Rankings/Periodic Labs
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Periodic Labs

NativePrivateUpdated November 3, 2026

AI-for-science/materials-discovery, ex-OpenAI researchers

CEO
Liam Fedus
Founded
2025
HQ
Menlo Park, United States
Total Funding
$1.1B
Employees
51-200
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Research Tools
43.3Bluescore
Momentum—
Market MapLocked
Rank change (7d)6

Products & Offerings

AI Scientist Platform

A closed-loop system in which frontier AI models generate hypotheses, run simulations and design experiments, then learn from the results.

PlatformEnterpriseEmerging2025

Autonomous Materials Lab

A high-throughput robotic lab, starting with powder synthesis, that makes and characterizes materials to produce proprietary experimental data.

InfrastructureResearchCore Platform2025

Custom R&D Agents

Custom-built agents and mid-trained models that automate simulations and analyze customers' in-house experimental data, for example on semiconductor heat dissipation.

EnterpriseEnterpriseEmerging2025

Executive Summary

What they do

  • Builds AI scientists paired with autonomous robotic labs for physical sciences research
  • Combines frontier LLMs, physics simulations and in-house experiments in closed-loop discovery
  • Runs custom R&D engagements with semiconductor, space and defense customers

Why it matters

  • Founders co-created ChatGPT and DeepMind's GNoME materials discovery work
  • Lab-generated experimental data could be a training asset competitors lack
  • $300M seed led by a16z; reportedly raising at roughly $7B

Best fit

  • Semiconductor makers tackling heat dissipation and advanced materials problems
  • Aerospace and defense R&D groups seeking AI-accelerated materials discovery
  • Corporate R&D leaders open to deep, co-development research partnerships

Watch-outs

  • No self-serve software product; engagements are bespoke research partnerships
  • Main goal of a high-temperature superconductor remains scientifically unproven
  • Very young company with few publicly named customers or results

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Analyst VerdictMonitor

Periodic Labs has one of the strongest teams and funding positions in AI for science, and a16z says it already works with semiconductor, space and defense customers. Still, it is a research organization less than 18 months old, with no packaged product and few public results, so it is not ready for routine enterprise procurement. Materials and semiconductor R&D leaders should hold exploratory partnership talks and track its progress against Lila Sciences, CuspAI, Orbital Materials and others before committing budget.

Signal Provenance

Latest observation date and source for each signal category

Signal CategoryLast UpdatedSource
Funding Signals
Last funding round, Funding stage
Nov 1, 2026Montclare research agents
Hiring Velocity
Headcount, Headcount growth
Nov 3, 2026Montclare research agents
Technical Output
Research papers, GitHub activity
Oct 29, 2026Montclare research agents
News Sentiment
News mentions, News sentiment
Nov 3, 2026Montclare research agents
Partnership Signals
Enterprise partnerships, Distribution partners
Nov 3, 2026Montclare research agents
Revenue Indicators
ARR estimate, Revenue growth
Nov 3, 2026Montclare research agents
Leadership Signals
CEO tenure, Founder-led
Nov 3, 2026Montclare research agents
Competitive Position
Category rank, Market share
Oct 9, 2026Montclare research agents

Why this Bluescore?

6 dimensions, each scored 0–10 against all — companies. Each adds its weight × score to the Bluescore — see methodology

D1 · Business Model & Revenue (21%)
4.3
+9.0 of 21 pts · 43th pct
D2 · Product Depth (21%)
4.3
+9.0 of 21 pts · 41th pct
D3 · Data & Model Moat (19%)
3.4
+6.4 of 19 pts · 2th pct
D4 · Talent & Research (16%)
4.4
+7.0 of 16 pts · 58th pct
D5 · Customer Adoption (13%)
4.1
+5.3 of 13 pts · 7th pct
D6 · Investment Momentum (10%)
6.5
+6.5 of 10 pts · Top 17%

Risks

No packaged product; value depends on bespoke engagements and in-house research
High
Ambitious discovery goals like superconductors may take years to pay off
Medium
Valuation of roughly $7B raises pressure to shift strategy toward commercialization
Medium
Ownership of IP and data from co-development deals needs careful contracting
Medium
Crowded, well-funded field including Lila Sciences, DeepMind and Microsoft MatterGen
Low
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