buildConfirmed3 publishers GPT-Live-1 costs $0.05 a minute and passes slow requests to a backend model through a delegation event. One early customer reports deleting 23,000 lines of orchestration, about 80 percent of its voice codebase.
Perspective Coverage
3 publishers
- Builder
- Builder 51%
- Operator
- Operator 32%
- Investor
- Investor 17%
Reality
- Evidence55
- Adoption35
- Hype gap+20
- Incentives70
- Confidence60
EliseAI raised $350 million at a $4 billion valuation, double its Series E price last August, in a round co-led by Andreessen Horowitz and Bessemer. Landlords and clinics using it now deal with a vendor funded to automate more of their operations.
Perspective Coverage
3 publishers
- Builder
- Builder 22%
- Operator
- Operator 40%
- Investor
- Investor 38%
Reality
- Evidence55
- Adoption62
- Hype gap+25
- Incentives70
- Confidence60
Instinct's $1 billion Series C took about a third of the week's top-ten venture equity
Instinct, a year-old AI assistant maker, raised $1 billion at a $10 billion valuation, about 35% of the equity in the week's ten biggest U.S. rounds. With eight of the ten going to AI companies, the week's venture money sat in one sector and, to a large degree, in one round.
Reality
- Evidence55
- Adoption
- Not scored
- Hype gap+10
- Incentives30
- Confidence60
EliseAI raised $350 million at a $4 billion valuation, up from $2.2 billion 13 months earlier, with a16z and Bessemer co-leading again. On reported recurring revenue above $200 million, that is about 20 times sales, close to the multiple on its last round.
Perspective Coverage
10 publishers
- Builder
- Builder 22%
- Operator
- Operator 33%
- Investor
- Investor 45%
Reality
- Evidence60
- Adoption60
- Hype gap+10
- Incentives70
- Confidence65
EliseAI's mark moves from $2.2bn to $3.7bn on tenant texts and tour bookings
A reported $300mn round would reprice the apartment-leasing agent company at 1.7x last August's valuation. Nothing is signed, and everyone involved declined to comment.
Reality
- Evidence32
- Adoption38
- Hype gap+30
- Incentives72
- Confidence45
EliseAI's $3.7B markup prices the boring layer above its entire software market
A reported $300M round at 68% over August's price values a tenant-texting workflow tool at more than half the property management software market it sells into.
Reality
- Evidence28
- Adoption48
- Hype gap+34
- Incentives66
- Confidence41