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Poolside

private
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Poolside is a privately held company tracked for investment-relevant business and technology developments.

sentiment mix
bull 43%bear 7%neu 50%

funding rounds

private markets
awaiting round data

This slot renders the company's funding history: dates, rounds, amounts, valuations and lead investors once populated in data/funding-rounds.json.

signal summary

latest high-conviction thesis
Jason Lemkin: Poolside sold to Nvidia after failing to raise capital despite strong team and vision▾

Poolside had a great team, proven leader, strong CTO, and right vision but couldn't raise the capital needed to execute; they sold a license to Nvidia for ~$7-9B, marking a potential 'last exit' before the neolab funding window closes.

jason lemkinT320VC2026-09-10
confidence 66 / 100impact High
key themes
  • AI Infrastructure80%
  • Open Source AI70%
  • AI Agents70%
  • AI Economics & Business Models60%
  • Venture Capital40%

bull thesis · 6

82 / 100
  • •Jason Calacanis calls Poolside a very solid product amid Nvidia acqui-hire signals
  • •Poolside building highly effective small coding models with strong tooling
  • •Nvidia acquires Poolside team for $9B to build open-source coding models

bear thesis · 1

31 / 100
  • •Jason Lemkin: Poolside sold to Nvidia after failing to raise capital despite strong team and vision

mentions · 14

All-In PodcastJensen Huang: The Doomer Hoax, Superintelligence is Here, and The Future of AI (ft. President Trump)1 mentions · 1▲ 0▼ 0○ · 11 days ago
0:0012:0025:0037:0050:00
20VCJensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town1 mentions · 0▲ 1▼ 0○ · 15 days ago
0:0022:0045:001:07:001:30:00
All-In PodcastNvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine1 mentions · 1▲ 0▼ 0○ · 27 days ago
0:008:0017:0026:0035:00
20VCShould American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive1 mentions · 0▲ 0▼ 1○ · 27 days ago
0:0020:0040:001:00:001:20:00
Limitless PodcastNVIDIA Is Printing $1 Billion a Day1 mentions · 1▲ 0▼ 0○ · 28 days ago
0:003:007:0011:0015:00
20VCNVIDIA Buys Poolside, Invests in Mercor & Perplexity | OpenAI Confirms IPO2 mentions · 0▲ 0▼ 2○ · 29 days ago
0:002:005:007:0010:00
Peter H. DiamandisWhy Anthropic Should Not IPO, Altman Admits He Was Wrong, and 10-Day Work Weeks with Emad Mostaque1 mentions · 0▲ 0▼ 1○ · 29 days ago
0:0013:0027:0041:0055:00
The InformationWhy Nvidia Is Raising Prices3 mentions · 0▲ 0▼ 3○ · last month
0:003:007:0011:0015:00
20VCOpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:0018:0037:0056:001:15:00
20VCArena CEO: 70% of Neolabs Will Die | There Will be a $100BN US Open-Source Model1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:007:0015:0022:0030:00