Three Amazon veterans filed a Form D for a $1.5M SAFE on July 1, 2026 — $785K sold to eight investors, $715K still open — with a16z Speedrun leading and a fall demo day as the next fundraise trigger.

Three Amazon veterans filed a Form D with the SEC on July 1, 2026 for Primitive Labs AI Inc. — a $1.5 million SAFE under Rule 506(b), with $785,000 already sold to eight investors and $715,000 still open. Accession: 0002142659-26-000001.

The round is led by a16z Speedrun, the Andreessen Horowitz accelerator now on its seventh cohort (SR007). CEO Rohit Talluri confirmed the backing on LinkedIn: "We are happy to announce that we are backed by a16z Speedrun." Co-founder and COO Gabriel Fong named the Speedrun team directly in his launch post, crediting general manager and partner Joshua Lu. Angels include Josh Constine via Unexpected Investments, AI executive David Luan, Harsh Patel, and Artur Kiulian; smaller funds Olive Tree Capital and Cloverfield Fund also participated, per PitchBook and the founders' LinkedIn posts.

The Speedrun program invests up to $1 million per company alongside $5 million in vendor credits, per TechCrunch, then runs founders through roughly four months to a demo day. The $785,000 already closed is consistent with a standard Speedrun check plus a modest angel stack; the $715,000 still outstanding suggests the founders left room for additional closes before fall. Talluri confirmed on LinkedIn that the company plans to raise its next round at the SR007 conclusion in September or October 2026.

Talluri, Fong, and co-founder and CTO Jean Farmer are all listed as executive officers and directors in the Form D, each giving 2261 Market Street, Suite 67217, San Francisco — a virtual office address in the Castro — as their address. An EDGAR metadata field listed the location as Sacramento; the Form D's own text places the company in San Francisco, consistent with GeekWire's launch coverage. The discrepancy appears to be a data-entry artifact in EDGAR's location field.

The company's stated pitch is a "behavior intelligence layer for the agentic era" targeting product teams who rely on customer behavior modeling, per the founders' launch posts and GeekWire. The Form D records no revenues. Whether Primitive Labs ships a product before the fall fundraise is the question the next round's investors will actually be answering.

What to watch: The SR007 demo day in September or October 2026 is the next disclosure milestone. The remaining $715,000 in the current SAFE may close before then. If the company announces a round size in Q4 that diverges from the July 1 filing baseline — in amount, timing, or lead — that gap is worth examining.