Trackers
TRACKER · BY DEEDY DAS
The Ultimate Neolab List
A public list of AI “neolabs,” which its creator defines as usually pre-revenue startups with elite researchers that buy a lot of compute and often carry a $1B+ valuation. As of its creator's October 26 post, it covers 100+ companies.
Why it matters for inference: Neolabs are the demand side of the compute market. They buy GPU capacity from neoclouds and inference providers before they have revenue, which ties directly to our coverage of neocloud financing and who survives it. We link to the list and don't reproduce it.
Primary sources behind recent pieces
- Citadel Securities: Elastic Expectations
The source of the chart showing token prices falling while GPU rental prices rebounded. - Modal: $1B annualized run rate and $750M Series D
Modal's own announcement, which we used for its figures and customers. - DHS notice on DeepSeek (Federal Register public inspection)
The notice behind our DeepSeek coverage. The appendix with the signed order is empty in this copy. - Cohere on X: Qwen3.8-Flash-Next sandbox report
Cohere's own statement on the sandbox incident.
Know a tracker or primary source we should list? Email info@stateofinference.com.