Two Sigma

Tracked participation in 2 Atlas companies, with 0 explicitly attributed leads.

2portfolio companies

4round participations

0lead positions

Jun 2026latest activity

Capital activity

Portfolio

CompanyLatest valuationFirst → latestRoundsRoleAttributed partner

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$5BJun 2024 → Jun 20263 roundsParticipant—

RRecursionScienceRecursion (NASDAQ: RXRX) is a clinical-stage TechBio company developing an end-to-end, AI-native drug discovery and…$1.2BraisedRecent roundsPublic Offering (equity) · Jun 2024$200M · Public market investors (follow-on offering)PIPE / strategic investment (NVIDIA investment) · Jul 2023$50M · NVIDIADebt financing (credit facility / term loan) · Jan 2023$11.9M · led by Midcap Financial Trust (Midcap)Recursion—Oct 2017 → Oct 20171 roundParticipant—

DateCompanyRoundRaisedValuationRoleEvidence

Jun 30, 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 +11EtchedMultiple unannounced financings (stealth exit / launch update) totaling $800M$800M$5BParticipant

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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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Jun 25, 2024EEtchedChipsEtched 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 A (co-investors list)$120M—Participant

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Oct 03, 2017RRecursionScienceRecursion (NASDAQ: RXRX) is a clinical-stage TechBio company developing an end-to-end, AI-native drug discovery and…$1.2BraisedRecent roundsPublic Offering (equity) · Jun 2024$200M · Public market investors (follow-on offering)PIPE / strategic investment (NVIDIA investment) · Jul 2023$50M · NVIDIADebt financing (credit facility / term loan) · Jan 2023$11.9M · led by Midcap Financial Trust (Midcap)RecursionSeries B$60M—Participant

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DateCompanyRoundRaisedValuationRoleEvidence

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