Mirendil 2亿美元豪赌：自我改进AI能否实现科学发现自动化

做的是什么生意

A San Francisco AI lab building recursively self-improving models and domain-specific AI tools for scientific discovery, targeting fields like medicine, biology and materials science.

启动资金：$200M seed at ~$1B valuation (June 2026); a16z and Kleiner Perkins led, Nvidia participated

起因

Co-founders Behnam Neyshabur and Harsh Mehta met at Google in 2019, joined Anthropic together at the end of 2024 and resigned after the release of Claude Opus 4.5 in December 2025. They founded Mirendil — from the Elvish for 'friend of discovery' — to build AI that iteratively improves itself, betting that is the fastest path to accelerating scientific research. On 24 June 2026 the company announced a $200 million seed round at a $1 billion valuation, led by Andreessen Horowitz and Kleiner Perkins with Nvidia participating; the founding team also includes ex-xAI early member Shayan Salehian and MIT graduate Tara Rezaei.

经过

In August 2026 Mirendil signed a multiyear Google Cloud partnership worth upward of $100 million — roughly half its seed — for access to Google TPUs and Nvidia GPUs to train self-improving AI. Neyshabur told TechCrunch the ambition is an AI that can eventually take on the work of an entire frontier AI lab: scientists point it at a problem such as Alzheimer's disease and it keeps improving its own knowledge and performance.

可借鉴之处

当最大的实验室认为某种能力太危险而不出售时，初创公司可以凭借相反的观点筹集巨额资金——即同样的能力，在产品化并加以保护措施后，可以成为一门生意。