compass.x1000.ai · GAIC-2026-06-28

Global AI Investment Compass

过去 72h 全球 AI 真正发生了什么、为什么、风险在哪、哪些变量值得观察。 Provenance-graded (P0–P5). 投资情报,非投资建议 / Investment intelligence, not investment advice.

Phase-A · Intelligence (no licensed advice) · DRY_RUN staging · graph v1784 · 15 entities · public surface carries no composite/ranking by design.

Signal

tier ≥ P2 · the ~7 that matter
P0funding

Databricks, Inc. $1.6B round None

confidence 0.67

P0funding

Figure AI Inc. $0.67B round None

confidence 0.67

P1funding

Anthropic $3.5B round F

confidence 0.84

P1funding

Perplexity $0.9B round E

confidence 0.84

P1funding

Sierra $0.17B round B

confidence 0.81

P1acquisition

Anthropic acquisition

confidence 0.81

P1hiring

Stability AI layoff

confidence 0.72

Insight

causal, evidence-referenced (paid surface preview)
P1insight

Anthropic $3.5B F round corroborated across 2 source(s) at tier P1; reflects sustained capital concentration in foundation-models.

confidence 0.84

P2insight

Mistral AI $2B C round corroborated across 1 source(s) at tier P2; reflects sustained capital concentration in foundation-models.

confidence 0.67

Watch

observation targets / conditions — never a forecast
P1watch

Observation target: whether Anthropic's next disclosed milestone (filing, follow-on, or product launch) corroborates the F round. Condition to monitor, not a forecast.

confidence 0.84

P2watch

Observation target: whether Mistral AI's next disclosed milestone (filing, follow-on, or product launch) corroborates the C round. Condition to monitor, not a forecast.

confidence 0.67

Radar

full feed incl. low-tier leads (P3–P5, tagged · never promoted to Signal)
P0Databricks, Inc. $1.6B round None
P0Figure AI Inc. $0.67B round None
P1Anthropic $3.5B round F
P1Perplexity $0.9B round E
P1Sierra $0.17B round B
P1Anthropic acquisition
P1Stability AI layoff
P2Mistral AI $2B round C
P2Thinking Machines Lab $2B round seed
P3xAI $6B round Dlead
P4Figure $1.5B round Clead
P5Unnamed stealth lab round seedlead