XDOF

Robotics · AI Infrastructure · Data

Funding

XDOF reportedly in talks for $1.2B Series B, months after stealth

Investors are betting the scarcity of real-world robot training data justifies a valuation near 24 times annualized revenue.

• XDOF is in late-stage talks to raise a Series B at roughly a $1.2 billion valuation led by 8VC, just under three months after emerging from stealth, according to people familiar with the deal cited by TechCrunch.
• XDOF builds teleoperation data pipelines, collection tools and annotation systems that let frontier AI labs and robotics firms train general-purpose robots, functioning as an outsourced data-supply chain for the industry.
• The talks follow a $70 million Series A closed in June 2026 with Thrive Capital, Andreessen Horowitz, Lux Capital and Spark Capital; XDOF hadn't planned to raise again so soon.
• XDOF's annualized revenue is approaching $50 million, implying roughly a 24x multiple at the reported $1.2 billion valuation.
• Co-founders Philipp Wu and Fred Shentu built GELLO, a low-cost teleoperation rig for remotely controlling robotic arms, after Wu's PhD research stalled for lack of large-scale real-world data.
• Physical robots have no internet-scale corpus the way language models did, so investors are racing to fund the data-supply layer they see as the true bottleneck for embodied AI.