-49%

est. 2Y upside i

AI & MLSeries A

OpenMind is building a universal, cross-embodied operating system layer for intelligent machines. We believe robots shouldn’t just move - they should understand. Our operating system, OM1, helps machines perceive, adapt, and respond to the complexity of human environments. Whether it’s a humanoid in a care facility or a mobile robot in a warehouse, OM1 makes it possible for machines to act with context and collaborate across use cases.

Rank

#474

Sector

Robotics AI Infrastructure

Est. Liquidity

~4Y

Data Quality

Data: Low

OpenMind operates in a massive and rapidly growing Robotics AI market with a compelling vision to build a foundational, open-source operating system and decentralized network.

Last updated: March 10, 2026

Bull (27%)+400%

OpenMind's OM1 becomes the dominant open-source operating system for intelligent robots, achieving widespread adoption across diverse hardware platforms and fostering a robust developer ecosystem. The FABRIC network, powered by the ROBO token, facilitates seamless robot collaboration and a thriving 'machine economy.' This leads to a valuation of approximately $2.3B (5x current proxy) within two years, driven by strong enterprise partnerships and significant network activity.

Base (38%)+100%

OpenMind successfully establishes OM1 and FABRIC as a leading, albeit not dominant, platform in the robotics AI infrastructure market. It secures key partnerships and sees steady adoption, particularly in niche segments where its open-source and decentralized approach provides a competitive edge. The company's valuation reaches approximately $918M (2x current proxy) as it demonstrates consistent revenue growth from enterprise support and network fees.

Bear (35%)-80%

Dominant incumbents like NVIDIA, Google, or AWS launch more aggressive and widely adopted competing platforms, or existing open-source solutions like ROS prove too entrenched. OpenMind struggles to gain significant market share, facing challenges in monetization and developer adoption. This results in a down round or a significantly reduced valuation of approximately $92M (an 80% decrease from current proxy), severely impacting common stock value due to liquidation preferences.

Est. time to liquidity~4.0 years

Preference Stack Risk

low

Investors hold $20M in liquidation preferences. In an exit at or below the current estimated valuation of $459M, common stock holders would be behind this $20M.

Dilution Risk

high

Expect 2-3 more funding rounds over the next 2-4 years, leading to significant dilution for early common stock holders.

Secondary Liquidity

none

No active secondary market for OpenMind equity; the ROBO token provides network liquidity but not direct equity liquidity.

Questions to Ask at the Interview

Strategic questions based on OpenMind's data — designed to show you've done your homework.

  • 1

    “Given the significant investments by Google, NVIDIA, and Amazon in robotics AI, how does OpenMind plan to maintain its competitive moat and differentiate OM1 and FABRIC from these well-resourced incumbents?”

  • 2

    “With the ROBO token live and a fully diluted market cap of nearly $460M, how does OpenMind plan to translate network adoption and token value into sustainable revenue growth for the company's equity holders?”

  • 3

    “Considering the Series A funding and the current stage of development, what is the anticipated timeline for a liquidity event for equity holders, and how does the company plan to manage potential dilution from future funding rounds?”

Community

Valuation Sentiment

Our model estimates -49% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.