Ricursive Intelligence

ricursive.com

-52%

est. 2Y upside i

AI & MLSeries A

Ricursive Intelligence is a frontier AI Lab focused on building self-improving systems, starting with chip design. We are reinventing chip development and closing the loop between AI and the hardware that fuels it, recursively accelerating the path to artificial superintelligence.

Rank

#1389

Sector

AI / Semiconductor Design

Est. Liquidity

~5Y

Data Quality

Data: Low

Ricursive is the most speculative bet: $4B pre-revenue on team premium alone.

Last updated: March 21, 2026

Bull (20%)+400%

Autonomous chip design works. Hyperscaler adoption. Platform revenue at $500M+. $20B+.

Base (35%)+60%

First tape-outs succeed. $50-100M rev by 2029. Acquired at 10-15x.

Bear (45%)-70%

Synopsys/Cadence integrate AI; long cycles prevent adoption. Pre-revenue stalls.

Est. time to liquidity~5.0 years

Preference Stack Risk

moderate

Funding Intensity

8%

$335M raised on $4B = 8.4% intensity. Clean at this val.

Dilution Risk

high

Pre-revenue; many more rounds before monetization.

Secondary Liquidity

none

4-month-old company; no secondary.

Questions to Ask at the Interview

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

  • 1

    First tape-out timeline?

  • 2

    Hyperscaler design win pipeline?

  • 3

    Competitive moat vs Synopsys AgentEngineer?

Community

Valuation Sentiment

Our model estimates -52% upside. What do you think?

Anonymous. Do not share material non-public information.


Community Discussion

Comments are reviewed before they appear publicly.

0/2000

Loading comments...

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