AI

Game-clip AI startup General Intuition in talks to raise $300M at $2B valuation

General Intuition PBC is in talks to raise about $300 million at a valuation of just over $2 billion, TechCrunch reported today, citing people familiar with the talks. The New York-based startup uses video game footage to train artificial intelligence agents to navigate physical space.

The price tag is a steep markup. General Intuition launched eight months ago with a $134 million seed round. The new valuation is about four times that.

General Intuition spun out of Medal B.V. in October 2025. Medal operates a platform where gamers upload and share short clips of gameplay and that dataset is the reason the startup exists. The company trains embodied AI and what are known as world models on roughly 2 billion clips a year generated by more than 10 million monthly active users across thousands of games.

What makes the data valuable, the company says, is that it is first-person and interactive. Clips on YouTube or Twitch show gameplay from a spectator’s seat. Medal’s clips capture the player’s own view, including the timing and split-second choices a game forces. General Intuition says that is the kind of footage that teaches a machine to read a space and act in it.

The approach also sets the company apart from others chasing world models. Most build the models as products in their own right, selling simulation environments to developers and enterprises. General Intuition instead uses world models to train agents, making the agents the product and the simulation the training ground. The distinction ties its revenue to what its AI can do rather than how convincingly it can render a scene.

The startup was founded by Pim de Witte, who co-founded Medal, alongside Eloi Alonso, Adam Jelley and Vincent Micheli, researchers known for their work on world modeling and diffusion-based simulation. Alonso and Micheli developed DIAMOND, a diffusion-based model that predicts future video frames directly instead of compressing them into tokens.

The Medal dataset has already drawn interest from larger players. OpenAI Group PBC reportedly offered $500 million to acquire Medal late in 2024 to get at the data, an offer de Witte turned down. Sources told TechCrunch that OpenAI has not been the only major AI lab to approach the company.

The world model field has pulled in heavy funding this year. Decart.ai Inc. raised $300 million last month, World Labs Technologies Inc. raised $1 billion in February and Odyssey ML Inc. raised $310 million with backing from Amazon.com Inc. and Advanced Micro Devices Inc. Alphabet Inc.’s Google has connected its Genie world model to Street View imagery for more realistic simulation.

General Intuition plans to use the new capital to scale its compute capacity and ship a product by late summer or early fall, according to a source familiar with the matter.

Backers in the new round reportedly include Jeff Bezos and Eric Schmidt, alongside existing investors Khosla Ventures and General Catalyst.

Including the seed round, the financing would bring the startup’s total funding to more than $400 million in less than a year.

Image: General Intuition