Decart went from zero to $3.1B valuation in 11 months by solving AI’s biggest cost problem: their GPU optimization stack makes real-time AI video generation 400x cheaper, dropping costs from $100/hour to $0.25. Founded by Israeli Unit 8200 veterans, Decart launched “Oasis”—an AI-generated Minecraft that attracted 1 million users in 3 days. But the real story: they’re already profitable from enterprise contracts while using less than $10M of their $153M raised. With Sequoia, Benchmark, and Zeev Ventures backing, Decart is building the infrastructure for real-time AI everything.
Quantified Impact: A gaming studio can create infinite, real-time generated worlds for the cost of a single artist, while enterprises can process video streams that would bankrupt them using traditional approaches.
Technology Architecture: The Efficiency Revolution
Why This Matters: Unit 8200 alumni built Waze, Check Point, and dozens of billion-dollar companies. They’re trained to do the impossible with minimal resources.
Decart cracked the code everyone else missed: instead of building bigger models or raising more money, they made AI video generation so efficient it’s actually profitable. By dropping costs 400x, they transformed real-time AI from science fiction to consumer product—and built a profitable business before spending 10% of their funding.
Key Insight: The AI industry is learning the wrong lesson from scaling laws. While everyone races to build bigger models requiring more compute, Decart proves the real opportunity is making existing models radically more efficient. Their $3.1B valuation in 11 months isn’t just about viral Minecraft videos—it’s about owning the infrastructure layer that makes real-time AI economically viable. When you can do for $0.25 what others charge $1,400 for, you don’t just win customers—you create entirely new markets.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
