Mirendil In Talks To Raise At $5B, Up 5x In A Quarter logo

Mirendil In Talks To Raise At $5B, Up 5x In A Quarter

Mirendil, the self-improving-AI startup founded by two ex-Anthropic researchers three months ago, is reportedly in talks with Kleiner Perkins and Andreessen Horowitz to raise up to $1 billion at a $5 billion valuation.

By the Numbers

$5B (in talks)
Reported valuation
Up to $1B
Possible raise
$1B, 3 months ago
Prior valuation
Dec 2025
Founded
TC
By the Funding Desk
Edited by Trace Cohen · Early-stage VC & angel · Founder, New York Venture Partners
2 min read
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THE RUNDOWN

1

If it closes, a jump from a $1 billion seed valuation to a reported $5 billion just three months later would be one of the fastest valuation escalations of the 2026 AI cycle, on a company with no disclosed product revenue yet.

2

Kleiner Perkins and Andreessen Horowitz, the same two firms that led December's $200 million seed alongside Nvidia, are reportedly the ones now discussing the markup -- existing investors pricing their own position rather than a new outside investor setting the mark.

3

Founders Behnam Neyshabur and Harsh Mehta both left Anthropic's research organization within the past year to build Mirendil, part of a broader pattern of senior frontier-lab researchers spinning out to build AI-for-AI-research tools independently.

4

Nothing has closed -- the talks are ongoing and valuations negotiated at this stage can still move before signing, so the $5 billion figure is a reported target, not a confirmed term.

TC

The VC Read · Trace's Take

Trace Cohen

A 5x markup on a three-month-old seed round, led by the SAME two firms that priced the seed, is the number I'd push back on hardest in this whole issue -- that's not new-money price discovery, that's existing investors marking their own book before the ink on the seed is dry. The diligence item: ask what specific product or revenue milestone happened in 90 days to justify 5x, because "the founders are ex-Anthropic and the category is hot" is a story, not a metric.

Analysis

Mirendil is in talks to raise new funding at a $5 billion valuation, with Kleiner Perkins in talks to lead and Andreessen Horowitz also in discussions to participate in a round that could bring in up to $1 billion in new capital, according to Bloomberg. Nothing has closed, and the reported terms could still change before signing.

Two Anthropic Alumni, One Quarter

Mirendil was founded in December 2025 by Behnam Neyshabur, who previously co-led Anthropic's scientific AI reasoning team, and Harsh Mehta, a former senior research scientist at Anthropic. The company is building AI meant to accelerate AI research itself, aiming to let open-source developers and scientists develop their own specialized in-house models in fields like medicine and materials science, rather than depending on a general-purpose frontier lab for every use case.

Bloomberg's own reporting frames this explicitly as talks in progress, not a signed term sheet.

Three months ago, Kleiner Perkins and Andreessen Horowitz led a $200 million seed round for Mirendil at a $1 billion valuation, with Nvidia also participating, according to Tech Funding News. A five-fold valuation increase in a single quarter is an extreme outlier even by 2026's compressed AI fundraising timelines, where two-to-three-times markups on hot labs within a quarter have become common but a 5x jump remains rare.

A Crowded, Unproven Category

Mirendil sits in a crowded "AI for AI research" category alongside Sakana AI and Reflection AI, and competes indirectly with the internal automated-research efforts every major frontier lab -- OpenAI, Anthropic and Google DeepMind among them -- is already running for itself. Mirendil's pitch is doing this as an independent, model-agnostic vendor rather than a proprietary internal tool, a differentiated position but one that has not yet been tested against paying customers at scale.

The risk in these reported terms is straightforward: the deal has not yet closed, and a five-fold markup on a three-month-old seed round with no disclosed revenue or product metrics is a valuation built almost entirely on team pedigree and investor conviction rather than demonstrated commercial traction. Bloomberg's own reporting frames this explicitly as talks in progress, not a signed term sheet.

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Key Sources

2 sources

Reported by Bloomberg · Analysis by Value Add Pulse.

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