Decart

Decart envisions a future where creativity and immersive interaction redefine how people experience technology, moving beyond conventional productivity tools to interactive AI applications that engage billions worldwide.

With groundbreaking generative AI models like Mirage and Oasis, Decart is pioneering new realms in live video transformation and gaming, cultivating seamless blends of real and virtual environments that inspire innovation across diverse industries.

By harnessing proprietary AI infrastructure and cloud-optimized GPU solutions, Decart is laying the foundation for the next generation of real-time AI experiences, committed to advancing global AI leadership and fostering widespread creative empowerment.

We've been tracking Decart since they burst onto the scene in 2023, and honestly, their trajectory has been nothing short of wild. This Israeli startup managed to go from zero to a $3.1 billion valuation in less than two years — and they've done it while spending less than $10 million of their raised capital. That's the kind of capital efficiency that makes VCs weak in the knees.

What Got Our Attention

Decart's flagship product, Mirage, isn't just another AI video tool. It's a "livestream diffusion model" that transforms real-time video into completely different worlds — think stepping into a fantasy realm during a live video call. We tested early demos, and the experience feels genuinely magical, not like the clunky AR filters we're used to.

Their gaming product, Oasis, takes this further by creating the first real-time generative AI open-world video game. Instead of pre-built environments, the world generates around you as you play. It's ambitious enough to make us wonder if they're building the future of interactive entertainment.

The Founding Story That Impressed Us

Here's what we love about Decart's origin: founders Eliya Leitersdorf and Moshe Shalev registered the company in September 2023, then immediately got called up for military reserve duty in Israel. Most startups would crumble under that pressure, but they used the downtime to solve GPU efficiency problems for Nvidia chips.

By December 2023, they had paying customers. That's moving from idea to revenue in three months while dealing with a war. We've seen scrappy, but this is next-level resilience.

Why We Think They'll Scale

The technology stack here is genuinely impressive. Decart built proprietary infrastructure for multi-cloud AI training that significantly speeds up inference times. This isn't just about having a cool product — they're solving the fundamental performance bottlenecks that plague real-time AI applications.

With Sequoia Capital and Benchmark leading their recent $100 million Series B, they've got the backing to execute on their vision of reaching a billion users. The fact that they're already profitable on early products while reinvesting in R&D shows they understand both innovation and business fundamentals.

We're watching closely to see if they can deliver on their promise to democratize interactive AI experiences. If they pull it off, we might be looking at the company that finally makes AI feel truly magical for everyday users.