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Chronicles

The story behind the story

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Venice AI, which offers access to 200+ AI models while allowing users to retain their privacy, raised a $65M Series A led by Dragonfly at a $1B valuation

Concerns over the impact of AI chatbots on mental health, personal safety, harassment, and disinformation have forced AI developers …

TechCrunch Ram Iyer

Context & Ripple Effects

Venice AI sits in a cluster of AI infrastructure and access-layer companies attracting substantial funding: Fal.ai is focused on hosting multimodal models for developers, webAI on local-device models, and Protect AI on securing enterprise AI systems. The common thread is that value is accruing not only to model creators but also to the layers that determine how models are deployed, accessed, and governed.

The related coverage also frames privacy as a salient differentiator as developers face pressure over chatbot safety, harassment, disinformation, and personal impacts. Venice’s model-agnostic access approach makes that positioning consequential: it competes on the conditions of use around models, rather than on a single proprietary model alone.

First-order effects

  • The new funding gives Venice AI greater capacity to build and operate its privacy-oriented access layer across a large set of AI models, while Dragonfly becomes a major backer of that strategy.
  • Users seeking model access with stronger privacy controls gain a better-capitalized alternative to platforms whose product design may require more centralized handling of user activity.

Second-order effects

  • Other model-hosting and AI access platforms face added pressure to make privacy, data handling, and user controls more visible product differentiators, not merely compliance features.
  • The investment reinforces demand for adjacent infrastructure—local execution, secure AI applications, and model hosting—as customers weigh where prompts, outputs, and model interactions are processed.

Third-order effects

  • If privacy-preserving access becomes a durable buying criterion, the AI market may split further between centralized, tightly managed services and providers designed to minimize data retention or enable more local control.
  • Safety pressure could make the access layer a more important point of industry governance: platforms that aggregate many models may increasingly be judged on both privacy protections and how they handle harmful uses.

The trend: AI investment is broadening from foundation models toward the infrastructure and access layers that let users choose models while controlling privacy, security, and operational risk.

Discussion

  • @erikvoorhees Erik Voorhees on x
    Toward Unrestricted Intelligence: Venice Series A
  • @erikvoorhees Erik Voorhees on x
    VVV and Capital Measured by revenue, Venice has become the largest company at the intersection of AI and cryptoeconomics. Today, we announced Venice's first round of outside capital, a $65m Series A led by @dragonfly_xyz, valuing Venice's equity at $1 billion. Since we are
  • @nikshepsvn @nikshepsvn on x
    lot of people wanna understand if the venice raise is bullish or bearish for $vvv since it was an equity round. my read: bullish structure, execution-dependent outcome. the instruments are common. equity + token warrants are normal in crypto. what's uncommon is the sequencing.
  • @erikvoorhees Erik Voorhees on x
    This capital will be used to uphold the First and Fourth Amendments to the Constitution as they relate to mankind's interaction with AI. To those hearing about us for the first time, consider switching to an AI platform that doesn't demand control over you; that doesn't demand
  • @jon_charb Jon Charbonneau on x
    there is no defensible reason to continue with token/equity splits like this in 2026
  • @chainlinkgod Zach Rynes on x
    It's unfortunate that the token vs equity split issue still exists in 2026 When you sell/distribute both equity and tokens to investors, you create two competing set of stakeholders with unclear boundaries of value accrual It's hard to expert serious capital to allocate to
  • @theoneandomsy Omar on x
    Toward Unrestricted Intelligence: Venice Series A
  • @hosseeb Haseeb on x
    Toward Unrestricted Intelligence: Venice Series A
  • @sabrinaesaquino Sabrina on x
    Venice is officially a unicorn 🦄 Powerful AI should not require giving up your privacy. Really proud of this team. Back to work.
  • @jesseproudman Jesse Proudman on x
    Today, @askvenice announced a $65M Series A at a $1B valuation. We started this company in 2024 with a simple conviction: people deserve an AI platform that doesn't spy on them or decide what they're allowed to think. Our job was to build a private, unrestricted AI platform [imag…
  • @jonathankingvc @jonathankingvc on x
    Toward Unrestricted Intelligence: Venice Series A
  • @serpinxbt Serpin Taxt on x
    sort of reminds me when KRO raised $50m from a16z due to the success of Moonbirds and Proof, his onchain asset which had no ties to equity all holders just wanted equity... really don't know how to think about it; the dual “equity” structure is starting to get exhausting
  • @mikeippolito_ @mikeippolito_ on x
    I deeply respect Erik and what he has done for crypto, and I am rooting for Venice. But token equity splits like this aren't defensible in crypto anymore. I can't see why buying this token would work out any differently than the thousands that have come before it.
  • @austinbarack Austin Barack on x
    Venice is about to shift into hyper growth mode! Congrats to the @AskVenice team on this round! Couldn't be more excited to be a long term $VVV holder @RelayerCapital. There is no other consumer product at the intersection of crypto and AI finding the level of adoption and growth
  • @jesseproudman Jesse Proudman on x
    Venice is a mass market consumer AI company with a token. As the company succeeds in our mission to bring private and unrestricted access to machine intelligence, so too will base:0xacfe6019ed1a7dc6f7b508c02d1b04ec 88cc21bf.
  • @erikvoorhees Erik Voorhees on x
    The Series A investors received the following in return for the $65m in new capital: • 8.98% of the company • Vesting grant of 1.5m VVV • The right to buy 5m VVV in the next eight years. To exercise the right (token warrant, aka call option), investors must pay Venice an
  • @ksimback Kevin Simback on x
    Congrats to @ErikVoorhees @jesseproudman and the @AskVenice team on this raise! This demonstrates that a project can start off crypto-native with a token incentive mechanism to bootstrap the product and actually achieve pmf and unicorn status Let this be inspiration for others
  • @willyogo @willyogo on x
    Q: What does Venice's fundraise mean for Venice, VVV, and DIEM? A: 👇
  • @archetypevc @archetypevc on x
    Toward Unrestricted Intelligence: Venice Series A
  • @brian_armstrong Brian Armstrong on x
    Toward Unrestricted Intelligence: Venice Series A
  • @sjdedic Simon Dedic on x
    I turned very bullish on Venice when I realized it's one of the very few fundamentally solid decentralized AI projects out there. I turned very bearish on $VVV when I read equity. I don't want to accuse @ErikVoorhees of anything here. I see how this raise is strategically
  • Mike Katz Mike Katz on linkedin
    You may remember my warning to stop vibe lawyering on all the consumer AI products.  That warning bears repeating b/c something many don't realize …
  • Johanna Tseng Johanna Tseng on linkedin
    A couple months ago I joined Venice, and it's kicked off the most exciting chapter of my career.  —  Diving headfirst into AI …