Positive Sum

Tracked participation in 3 Atlas companies, with 0 explicitly attributed leads.

3portfolio companies

5round participations

0lead positions

Sep 2026latest activity

Capital activity

Portfolio

CompanyLatest valuationFirst → latestRoundsRoleAttributed partner

CCognition$48BMay 2026 → Sep 20262 roundsParticipant—

EEtchedChipsEtched is a private AI hardware company building “frontier inference clusters” for serving frontier AI models, with…$21Bvaluation$2.9BraisedRecent roundsSeries D (per Etched progress post wording as a production-acceleration round) · Aug 2026$700M · led by Jane StreetSeries C · Jul 2026$300M · led by Sequoia CapitalMultiple unannounced financings (stealth exit / launch update) totaling $800M · Jun 2026$800M · Andrej Karpathy, Arthur Mensch +11Etched$21BDec 2025 → Aug 20262 roundsParticipant—

RRogo$2BApr 2026 → Apr 20261 roundParticipant—

DateCompanyRoundRaisedValuationRoleEvidence

Sep 08, 2026CCognitionSeries E$2B$48BParticipant

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Aug 18, 2026EEtchedChipsEtched is a private AI hardware company building “frontier inference clusters” for serving frontier AI models, with…$21Bvaluation$2.9BraisedRecent roundsSeries D (per Etched progress post wording as a production-acceleration round) · Aug 2026$700M · led by Jane StreetSeries C · Jul 2026$300M · led by Sequoia CapitalMultiple unannounced financings (stealth exit / launch update) totaling $800M · Jun 2026$800M · Andrej Karpathy, Arthur Mensch +11EtchedSeries D (per Etched progress post wording as a production-acceleration round)$700M$21BParticipant

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May 27, 2026CCognitionSeries D$1B$26BParticipant

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Apr 29, 2026RRogoSeries D$160M$2BParticipant

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Dec 01, 2025EEtchedChipsEtched is a private AI hardware company building “frontier inference clusters” for serving frontier AI models, with…$21Bvaluation$2.9BraisedRecent roundsSeries D (per Etched progress post wording as a production-acceleration round) · Aug 2026$700M · led by Jane StreetSeries C · Jul 2026$300M · led by Sequoia CapitalMultiple unannounced financings (stealth exit / launch update) totaling $800M · Jun 2026$800M · Andrej Karpathy, Arthur Mensch +11EtchedSeries B$500M$5BParticipant

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DateCompanyRoundRaisedValuationRoleEvidence

Sep 08, 2026CCognitionSeries E$2B$48BParticipant

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May 27, 2026CCognitionSeries D$1B$26BParticipant

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Apr 29, 2026RRogoSeries D$160M$2BParticipant

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