Executive Summary


  • Company Name: Decart
  • URL: https://about.decart.ai/
  • Description: Decart is a vertically integrated AI research lab developing real-time generative AI models to create new interactive consumer experiences.
  • Key Business Metrics:
      • Total Funding: $153 million
      • Latest Valuation: $3.1 billion (as of August 2025)
      • Employee Count: 43
  • Primary Value Proposition: Decart provides a platform that significantly improves the training and inference speeds of large generative AI models, enabling the creation of real-time, interactive, and immersive experiences at a fraction of the cost of competitors.

Company Overview


Business Model: Decart has a dual revenue stream model. They license their GPU optimization stack to cloud providers and AI labs, generating immediate revenue. Their long-term strategy is to build a suite of consumer-facing applications on top of their proprietary real-time video models (Mirage and Oasis), accessible via an API.

Target Market: The company targets both enterprise clients (cloud providers, AI labs) and, in the long term, the mass consumer market, with a focus on gaming, entertainment, and creative applications.

Product/Service Portfolio:

    • GPU Optimization Stack: A platform that accelerates the performance of AI models.
    • Mirage: A real-time AI video-to-video model.
    • Oasis: A real-time generative AI open-world model.
    • Sidekick: A real-time AI talk-to-video experience.

Geographic Presence: Headquartered in San Francisco, with a significant presence in Tel Aviv, Israel.

Leadership Team (Founders)

Dean Leitersdorf (Co-Founder & CEO): A highly accomplished academic with a Ph.D. in Computer Science from the Technion - Israel Institute of Technology at the age of 23. He has a strong background in distributed computing and GPU optimization.

Moshe Shalev (Co-Founder & CPO): A veteran of the Israeli Defense Forces' elite 8200 intelligence unit, where he managed large-scale AI infrastructure. He brings deep experience in product strategy and architectural design.

Team Composition: The team comprises top-tier researchers and engineers, many of whom have backgrounds in elite military intelligence units and leading academic institutions.

Competitive Landscape

Direct Competitors:

  • Runway: A well-funded player in the space, having raised $308 million in 2025. They are known for their Gen-4 model and are considered a leader in the field.
  • Synthesia: A London-based company that has raised $180 million and is a significant competitor in the market.
  • InVideo: A provider of AI-powered video creation tools that has raised $52.5 million.
  • Lightricks: A photo and video editing application provider with a strong market presence.

Market Positioning: Decart positions itself as a vertically integrated AI research lab with a unique advantage in real-time video generation and cost efficiency. They aim to compete with major AI labs like OpenAI and Google by focusing on interactive consumer experiences.

Competitive Advantages: Vertical Integration: Decart develops its entire stack, from low-level GPU optimization to consumer-facing applications, giving them a significant performance and cost advantage.

Key Market Dynamics and Trends


The market is currently experiencing a significant surge in investment, with over $500 million raised in 2025 alone. This influx of capital is fueling an "arms race" among startups and established players to develop more sophisticated and accessible AI video generation tools. The primary trend is the democratization of video creation, enabling individuals and enterprises to produce high-quality video content quickly and cost-effectively.

Total Addressable Market (TAM) Indicators:
The global AI video generator market was valued at approximately $600 million in 2023 and is projected to reach $9.3 billion by 2033, with a compound annual growth rate (CAGR) of over 30%. This indicates a massive and expanding market opportunity.

Recent Developments & Insights

  • Latest Funding: Raised $100 million in a Series B round in August 2025, reaching a $3.1 billion valuation.
  • Product Launches: Launched the MirageLSD model, the second in their real-time video series, and the Oasis demo, which went viral.
  • Industry Recognition: Named Israel’s Most Promising Startup of 2025 by Calcalist and recognized on the CB Insights AI 100 list.

Key Insights

  • The company's core strength lies in its deep technical expertise and vertical integration, which allows for rapid innovation and significant cost advantages.
  • The focus on real-time, interactive AI experiences is a key differentiator in a crowded market.
  • The consumer-facing applications have the potential for massive user adoption and network effects.
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