· Investment Strategies · 3 sources · Updated · Verified
XDOF $1.2B Series B Talks: 8VC Lead, Amount Unknown
TechCrunch, citing several people, said XDOF is in late-stage Series B talks at about $1.2 billion led by 8VC. Check size, pre vs post, and close were not disclosed. XDOF and 8VC did not comment. Last company print: $70 million in June from Thrive, a16z, Spark, Lux, and WndrCo.
Editorial team
XDOF is being priced at about $1.2 billion — TechCrunch, September 4, 2026, citing several people. 8VC is described as the lead. Check size, pre vs post, and whether a round closed were not disclosed. TechCrunch said the terms are not final. XDOF and 8VC did not comment. Last verified September 5, 2026.
Less than three months after a June $70 million stealth print, that is a talks mark, not a company close.
Five-minute decision
| If you need… | Verdict |
|---|---|
| What happened | Reported talks. ~$1.2B. 8VC as lead. Amount unknown. |
| Last confirmed raise | $70M, Jun 17, 2026. Thrive / a16z / Spark / Lux / WndrCo. No valuation then. |
| ARR | Approaching $50M — TC sources, Sep 4. Not a filing. |
| Whether to diligence | Yes, if you underwrite robot-data supply. No, if you need a signed term sheet. |
Investigate further when: you can get the check, pre vs post, and a close.
Wait or pass when: you need named customers or audited revenue.
What is actually known
| Field | Detail |
|---|---|
| Company | XDOF (xdof.ai) — teleoperation + egocentric data for robot foundation models. Pronounced “ecks-doff.” |
| Founded | October 2024. Philipp Wu (CEO), Fred Shentu (CTO), Nemo Jin (COO). UC Berkeley / GELLO lineage (June TC). |
| New mark | ~$1.2B · Sep 4, 2026 · TechCrunch, several people. Talks. |
| Lead / size / close | 8VC described as lead. Size unknown. Not final. Company silent. |
| June print | $70M. Thrive, Spark, a16z, Lux, WndrCo. Cooley called it Series A. |
| June traction (company to TC) | ~60 staff. 20 customers, including unnamed frontier labs. |
| Dataset | ABC / ABC-130K with Berkeley AI Research — 130,000 trajectories (June TC / SiliconANGLE). |
| Directory funds | 8VC, Thrive, a16z, Spark, Lux. No /fund/ for WndrCo. |
XDOF vs AfterQuery — two data-supply clocks
| XDOF (this print) | AfterQuery | |
|---|---|---|
| Job | Physical teleop / wearable data for robots | Expert reasoning data for labs |
| New mark | $1.2B talks | $3.2B reported |
| Amount | Unknown | Unknown |
| Last company print | $70M, June | $30M at $300M, April |
| Confirmation | Press; company silent | Press; company silent |
| YC | No | W25 |
Do not write that XDOF “raised $1.2 billion.” Do not mash it into Lyte (perception silicon) or Human Archive (India gig collection). Adjacent, not the same company.
Worked numbers (indicative)
- Setup: June $70M with no published mark.
- Move: September press $1.2B with sources saying ARR approaching $50M.
- Punch: $1.2B on $50M is 24×. If the $50M is aspirational, the multiple is junk. Dilution cannot be computed without the check and pre/post.
What remains undisclosed
The check, pre vs post, close vs talks, named customers, and whether $50M ARR is booked revenue are all missing from the September story. Do not invent a closed Series B, file WndrCo as /fund/wndrco, or treat “Scale AI for robots” as a metric. Related: XDOF · 8VC · September 4–5 tape.
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Editorial note: AI tools assisted with research, structure, or drafting. Venture Capital Tracker retains human editorial responsibility for factual accuracy, relevance, and source quality before publication.
