Robot Ventures led Nous Research's $90M round after months of diligence, says Tarun Chitra
AccBalanced · x · 2026-10-27
Gauntlet founder and Robot Ventures managing partner Tarun Chitra revealed on the Delphi Podcast that his firm just led a $90M round in Nous Research after 3-4 months of diligence spanning OpenRouter data and GitHub forks.
Key takes from the episode:
- Crypto's first AI run went wrong, but the crypto people who held on won
- He calls OpenClaw the worst developer experience he's used
- Hermes Agent is closer to Ubuntu than Android — an open base layer
- He found Chinese robot makers building on Hermes, and inference providers gaming cache pricing
- Market structure view: money flows to the top (harnesses) and the bottom (inference)
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