Their mistake has led to a very large failure that many hackers have never even dreamed.
I see that human factor is important. And to collect, as a competent team, who can work with each other, it takes a minimum of a year.
$150 million, $800,50 million, estimate, February, twenty-fourth year. Medical treatment and analysis. That's a very nice subject, by the way. Hello, everybody! We're on ToTheMoon. We're going out once a week, Sunday. Technology sites, news from the world and from the Silicon Valley. Today, I think we have, uh, graduation, uh, Given that we are San Francisco, Dubai and Shanghai. Here, uh, everyone from the Silicon Valley, everything's gone. A very big theme is to watch the twenty-eight companies that invested more than 100 million dollars this year, uh, within, uh, artificial intelligence, AI.
What investments have been made, at least, on investments that are known.
Like Elnar said, "Sasha, this is where everyone writes the releases, uh, in the previous one, which we need to discuss, uh, that the vinda has fallen everywhere." Of course, Windows's down all over the world... I'd be honest with you, I don't think I'd know about him. Well, he didn't touch me once. Maybe because of Apple, uh, maybe, uh, maybe, uh, maybe, uh, something didn't match my meetings that day. I have this-- you're gonna have to say your comments on this, and I suggest you go on the twenty-eight launches. I have a story on this subject that many countries and many people don't understand, uh, what would happen if they had Windows. Here. I'm always talking about some blockage, so if you take out Windows, what's gonna happen? And there's just some kind of bang in the system, and now, uh, it's off the planes, flights, and all that-- just didn't turn off that we don't even know.
Yeah, there's fire, emergency services, 911, and so on. What they didn't write about.
Well, it's a word of it, I think it's just the end, uh, humanity and lu-- and company, and the government doesn't know at what time it's gonna happen. The guys didn't get the planes on this one, so maybe they didn't fly this day, but the planes didn't get up. I think I did.
There's a lot of jokes that's the AI-Practice era, right? That the programmers started using every code-generation service. Well, that's what we got. Suddenly, there's a ChatGPT that wrote a function, that function is stacked into the sale, that's all. And the kind of server around the world is up. Be careful using the services to generate the code. A lot of hackers might want to do this, but, uh, let's say, the laughter of this situation is that it was done by a company that specializes in cybersecurity, right?
That their mistake has led to a very large setback that many hackers have never dreamed.
Uh, so this year, at least for the first six months, six and a half, uh, invested, uh, in AI, uh, over $100 million in the twenty-eight starts. That's more than $35 billion. I want to go through these start-ups. Who gets so much money? Why would you want to talk about this? I think she's very interesting because the sum of the start-ups giving $100 million, $100 million more-- well, like they do, uh, says, uh, well, that's a lot of things. First of all, if someone makes a start-up, he has one, two, three million dollars, or someone wants to create and invest in this innovation, uh, million or even tens. It's unlike that, uh, what's going on, uh, if it's got more than 100 in the company. It's clear, start-ups, there's no NVIDIA or Apple, or Microsoft. Uh, although there's an Ilona Mask company, it's like it's in any case, right? Clearly, there are major start-ups that have been invested, including, there, NVIDIA and who's not there. As far as I can see, at least by curing, it seems that all the start-ups in the United States may have been someone from another country, but all of the United States. Uh, and, uh, mostly there's headquarters, well, their location is gonna be, uh, California. Uh, that's interesting and remarkable, twenty-six B2B launchers. That's 92%. And two B2C launchers. B2B is a start-up specializing in the provision of services and services to other companies. Well, if someone doesn't understand that. Twenty-six! Twenty-six. Uh, B2B, the money is giving someone who makes B2B. Although it is clear that the technologies to which they invest are then disseminated and built and made very much of it for the market, well, ordinary people, B2C, it is obvious.
Uh, there's-- I did a little analysis, I've identified the areas of activity that are, and I want to run, run very fast on all these start-ups, so you can shape, uh, at least, at least, I understand, I feel, where, where's the money? And, uh, probably a zone, a spot of attention, not just money, but that's where very smart people see future opportunities and prospects. Because, of course, to give more than $100 million, it's a lot of estimates, yes, estimates or hundreds of millions of dollars, or more than a billion dollars. Yet, people are sufficiently detailed to analyse and whether these companies will truly develop. And, uh, these companies probably have something serious. Not everyone. I think not everyone, but it's probably something serious. Uh, twenty-one percent is companies that are doing data analysis., and in general, artificial intelligence. I mean, it's a general theme, a purely artificial intelligence., 18% is five start-ups in health biotechnology. Five start-ups are an artificial intelligence infrastructure. They could be assigned to the first block in general, 18 per cent. Four start-ups are robotics and automation. It's really amazing for me that there are four wholes of a start-up there. Four start-ups are chip and hardware. You can, I think, in artificial intelligence, it's all a waste. One start-up is cybersecurity. Elnar, as you said, we should have done more cybersecurity startups., one start-up is financial technology, one start-up is music and creativity. The start-ups will be based on what, well, it's clear that this release will be seen by people at the end of July, and someone else, there in August or September, may be, uh, bu-boom or October 2024. I'm looking into it. Maybe it's 2030, and someone's thinking about remembering, uh, the ToTheMoon.
So the 16th issue, uh, 16th edition of our four, we're gonna be looking at, uh, the latest investments that we've at least known to date.
I'm still very interested in the future, and it seems like a promising story, even, you know, not so much of a, uh, data analysis, there, or some other business, but rather infrastructure, right? It's like, back to, uh, bike, that during the gold fever, there's a shovel to sell. The hygienics are infrastructure start-ups that either produce iron for AI or create infrastructure, seem to be a very interesting direction. And it's great that a lot of these start-ups you've been saying right now are in this area. And more importantly, it's called, uh, Yandex, well, that's his Dutch component, which is now Nebius Group, I think, if I'm not mistaken, they're also, uh, underneath the purpose, that's the story, infrastructure, yes, with access to computing facilities by various companies, to infrastructure with AI related. And they're positioned that they're not in the US, not in China, but in Europe, well, in Holland, apparently. And, uh, that third player is a powerful one, too. It's obvious that this is not a start-up, but this is the direction I think is really interesting. On the wave of all this intrusion in the I., on the huge money that's being invested, the provision of reliable infrastructure seems to be a very good business.
Yeah, nine start-ups are like that. Infrastructure and if the chips are still in there, yes. Oh, yeah. Yeah. So, uh, first start-up, at least investment, first, the closest we know.
Uh, investments made in July 2024. Uh, $130 million, uh, $700 million in the estimate. Hebbia's company must be reading that. I'm sorry, I can read some names wrong. It provides a platform for the search and analysis of large data and the analysis of documents. I mean, a company where, uh, they provide infrastructure to deal with a lot of, uh, data. I think it's an incredibly relevant subject to extract, structure, analyse data from various sources, there, some financial reports, market research, legal documents, and a lot of. All the other, yes, there are some books, statistical analysis. The subject is very serious and, as long as I'm out there, at least I'm-- I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I'm-I If you're trying to get a hand-to-hand look at the large volumes of documents, well, that's a problem. And, uh, there's a separate tool that does it. I think the subject is very cool and probably even the evaluation, and it looks, uh, perfectly reasonable. Uh, near, 50-100 people in the company work.
Yeah, I wanted to add details. So what Crunch reports is that 13 million revenue, that's a multiplier 54 from, uh-e-
Four from, uh, valuation to revenue. Ito is very-- it seems to me that it is a very fair indicator if the quality of their revenue is good. By quality, revenue means retention revenue. Iia Sach-- and again, uh, TechCrunch reports that they're basically selling asset managers, investment banners. It's one of the most, uh-oh, solvent groups, and it's one-- and, and, generally, well, let's say, the US financial platforms are getting really out of date. I mean, uh, there's more than a me upside here not warm-- no more-less upside-- unlimited. So, uh, if we're assessing something, uh, in-investors, I think that it's one of the most interesting companies, and I think it's one of the best investments on this list.
Yeah, and the subject is very alive. Well, I mean, this is the data analysis, I think it's business, yeah, uh, looks interesting and alive.
And here, I guess we should also, by the way, point out that they started in 2020. I mean, uh, and I'm not seeing a lot of companies, like, companies that have no-- that have a revenue retention, that's usually-- and that have a traction, real traction, that's usually companies that have started. I'll get to the Haip. I see that the human factor is important and that it takes a minimum of a year to gather a capable team that can work with each other. Even if the team goes from another place of work to start as friendly, work, uh, get first clients, start building a product, it still takes a year. I mean, I think it's right-- that this is still the basic rule for all the start-ups.
Oh, that's cool about the wow, uh, when the company started, because there are companies that started out in the 23rd year, that's what they were, in the 17th, 18th, yeah.
Great! Next, the second company is Skeld AI, yes. Robotics, uh, robotics, robotics. I understand it's technology, software, robot automation. Three hundred million dollars in July of the 24th year, with a $1 and a billion estimate. Oh, robots, I think it's a very complicated subject. You can even go on there, you can go on, you can go on, uh, because of the... Someone who's interested in this area probably throws money in there. There's definitely gonna be a crazy progress, uh, crazy progress in AI. And it's not gonna be the main providers, but there's gonna be additional companies that will use different models to create robots.
Yeah, I think now, that's a new company, 2000-- founded in 2023. I understand they don't have a big commercial traction, as far as I understand. Well, it's just a hardware thing, and I think it's a little expensive, so I think it's a little bit of a rating, so it's not a fact that she's under--- that she's backed by financial figures. I think that what is, as the main sponsor of this investment, I think it's actually NVIDIA. I think that for NVIDIA, it's like a big chance to keep raising them, uh, revenue is a success in robotics. That is, it can stimulate and generate the number of data collected and the number of models trained, the whole ecosystem, the Tamm, and the number of times the NVIDIA capitalization is increased accordingly.
I think, uh, because NVIDIA is one of the most expensive companies in the world, theo they are a mecker marker, and for them, the important new market they're trying to open is robotics.
In general, interest in this area, especially if we're talking about industrial robots, yes, and about NVIDIA, we also said they had an interest in it. Recently, it was news that Xiaomi seems to have been an ananced, a completely autonomous factory, you know, without, uh, living staff inside, and everything that's gonna be automated, up to one. A smartphone a second, if you take the speed of production, without a single employee inside this factory. So, in general, the direction seems interesting. And it seems that investors believe in this direction, too, that it will be possible, in fact, to use these robots in the future. I don't really believe in this, in the use of the house, in fact. Rather, it's a industrial story with production, automation and some other stuff. So that's why you might be looking at this side.
The third company is Bright, Machines. June of the 24th year. Investments - $106 million The evaluation, um, is not yet fully specified. Judging by the fact that the company employs 200, 300 employees. Robots. Robotia, automation, software automation and smart robots, and different solutions, to create fully automated production lines. In fact, what Eldar said.
They had a round of 179 million in 2018, 100 million in 2022, and now the last round is 106 million. There's no increase in the investment in the company. logic is that he should grow up because, well, venture companies, they either grow up or they get beer or they die. Here. Listen to these things, it's not very clear what's going on. So I may not be so much as a sum that tells me about not signalling a great success.
Yeah, just about BlackRock, to speak, it's very often private equity, they're just, uh, they're not acting out of the way to get into some kind of hip startup, but getting a good deal of things. I mean, A-a-a-a-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s-s
But hopefully, there's something else ahead of us., fourth company of June 24 - company AddJed or Chid, AddChid.ai.
Uh, investment of 120 million. Ahhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhh I've got, by the way, and I-- uh, they were given $45 million in an evaluation of 200. That's what they got $120 million. What's the score, uh, I don't know. They're making chips.
We, we were touching them. Yeah, it's a company that creates computers like, uh, well, who can automate-- well, not automate. Uh, the company that's building, uh, transformers computers, right? So there's a stitch inside the architecture right now, the most popular, uh, technology that AI has. And it's great that she showed up...
Yeah, Tanino's favorite word is transformers.
Yeah, I'll find out what it is.
I was just with her, we, uh, we met a week ago, and Nap went away. She says, "Well, you know, you should know what transformers are. Here. These are robots that drive. Here. It's not robots. I was joking about robots. Then a lot of people will think that--
That you're doing everything there, right?
Michael
Bay has nothing to do with his movies, yes.
EvolutionaryScale is a fifth company. From-- investment of $142 million. Investments in June. A-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-tech companies, to create new AI drugs and therapy. Here. Oh, so, uh, it's just a biota, health, uh, everything, yeah, a pharmaceutical. So they're working with various pharmaceutical companies to do different, a-n-n, different tests. Of course, the market, uh, um, health, it seems unbelievable... Well, it's incredible to use artificial intelligence and new technologies. And there's, of course, a lot of things to do. Uh, the market is a very complicated, uh, always gonna be dealing with, uh, lobbying, a huge number of people's interests. It's just an unbelievablely complicated market. But I'm sure there's a lot of changes in it over the next 20 years, but it's gonna take a really long time.
I recommend, that's, that's, that everyone remember the name of this company for a few reasons. First, they, uh-oh, go like, uh, they're one of the most successful, who's going, who's using, uh, a model, like a transformer architecture for a completely new dome. They, they, they, they, they, they, they know how to understand the structure of proteins and generate. And that their first model of 98 billion parameters is a very serious application, it's a serious application. So Mistral started with 7 billion. And as much as the Mistral models are generally not competitive, I guess you can say that. They went to the new field and started-- they started with this big model. Started a serious partnership with NVIDIA and Amazon. I think one of the most interesting uses of generative AI.
And there's results, uh, other companies, right? I mean, it's clear that there's some interesting results. The same Google DeepMind our Demis Hassanbis, Sir Demis Hassanbis, yes, we have learned that he has also received excellent results in the tri-dimensional turnover of protein and in the conduct of such in--e-e-e-e-e-e-e-s, experiments and search for different proteins that can meet some of the challenges. So the more companies go in there, uh, the ones I think we're all gonna get better from it. And it's great that investors don't buy and invest in this story.
Yeah.
They'll buy and invest in this story.
Yes, especially when the company was founded in 2023. Here, uh, New York based it, 2023. Here, uh, this is a very impressive round, and speed, the speed of change is impressive. I don't know what they did in a year.
Well, maybe they've brought some unique technology in there, because of course, well, seriously. Uh, next company Acasa. Acasa $120 million, June 2024. Uh, automate the cycle, um, health cycles, uh, simplifying any processes, costs. Mm-hmm, I don't really understand, uh, inside, what a sof, because it's so special, I think, helps health-care providers improve accuracy, speed of data processing, errors, Improve patient satisfaction, etc. Once again, in medicine, it's just, I think, a fantastic area for work. It is fun that two start-ups are invested in health in June of the 24th year and are quite large.
It's important to say that we found out about this in June, right? I mean, usually as news, they come out with a lagoum at two, at least three months. Ah, I wanted to celebrate. And with regard to health, it's very much expected because OpenAI, I understand, has an HIPAAA that is a suitable solution, even for the moment, I understand. That means that other providers-- as well as providers as generative AI solutions are required for the healthcare industry. Ia, of course, allows a number of companies to-- for-- for-- for-- for-- for-- for-- for-- for-- for-- for--- for--- for--- for--- for--- for--- for--- for---- for------- for--------------------------------------------------------------------------- for, uh, like, like, to, to--------------------------------------------------------------------------------------- And in the case of Acasa, I don't think there's anything, uh... I think it's not surprising, because a very large human factor in the mistreatment of information, quite complex financial flows. W-- this company is already in place in 2018. I understand they had a good business, and generative AI just super-- superchards these possibilities. And if-- and they're in a good position to do, uh, revolution in this area.
Yeah, and then, back to what you said, that OpenAI, Aicic and other companies still have no decisions in healthcare. A study was conducted, yes, which also showed that current companies working in this direction had not achieved proven results in this regard. That, conditionally, chat-bot can replace a doctor and, indeed, his recommendations will be proven not better but at least the same, yes, at the moment. So, in fact, companies are new, looking for different approaches, as would be possible, because the price of error is quite high, right? So, hallucinating your, uh-a-a, chat-bots medicine, it could be worth, uh, health problems, a-a-a-a-a-a-a-a-a-a-a-whoo, patient's ear, right? And in this sense, uh, finding new solutions that could solve these questions is a very useful story, too.
Uh, analyst, uh, analyzing, uh, various financial reports, websites. They have more, uh, data than 35,000. I've got company, it's written. Well, it's a news and a different data analysis. I wonder if they don't give these data anywhere. And that assessment, of course, is very serious and competitive, competition, everything with regard to news analysis, reports, like-- direct competition with big players, like, like, open-ended, right? Here. And, uh, but these companies, I think they're gonna be very serious, because I think everything else in the field is 100, 100, 100, that kind of company should be that big soft--- big-- Big source analysis operators, but it will not be possible without it. The company is not a m-- not as young as I understand, and it works very well. Uh, yeah, she's been since 2008. Well, I mean, the company's old, and it was there, and SoftVan- SoftBank Vision Fund, and Gold-Goldman Sachs. Well, that's a big company, according to the data. Ah, let's go. Uh, uh, this company might not be included. $6 billion in investment. But we show all companies that are more than $100 million, at least the data that are open to the market. It is clear that as much as it invests, there, China invests in some of its companies or government, that we do not see it. Uh, xAI, $6 billion, $24 billion. Well, we've talked about the xAI. Uh, let's see what's going on. Uh, and they're gonna have a lot of development. We'll talk about it in our output.
Well, here, it's probably important to say that Ilon has already bought more than one, you know, Twitter, which I understand Twitter is now inconclusive, and this HAI, onn, he's got capitalization. 24 billion that covers some of the prizes Mask has paid for Twitter.
I think he'll still pay a lot of money.
Yeah, it'll pay a lot of times. I mean, and-and I already bought it, in my opinion.
It's important today, again, for all those who look, for the audience.
Uh, get, uh, that's why we're considering this small part of the 24th year, there's six months, 28 companies. We don't say that it was in the 23rd year or that it was parallel to the large market. We're talking a lot about this so you can see it again.
A lot of questions are asked: what kind of start-ups do, what are the areas of investment, what will be developed, what technologies will come and where, yes? Here, uh, look at the areas that are present. Scale AI, uh, billions of dollars of investment in the 14 billion in May of the 24th year. big information analysis, huh? Uh, further to create algorithms, further to create machine-learning algorithms.
First, yes, the data marking remains their main market. They are, in fact, re-selling, human capital in the data-sized data that is located in developing countries, especially the Philippines. Iia is the company that is a partner of OpenAI and all the leading laboratories. Ah, they had a down round before and 2023, as I recall. Uh, uh, uh, uh, and compared to down round, I understand the evaluation now has grown by about two and a half times. And, but they're getting a huge revenue increase. And I think this company has the main question: can an--- can they provide more services, related to data-sized? And they are, but they're two-- they're moving in this direction. They're putting their model analysis benchmarks in. Ah, they're... they're starting to do synthetic data. A-they say they can provide extra bonus services when difficult data are to be detected, they can find experts.
Well, that's a very bright representative, uh, returning to the scapegoat story that makes scapulas during the gold fever. So they collect and sell further, the data that, you know,
everyone needs, in fact, all companies that work with I.
What's next? Ah, Suno, it's so readable here. Estimated $500 million, $125 million in May of the 24th year. The company is developing a platform for music creation with artificial intelligence., and the platform analyzes different trends, um, some preferences, creates a combination, there, all the v-- modern tastes, styles and musicians, producers, new tools for some kind of thing. creatives, experiments. And, uh, as they approach, that music is more accessible. I don't know what's going on, do I? Here, but, uh, and I'm curious about the launch of this rig on the subject, such big rounds, especially in the 24th year. So, in the 23rd year, there was a lot of investment. Uh, it's amazing that this big money is available in this area. I'm really surprised.
Yeah, I remember rightly that we were just discussing this start-up? And from Black IP Will.i.am is one of the, uh, investors, uh, who are involved in this company.
Oh, yeah? I'm a sub--- I'm already forgotten. Mm-hmm.
Some of the first episodes, I think.
Yeah, we talked about them. Yeah, they both were hacking at the same time. I understand they've been able to get, Suno and Udio, both of the companies have been able to get a lot of attention from the investor, because again, there's a lot of technological advances, a great virality of the two, two, two.
The company is going to the nose. Nooo is also se-- about a month.
It's been about a month ago, Warner Music, Sony Music, and U-U-Universal, too, uh, as-- they started to judge Suno and Udio. And something tells me that Suno and Udio won't handle it. After all, this industry, yes, here's the music industry, it's all built around, like intellectual property rights. It's like a key part of this industry. Ah, and these companies, they don't have a lot of numbers, I think Suno and Udio have no industrial partners, they don't have a strong business model. And there's a risk like they took off very quickly without having this strong explanation under their feet, the too is as strong as they-- as fast as they can and will blow up because they, uh-oh, We're going to compete with a very, uh-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-s-s-s-s-the-the-s-the-the-s-s-s-s-the-the-the-the-the-the-the-the-the-s-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-the-b-b-b-b-b-b-b- Yes, and Udio by- and Udio, founded in 2023. Udio is once less investment, at least by public data, right? According to public figures, they have a very low investment. It's gonna cost a lot of money. To get away from Warner, it's gonna cost a lot.
Only if someone really takes them, they buy them as a technology, right? Otherwise they'll-- they'll have big problems.
Yeah, I'll be right back. So Musical.ly had a billion dollar estimate and, b-boochs in 2000, I think 17 already, in 2017, it's been a 50-applied top in the United States, like, for as long as it's been. And they were able to get a visit from Warner Music, there's a revenue share model. It's been launched for at least five years. It was a slave-working company. They were finally bought by TikTok anyway.
I think Udio and Suno traction is not as much as Musical.ly. Even for Musical. it ended up exquisite.
Okay, let's go to the next three companies, joining them, quickly, uh, and going to an interesting subject. There's a Veka, CoreWeave, Blaze, uh, company with large investments, there's 140 million, 106 million, 1 billion, uh, that's what's been going on in the 'April-May 24. Uh, data-processing based on artificial intelligence, infrastructure, power, power, there, on the basis of GPU, there, computation, calculation, calculation.
So, this is the infrastructure theme... A, I want to go to the next Augment company. Uh, $227 million in April 24th year. He's developing an intellectual programming assistant who writes-- helps write the code. So my nephew came to visit me, and he went to, uh, high school in the last class in Poland. I'm gonna go to the kitchen and say, "Of course, now is so cool! So I registered, I have all the products that GitHub has free because I'm a student. I'm saying, "Look, Sasha, how does it help me inject and write fast with whole blocks. Of course, it's so convenient. Uh, and it's over. Here, uh, the subject is clearly alive. I don't know how many, how much is that competition now?
Yeah, that's a good question, actually. I mean, in Augment CTO, my closest friend, and that's totally different, probably a petty story. Well, it's probably a secret, s-- well, so to say, that's all-- that this company is based on ex-cons of Pure Storage. Pure Storage was incubated by Sutter Hill Venture. For 12 years, I think they've become a public company with a market cap over 15 billion. And now, as Sutter Hill Ventures incubated Augment by taking a top leader with Pure Storage, including their CEO. It's actually, well, from the sales experience at the Enterprise, nobody's sure there's a lot of teamwork with comparable experience in Generative AI. I mean, it's, uh, it's a very high level. Buto in this area is a big potential to exceed Copilot and technically, there is a great potential to add enterprise to function. But I understand that everyone, uh-a, companies in this field, including the Cognition we have to cover, do not really have a high-quality revenue. I mean, the pathterne is the same as that, uh, big inbound interest, there are some POC projects, but it's not yet scanned. That's what I hear in general... in this, in this coding industry. So there's still a gap between aldscal and perhaps not comfortable Copilot, there, from Microsoft, which may lose money and between all the others who don't have, a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-h-h, high-h-h-h-h-h-h-h-h-h-h-h-h-h-h-h-h-h-h-h-h-h-h-h-h-h-h-h-h-h-h-h,
high-h-h-h-h-h-h-
But the subject is definitely going to evolve, right? I mean, uh, I think that's all about Copilot, uh, and, uh, automatic code in the programming, the subject, the subject will be alive. I don't know if there's gonna be any kind of revolutionary, revolutionary adventure, sometime.
Well, it's really not clear yet, as it would be. Actually, that's not clear to me. I don't see any signal that something's going on. I mean, it's so high-level that you can make the code jealous better, but that's not the kind of mistake, is it? You can do better than the test. Well, whatever happened to CrowdStrike and Microsoft. You can write a code like you can do from scratch and do as a software engineer who shouldn't work in real time, who has the right to think, think for hours, but write something there, I don't know, 50-100. The line of the code for the day. You can do better, like a autocompliter. We can rethink the code analysts. I mean, uh, there's a lot more applications than what I said. But I didn't hear any company that, uh, would solve the problem at least a length-- and get a high--- a few million high-quality revenue. I didn't hear that. I mean, there's just a number of these programming tasks, then there's a series of like industry, roughly, and there's, like, a company of different sizes of y-- that's a lot of these-- that's obviously a lot of them-- that's, uh, that's pretty much, that's pretty much, that's pretty much, that's pretty much the kind of a lot of a thing. But I don't see anyone succeeding at least in solving one problem-- one of these problems for at least one group of clients. I mean, it's very strange for me. Although investments are a lot, of course.
The price of error, the price of hallucinations here, uh, the... I wanted to say first, but he's not as high as medicine, and then he remembers the story we had at the beginning with Windows, and it's not clear where I don't know where the price of hallucination can be more expensive, yes, actually, if it's so purely in money to be assessed. So I fully support what it doesn't understand is that there's still going to be here.
Specific solutions that would blow up the market are not yet visible.
Blaze's company is a little bit to celebrate. Interesting company, I've been working a little bit before that Blaze, they're doing this vertical system together with their chip for computer-related tasks. I'm curious, of course, who's gonna win because of the coo, uh, they're trying to do, uh, this vertical system, I'm sure for some industries where, uh-a-a, on-prem developed. I mean, for example, thiso av-- for example, it's a production-- it's a production, including automobile production. So it's a very common place to use as a solution. I mean, as a matter of fact, Mercedes, like the holdings, buys these irons, and these irons go along with the soft. I mean, it sounds like a super-aldscal, but it seems like a cho-o-o-o-o, it seems like a demand for that, too. So no one else does this in the industry, as I understand, because it's the most aldscal approach, but maybe they'll succeed. I'm just curious to see them.
Look, the theater, if you did something, if you did something, it's a chip or some soft iron, it's very live in business. Question: How is it guaranteed to do it...? Like, uh, maybe, if you're supposed to do it on the order. So this is a very difficult topic for... Let's see what's going on, yeah. Blaze just got me a name. Said he was, so we're on the move.
If, uh, I've got the right example of you with Computer Vision, we've got some extra time on the bench, so since the first release, it's been a news that Apple wanted to buy Darwin AI. It's just a company that allows computer Vision to assess, uh, the quality of chips, cells and so on. The direction is therefore also interesting in general, such quality control with the help of Computer Vision at the workplace, and demand in this direction is also present in large companies.
So we're going on. Uh, I'll, uh, because we've already had a lot of fields, um, talk, want to make some of the accents we haven't been through. Uh, it was Cognition, April 24, $175 million., the development, um, of different artificial intelligence solutions for different industries.
I'll miss her and I'll go to Cyra Therapeutics. Na--- I don't know, okay, crazy.
I don't know, okay, I didn't say a normal name, uh, name. Uh, billions of dollars of investment. Uh, technology is a way to speed up research, development, improves, there, accuracy, various medications. And health again. Uh, I remembered right away, uh... When I was talking about-- uh, when I read about this Cyra Therapeutics, uh, this girl who--
Living in your house?
Uh, yeah, uh, this girl who, yeah, made a start-up where she said she'd, uh, do a quick research. Well, in any case, I think medical research is very alive. Uh, but we've already been through it, we've already been through a lot. I want to show you that there's a lot of investment going in this area anyway, yeah.
I just want to mention that the choo in the Valley and among the people who deep down in this whole history, as I recall, has fallen significantly in demand for extreme sports and extreme time-transmission. Because it's gonna hurt to die and not to survive until something that's been invented is substantially... uh, extending your life, right? And that's why there's a certain interest in this side, especially in the Valley, in the people who do all this.
So it's not surprising that money is being invested.
Yeah. So, next. Uh, startup, uh, cybersecurity, cybersecurity. $300 million. The company, um, is not sure of the name, the reading of Cyera, is it? You'll see the name on the screen. Estimate $1.4 billion Cybersecurity, cybersecurity, uh, and AI in cybersecurity. The topic is clearly alive, as they-- as-- I don't-- I don't know how they're gonna compete with the vast existing operators, uh, and how they can enter this area at all, and how can that area be even.
Come in. Well, maybe a... maybe. Maybe it's some unit that's gonna do it, someone's gonna buy it from me. Celestial AI is establishing an optical inter-concerning device for data processing centres., $175 million. Uh, I don't know that at all. Uh, well, there's something, some shots always in the equipment, and they'll be.
I think we've been doing this in the middle of a-- we've already been covered. But when it comes to the dates centers, everyone only talks about the GPU. It's not a good-- it's a CUDA. That's what NVIDIA did to CUDA and GPU, but they did their own, a-a-a-a-a-a-ha, like, his type of cable, so as to be like an organ-- to connect these servers, like, into the big dot centers, I'm sure you can effectively start a model on a large number of, uh, servers, right? And Iia is actually here, too, some of the sub-propriet-- Google and NVIDIA have their own side decisions. That's what I've been facing. I've been in a rough, I don't know, 5 percent of what's going on in the generative AI. And I'm sure that much more of the pro-active solutions exist at different levels. And, uh, here, uh, there's gonna be, uh, d-d-d-d-d-d-d-d-d-d-d-d-d-d-d-d-d-d-d-d-d-d-d-d-d-n-n-m-m-m--m-m--- there's gonna be a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a- Cons-cons-consolidation. I mean, uh, I'm pretty sure that e--- there's gonna be a few more cloud players besides Google, Amazon and Microsoft. I mean, at least NVIDIA, at least Oracle, maybe CoreWeave, which we'll--- cover later today.
I'm gonna have to, they're probably gonna have to buy some company like, uh, Celestial AI.
We're the-- we're the 18 companies that have been through today, right? There's still 10 companies left. And, uh, because a part of the fields we've already been talking about, uh, there's more of the companies that are doing financial analysis. We have already said that, at least in the financial field, we are analysing data and making some projections and conclusions. There will be many developments in this area. It's Fundguard. Investments $100 million I'm going to go a little slowly, if you have an addendum, you say, right? There's a couple AI. Uh, the company provides a platform for generative AI modelling infrastructure. Uh, I guess things like that were going on. Investments $106 million Uh, I, uh, I'm a lot, so to be honest, uh, you hear, uh, there's a, uh, first players that are big in the generative AI, and then second, third, fourth, fifth layer of companies, big. Number. It is clear that these areas have been invested and will be invested. Uh, if there's any independent players coming from there, which we'll be, these companies, hear or not, we'll watch. Uh, there's Zephyr AI next. Artificial intelligence to improve the process of medicine and medicine. Uh, cool, of course, that health care, um, six months, is really a big deal. It's a big move. See how real this is going to be, because sometimes you watch, uh, you see what conclusions you're making on the test. Again, the findings of the analysis, I think, to date, er, completely in the blunt zone, are where they were, actually, in the whole stupidest zone. I still don't understand why no one will contact or issue, at least once again, some recommendations to the big health operators based on a large number of your own. Your own parameters, not just on the basis, where you're old, you're a man or a woman. Well, the doctors sometimes wonder what they're offering. Uh, Glean. Uh, a corporate search based on Spanish-intelligent intelligence helps to organize, find information in their data warehouses. 203 million dollars, 2 billion-2.4 billion investments is February of the 24th year. February seems to have been so far. So, uh, Figa is robots, robots development with AI, $675 million in investment. Uh, there's no question about robots, especially how Illianar said when you look at Xiaomi factories, you know that there's not $600 million, there's billion of dollars in these factories. And completely automated, without one person, of course. The phone is very serious for a second. Yaya had a lot of life in his, uh-e-e-e-e-e-e-e-e-e-season, and was first found in a large factory in Taiwan in 2006. And we made a pretty complex set of hardware software there. I was the manager, uh, the manager, uh, the manager, uh, the project manager, uh, the sophth project. And in general, then I think 80, there, or I don't know, 90 percent of this factory has already been working without people, and robots have been riding the ceiling, walls, floor, and there's something that's been moving between them. People performed such a purely camera function. It's just huge endless buildings that were there. Uh, and that's been almost 20 years, yeah. Taiwan made a very unbelievable impression. Uh, and it's just a country, a , a fabric country, yeah. What's going on here is hard to imagine. Uh, Average, uh, $150 million, $850 million in February of the 24th year. Medical treatment and analysis. That's a very nice subject, by the way. In general, I think that the subject of conversation analysis, uh, speech analysis, uh, conclusions from these conversations, from this speech, is a very live subject in different fields, uh, will be very progressing and moving forward. And I'm sure there will be vertically different speeches-- well, different decisions. B-- not only the big operators will deliver these decisions.
I mean, not only is this gonna be a ow, there, Google or Microsoft, or, uh, OpenAI, and so on.
It's interesting here, Sas, you and I have a common acquaintance who has a starttap, uh, in the same direction, but he, uh, has overshadowed some restrictions, right? I don't know how much it's worth calling a human company, and so on. But what are the limitations? When you work with living people and you, uh, go, and then you're decoding the conversations of a medic and patient, there's a huge number of legal obstacles that need to be treated and dealt with correctly, and, in fact, There, there, that's the rules. It is possible to do exactly the same, not for clinics, for people, but for veterinary clinics, where there are far fewer legal restrictions in this direction, and the need for this is as large. And that's when they set up a start-up that's gonna solve this story, but for veterinary clinics with a much smaller number of legal restrictions. It is therefore very interesting in this sense that the same technologies can be used flexibly and for different markets.
Of course, there's a different and so on the market, but it's much easier to go all this way if you look at the challenge a little differently.
Yeah, the subject is very, uh, very, very, very, very alive. Funny that it's not just here on our list half of the companies, it's still companies that do some big deal, analyze, not the end of the decision. That's all about analysis, for example, of calls, that's a specific, understandable, sufficiently precise application. It can be implemented in just a large number of areas, industries, areas. Well, it's so serious, well, it's a big deal. And the analysis-- I'm doing a lot of work now, uh, these months of analysis, uh, various a-a-audio recordings. It's not so easy to compare things, make some conclusions, put, uh-
Some conclusions to put, uh, uh, well, to do this analyst, statistic, and all that. Uh, so that we don't get a lot of prom, uh, that goes on with the companies that we're, like, once more in the fields we've been going through, and, uh, including, there's a company, like Magic. Uh, this is February of the 24th year, $117 million. Startap, which helps programmers analyse their code, uh, when they're developed. Oh, by the way, I wonder what, uh, I remember a year ago, uh, I think autumn... No, not in the fall, I must have seen, uh, Y Combinator, there, all of them, there, 215 or 230 companies, when they were drinking. And I had-- I got this statistic, so I could get it up. I remember how I had this clear conclusion when there were very many companies in AI that do something for the developers and the software. Although this list is one of 28 companies that's purely for developers and programmers, a few companies are doing it. There was almost half of that release. Uh, well, uh, a comrade company that made the first investments over $100 million this year, Kore AI or Kore, I don't know how-- Kore will read, right? Because it's not Ko reading, I guess, uh, through K. $150 million in January of the 24th year. Uh, company, uh, improves chat-bot interaction, a-a-a-a-a-a-a-a-a-a-a-a-a-a-I-based.
I'm just wondering what we have on the 16th issue, and we're already, uh, at least one third of the company's, I think, in our classrooms today. The same Magic AI, here, Sasha Mashravov, you mentioned it just when we were talking about DevIn about other ways of generating a code, that there are companies that are basically a little different in the approaches, to the way. The way they're generating the code, how they're built and so on. And before that, both Atchat and Udio, Suno and others. I'm really glad to hear what this list is, uh, we've already been touched by a number of companies in our output. And more interestingly, the large number of other start-ups, no less interesting, we've been touching today,
too.
I think I mentioned CoreWeave. I mean, it's one of the, uh, self--- one of the biggest cloud providers, especially those specializing in GPU. A-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a- I'm not sure. So one of the, uh-- one of the, uh, one of the leading players in the European Claude market is NUBIUS Group. So this is a group of companies where Arkady Vobel returned this week as CEO. The company had previously led Roma Chernin, who had previously been leading the search for Yandex. Again, it's very interesting to be the first to follow Europe, because there's a clear desire to do your own, your, your glass, including models. That's what Mistral does. But I think it's gonna take your infrastructure. And it's quite possible to predict that, uh-a, there's gonna be an Eu-Europe native decacorn in the field, G--- well, like, G-GPU-date-centre infrastructure.
Uh, good end of the meeting today. We have a meeting today so long, but always when you're clear, it can even be someone so dry. It's always when you're clear, you're on a list, uh, companies. But I think it's very important, uh, that we've reported today, that's some of the trends that are in big money, but not all big, not where we're talking about NVIDIA or Microsoft, or OpenAI, or Google, a se-style, next plate. And especially people who look differently in terms of technological trends. Uh, thank you all very much. I'll see you in a week. Uh, we're always here four people. Uh, mostly in websites, trends, news from the Silicon Valley and the world. Uh, lick, sign up and leave your comments. If you know companies that will be 100 in this year and next year, will attract more than $100 million, especially in the next quarter or in the next, uh, six months, you'll have to write them, uh-e-e-e-e-e-e- We'll take them out and remember them.