State of AI World - week of 2026-10-24

The map tracks $36.55T of market value across 196 companies. Like for like, the same companies are down 2.9% since 2026-08-03.

Movers

• Tenstorrent +130.2% ($2.693B → $6.2B)
• Legora +57.1% ($5.6B → $8.8B)
• Unitree +46.5% ($25.86B → $37.89B)
• Moore Threads +17.7% ($23.03B → $27.11B)
• Figma +14.7% ($11.45B → $13.13B)
• Boost Run -18.8% ($707M → $574M)
• Cerebras -12.9% ($30.22B → $26.33B)
• Lam Research -12.8% ($330.3B → $288B)
• KLA -12.1% ($216.3B → $190B)
• CoreWeave -11.7% ($33.86B → $29.91B)

New on the map

Flapping Airplanes, Meta MTIA, Town, Daytona, Eka Robotics - each passed the two gates: a sourced valuation ≥ $100M and at least one mappable relationship.

Relationships

27 edges added, including: OpenAI committed spend to Oracle, Meta acquired Meta MTIA, Samsung invested in Eka Robotics, NVIDIA invested in OpenAI, Amazon invested in OpenAI, OpenAI committed spend to CoreWeave.

Window: 2026-10-16 → 2026-10-24 · every figure links to a source on the map · by Han.