Indicators / series
evidence.neolab_capital_intensity.context.pt
Source: The Thesis by Leonis (Leonis Capital) · Substack; figures quoted with attribution · CSV
Leonis Capital, The Thesis
| id | text | grade | as of date | published date | tier | audited vs reported | extraction method | review status | retrieved at | http status | content hash | supersedes id | url | flags |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2ed017110d74e651 | Leonis Capital counts $94.3B raised by 119 neolabs since 2024, of which 16 disclose any revenue: money raised and a lab count, but no revenue denominator. | grade B, evidence tier 6 | 2026-09-02 | 2026-09-02 | 6 | reported | manual | approved | 2026-09-11 12:13 | 200 | 6cdcb88fe43f | — | source page |
Raw snippets and dispute text
- 2ed017110d74e651 Since 2024, investors have put $94.3 billion into 119 AI research labs. Most are pre-revenue and some are pre-product, by design. Only 16 disclose any revenue at all.