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Coverage

All tracked projects.

Sort by tier, raised, or recency. Filter by sector and stage. Click any project for the full read — the Lookout take, key metrics, and the 7-axis evaluation.

Tracked

15

Conviction

06

Total raised

$123M

Sectors

06

15 matches

Bittensor

Decentralized machine learning network — subnet model — TAO token

Inference· Public
Conviction

Grass

Bandwidth/data layer cho AI training — large airdrop hype — Solana

Data-Layer· Seed· $3.5M
Conviction

io.net

Decentralized GPU network — aggregator model — institutional traction

DePIN-Compute· Series A· $30.0M
Conviction

Render Network

Veteran decentralized rendering — pivoted to AI compute — Solana migration done

DePIN-Compute· Public
Conviction

Skyfire

Agent-to-agent payment network — a16z + Coinbase backed — production

Payment-Rails· Seed· $8.5M
Conviction

Virtuals Protocol

Launchpad cho on-chain AI agents — biggest agent ecosystem hiện tại trên Base

AI-Agents· Seed· $3.0M
Conviction

ai16z / ElizaOS

AI agent framework open-source — Marc Andreessen's DAO experiment scaling

AI-Agents· Strategic
Watching

AIxBT

Single-agent crypto Twitter intelligence — first viral 'AI alpha agent'

AI-Agents· Pre-Seed
Watching

Akash Network

Cosmos-based decentralized cloud — earliest DePIN cloud — slower growth

DePIN-Compute· Public
Watching

Allora Network

Self-improving inference network — collective intelligence — newer than Bittensor

Inference· Series A· $35.0M
Watching

FrodoBots

DePIN cho mini-robots — telerobotic + AI — physical AI play

Embodied-AI· Seed· $2.5M
Watching

Masa Network

AI training data marketplace — privacy-preserving — earlier stage

Data-Layer· Seed· $1.1M
Watching

Nava

AI agent payment trust layer — escrow holds funds until a transaction is verified against user intent. Polychain + Archetype backed ($8.3M seed, Apr 2026).

Payment-Rails· Seed· $8.3M
Watching

OpenMind

OM1 — open-source AI robot operating system. Aims to be the unified standard + app store for robots. Pantera-led $20M.

Embodied-AI· Seed· $20.0M
Watching

PrismaX

Decentralized teleoperation platform — humans remotely control robots to generate physical-AI training data. a16z-backed.

Embodied-AI· Seed· $11.0M
Watching

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