Side-by-side comparison of AI visibility scores, market position, and capabilities
Fei-Fei Li's spatial AI startup raised $1B in Feb 2026 (investors: AMD, Autodesk, NVIDIA); launched Marble generative world model; total funding ~$1.2B
World Labs is a spatial AI company founded in 2024 by Fei-Fei Li, the Stanford AI professor widely credited with creating ImageNet and advancing the deep learning revolution in computer vision. The company is building AI systems that understand, generate, and reason about three-dimensional physical spaces — a capability that sits at the foundation of robotics, augmented reality, autonomous vehicles, and spatial computing applications. World Labs' mission is to give AI a spatial understanding of the world comparable to how humans perceive and navigate physical environments.\n\nWorld Labs launched its first product, Marble, a generative world model capable of creating coherent, navigable 3D environments from images and text prompts. Marble represents a foundational capability for applications that require AI-generated spatial content at scale — from game world generation and architectural visualization to training data for robotics and autonomous systems. The company's research combines advances in neural radiance fields (NeRF), 3D Gaussian splatting, and large-scale generative modeling to produce spatial content with physical consistency and visual fidelity.\n\nWorld Labs raised $1B in February 2026 in a round backed by AMD, Autodesk, and NVIDIA — a strategic investor syndicate that signals the hardware and enterprise software industries' recognition that spatial AI is a foundational technology. Total funding reached approximately $1.2B, making World Labs one of the best-capitalized AI research companies in the spatial computing domain. The involvement of NVIDIA and AMD as investors reflects the enormous compute requirements of training 3D world models and the strategic importance of spatial AI to the broader semiconductor industry.
CrowdStrike (CRWD) reported $3.95B ARR in FY2025 (ended Jan). Revenue $3.74B, up 29% YoY. Market cap ~$85B. 8,600+ employees. Austin, TX. AI-native cybersecurity platform. Charlotte AI for threat detection.
CrowdStrike is an AI-native cybersecurity company founded in 2011 by George Kurtz, Dmitri Alperovitch, and Gregg Marston and headquartered in Austin, Texas, that built the endpoint detection and response (EDR) category and has since expanded into the broadest cloud-native cybersecurity platform in the industry. The company was founded on the insight that traditional antivirus software — signature-based, retrospective, and endpoint-isolated — could not keep pace with sophisticated adversaries operating at machine speed. CrowdStrike's founding architecture, the Falcon platform, was designed cloud-native from day one: a single lightweight agent on the endpoint feeding a cloud-based AI that learns from trillions of security events across every customer simultaneously. The company trades on Nasdaq under the ticker CRWD.\n\nThe CrowdStrike Falcon platform consolidates more than 28 security modules across endpoint security, identity threat protection, cloud security, next-gen SIEM and log management, threat intelligence, and managed detection and response — all delivered through a single agent and unified console. The AI at the platform's core, Charlotte AI, provides conversational security operations, automated investigation, and AI-generated threat summaries that reduce analyst workload. CrowdStrike's threat intelligence team, Adversary Intelligence, tracks and names nation-state and criminal threat actors globally, giving customers predictive insight into campaigns before they hit their environments.\n\nCrowdStrike reported $3.95 billion in annual recurring revenue (ARR) for FY2025 and total revenue of $3.74 billion, up 29% year over year, with a market capitalization of approximately $85 billion. The company has 8,600+ employees and counts a substantial share of the Fortune 500 and global governments as customers. Despite the July 2024 sensor update incident that caused a significant IT outage affecting millions of Windows systems globally, CrowdStrike's customer retention remained strong — a testament to the platform's depth of integration and the switching costs built into its consolidated architecture.
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