World Labs
ConvictionContext
Freemium SaaS subscriptions for Marble (Free / $20 Standard / $35 Pro / $95 Max per month; commercial rights at Pro and above), with an emerging enterprise/partnership layer (Autodesk research-and-model-level collaboration, starting with entertainment use cases) and likely future API/licensing for robotics-simulation and 3D-content pipelines
Revenue
not disclosedMarble monetization began Nov 12, 2025 with paid tiers of $20-$95/moRev growth
not disclosedGross margin
not disclosedGPU inference costs for 3D generation imply structurally lower gross margin than classic SaaSOp margin
not disclosedpresumed deeply negative - research-lab stage funded by $1.23B of venture capitalCapex intensity
not disclosedcompute-heavy (training + inference), largely rented - Google Cloud is the primary compute provider under an Oct 2024 deal reported to be worth hundreds of millionsValuation
~$5.4B post-money reported for the Feb 2026 Series BForbes; Bloomberg reported ~$5B talks in Jan 2026; company declined to confirmValuation trail
$5.4B5.4× since Sep 2024
2 marks · Sep 2024–Feb 2026
private — no public price
Priced round
Both marks are press-reported, not company-confirmed - World Labs declined to confirm the Feb 2026 valuation. Trail shows a ~5x step-up in ~17 months on the world-model thesis rather than disclosed revenue.
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Full financial intelligence for World Labs
Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not investment advice — analyst work product for a qualified professional.· intel vintage 2026-07· sign in (free) for the analyst summary; Pro unlocks full intelligence