capital (Lead), Salesforce Ventures, Menlo Ventures, Lightspeed Venture Partners
3/ Large Tabular Model Platform Fundamental raised $255M Series A at $1.2B
Product: Nexus foundation model designed for structured data analysis; deterministic Large Tabular Model (LTM) that handles massive enterprise datasets with billions of rows, unlike transformer-based LLMs
Highlight: Seven-figure contracts with Fortune 100 clients; strategic partnership with AWS for direct deployment
Investor: Oak HC/FT (Lead), Valor Equity Partners, Battery Ventures, Salesforce Ventures
4/ AI Site Reliability Engineering Platform Resolve AI raised $125M Series A at $1B
Product: AI-powered platform automating system reliability engineering (SRE) work, troubleshooting and resolving system failures and outages
Highlights: Founded by two former Splunk executives (Spiros Xanthos and Mayank Agarwal) whose previous startup Omnition was acquired by Splunk in 2019
Investor: Lightspeed Venture Partners (Lead), Greylock Partners, Unusual Ventures
5/ AI Semiconductor Startup Positron raised $230M Series B
Product: High-speed memory chips for AI workloads; Atlas chip manufactured in Arizona focused on AI inference
Highlight: Atlas chip matches Nvidia H100 GPU performance at less than one-third of the power consumption
Investor: Qatar Investment Authority (QIA), Valor Equity Partners, Atreides Management
6/ AI-Native Audit and Advisory Platform Fieldguide raised $75M Series C
Product: Collaborative, AI-native platform for audit and advisory firms featuring agentic AI that executes engagements from start to finish, with human expertise and AI agents working together
Highlight: Platform already being used in live engagements by firms handling core work
Investor: Goldman Sachs (Lead), BVP, 8VC,Thomson Reuters
7/ AI Website Personalization Platform Fibr AI raised $5.7M Seed
Product: AI agent platform that transforms static webpages into personalized one-to-one experiences by inferring visitor intent and continuously optimizing content in real-time
Highlight: 12 enterprise customers including banks and healthcare providers; targeting $5M ARR and 50 enterprise customers by year-end
Investor: Accel (Lead), WillowTree Ventures, MVP Ventures
8/ AI-Native Biomedical Research Platform Phylo raised $13.5M Seed
Product: Biomni Lab - first Integrated Biology Environment (IBE) where biologists orchestrate AI agents for real biomedical work; integrates 300+ databases, software systems, and analytical tools
Highlight: Tens of thousands of scientists across 7,000+ research labs, biopharma companies, and healthcare organizations adopted open-source Biomni
Investor: Andreessen Horowitz (Co-lead), Menlo Ventures/Anthropic (Co-lead), Zetta, Conviction, SV Angel