The brief

Analyst view

• Raised $300M in Series B (May 2026) at ~$4B valuation; backed by Nvidia, Sequoia, Benchmark, and Radical Ventures.
• Lucy 2.5: ~40ms latency live video editing. Oasis 3: photorealistic driving sims at 22 FPS.
• Founded late 2023 by Unit 8200 veterans; emerged from stealth October 2024.

Technical approach

As reported

Real-time generation

Sub-200ms latency video and physics simulation

Lucy 2.5 transforms video in ~40ms for commerce and streaming. Oasis 3 runs at 22 FPS with under 200ms latency.

DOS optimization

Decart Optimization Stack for multi-hardware

DOS 2.0 accelerates across Nvidia, Google, and Amazon hardware; achieves 1,600 tokens/s (8x typical) and 100 fps video.

Physics-grounded

Real-world data and physical laws

Oasis 3 trained on real-world data; streams three synchronized 768x512 views maintaining consistent scene state.