General Intuition seeks $6B valuation for robotics push

General Intuition, a New York-based startup developing foundation models for AI agents that navigate physical space, is negotiating a new funding round at a $6 billion pre-money valuation, according to sources familiar with the discussions first reported by TechCrunch.

The round would bring in new investors including Valor Equity Partners, Point72 Ventures, and Seven Seven Six, alongside participation from existing backers Khosla Ventures and General Catalyst. The timing is striking: General Intuition closed a $320 million round at a $2.3 billion valuation just weeks ago, representing a near-tripling of the company's paper value in a matter of months.

Why it matters

The rapid valuation jump reflects investor conviction that physical AI—systems that can act in the real world rather than just process text or images—represents the next major frontier in artificial intelligence. General Intuition's approach of training models on gameplay data to develop generalized action understanding could accelerate robotics development across manufacturing, logistics, and consumer applications where current systems remain brittle and task-specific.

From gaming clips to robotics

CEO Pim de Witte launched General Intuition in October 2025 as a spinout from Medal, his video game clip-sharing platform. The company's competitive advantage stems from Medal's archive of hundreds of millions of hours of gameplay footage paired with "action labels"—granular records of player inputs and timing.

This dataset forms the training foundation for what General Intuition calls "large action models," systems designed to learn generalizable patterns of how agents interact with environments. Investor Vinod Khosla has described these action labels as critical to developing true intuition in AI systems—the capacity to transfer learning across tasks the model never explicitly trained on.

Capital deployment focused on robotics

According to sources close to the deal, the round remains oversubscribed as General Intuition continues fielding investor interest. The company plans to direct the new capital toward two primary areas: expanding compute infrastructure through its partnership with cloud provider CoreWeave, and recruiting additional technical talent.

The strategic focus is shifting toward robotic embodiments—physical systems that can execute the actions the foundation model learns to predict and plan. This positions General Intuition in direct competition with well-funded efforts from companies like Physical Intelligence and Figure AI, both pursuing similar visions of general-purpose robotic systems.

Valor Equity Partners, known for its early backing of SpaceX, would mark its first investment in an AI research lab with this deal, according to TechCrunch's reporting. The firm has not yet confirmed its participation.

The funding discussions remain ongoing, and terms could still change before a final close. TechCrunch first reported the details of this developing story.