Decart
Israeli AI startup selling cross-chip inference tools and real-time world models.
On the record
Checkpoint: Google DeepMind's next Genie/Gemini world-model update, reportedly being watched closely inside Decart
The call
Decart's chip-optimization business faces less direct competition, but its higher-profile world-model product sits in a crowded field against NVIDIA, Google DeepMind, and World Labs.
Decart builds two main products: DOS, which helps AI systems run faster across different computer chips, and Lucy/Oasis, which are world models that simulate environments for robotics and video. DOS is hard to copy because the big tech companies that could build it themselves are reluctant to (they want their own advantages), but Lucy/Oasis is much easier to replicate, and Google DeepMind, NVIDIA, World Labs, and others have already released competing products with far more money behind them. The company makes real revenue and spends carefully, but everything depends on whether DOS stays valuable as its own product or gets absorbed into the standard tools that big tech companies will eventually build anyway. Watch NVIDIA especially: it currently invests in Decart but also builds the rival Cosmos product and invests in World Labs, so if NVIDIA starts favoring World Labs over Decart, that would be the clearest signal the company's position is cracking.
Why
01
AI pressure: NVIDIA Cosmos and World Labs' Marble. Both are live, better-funded world-model products aimed at the same AV and robotics data market as Decart's Oasis/Lucy line. Could AI do the core job? Only partly.
02
Bigger players: NVIDIA. NVIDIA is Decart's own investor while also shipping Cosmos, a direct Oasis competitor, and backing rival World Labs at the same time. Could a giant copy it? Probably.
03
What protects it. DOS gives cross-chip inference speed hyperscalers are reluctant to build themselves since it would mean favoring one chip vendor over another.
What would change this call
NVIDIA increases investment or integration depth with World Labs relative to Decart within 12 months. Would show NVIDIA hedging away from Decart despite being its investor.
Decart discloses actual run-rate revenue or signs an exclusive hyperscaler deal. Would confirm DOS is a standalone business, not a marketing wrapper.
NVIDIA Cosmos or World Labs Marble announces a named AV or robotics customer win over Oasis. Would show a competitor pulling commercial traction away from Decart's world-model line.
Decart discloses actual run-rate revenue or signs an exclusive hyperscaler deal. Would confirm DOS is a standalone business, not a marketing wrapper.
NVIDIA Cosmos or World Labs Marble announces a named AV or robotics customer win over Oasis. Would show a competitor pulling commercial traction away from Decart's world-model line.
Key numbers
- $300M raised at $4B valuation, NVIDIA joined as investor
- Over 100,000 developers building on Lucy
- Spent under $10M of $153M raised, reported profitable in 3 months
Named risks
- NVIDIA is simultaneously an investor in Decart and in rival World Labs while also building competing Cosmos platform.
- Decart has not disclosed run-rate revenue publicly as of its May 2026 $300M round.
- Hyperscalers could build native in-house chip-portability tools, commoditizing Decart's DOS layer.
- World-model layer (Lucy, Oasis) competes against better-capitalized shipped products from DeepMind and World Labs.
- Self-reported efficiency and throughput claims (1,600 tokens/sec, cost-per-hour figures) are unaudited.
Rivals, as read in July 2026
| Rival | Direction | Evidence |
|---|---|---|
| Google DeepMind | gaining on | Genie 3 shipped as general-purpose real-time 3D world model research preview, August 2025 |
| NVIDIA Cosmos | contesting | Cosmos platform had about 2M downloads by January 2026 in Decart's AV/robotics use case, despite NVIDIA also investing in Decart May 2026 |
| World Labs | gaining on | Raised $1B including NVIDIA in February 2026, shipped commercial product Marble, targeting ~$5B valuation |
| Meta AI / AMI Labs (Yann LeCun) | gaining on | Raised euro500 million at euro3 billion valuation for physics-based world models, per January 2026 report |
| OpenAI Sora | contesting | Named as a frontier competitor in the real-time video/world-model category as of 2026 reporting |
Questions people ask
- Is Decart profitable in 2026?
- Decart reportedly became profitable within three months of its 2025 launch, having spent less than $10M of its then $153M raised, per an August 8, 2025 Calcalist report. The company has not disclosed formal run-rate revenue as of its May 18, 2026 $300M round.
- What is Decart's valuation as of 2026?
- Decart was valued at approximately $4 billion after a $300M Series B led by Radical Ventures on May 18, 2026, with NVIDIA joining as a new investor. Total capital raised across all rounds now exceeds $450M.
- Who are Decart's biggest competitors?
- Decart's world-model products (Lucy, Oasis) compete with Google DeepMind's Genie 3 (shipped August 2025), NVIDIA Cosmos (about 2M downloads as of January 2026), and Fei-Fei Li's World Labs, which raised $1B in February 2026 for its Marble product.
- Is NVIDIA both an investor in and competitor to Decart?
- Yes. NVIDIA invested in Decart's $300M round announced May 18, 2026, but also invested in rival World Labs in February 2026 and builds its own competing Cosmos platform, which had reported roughly 2M downloads by January 2026 in the same AV/robotics use case.
- Is Decart a safe company to join in 2026?
- Decart is capital-disciplined and revenue-generating with a genuine niche in cross-chip AI optimization (DOS), but its higher-valued world-model business (Lucy, Oasis) faces better-capitalized shipped rivals like DeepMind's Genie 3 and World Labs' Marble, both live as of early 2026.
- How many employees does Decart have?
- Decart had roughly 60-plus employees as of August 2025, per Calcalist and Wikipedia reporting, with offices in Tel Aviv, San Francisco, and New York plus R&D in northern Israel. Later 2026 third-party headcount estimates vary widely and are unconfirmed.
Timeline
- 2026-07Lucy 2.5 launched with new video-editing capabilities
- 2026-06-10Oasis 3 unveiled, photorealistic multi-camera AV driving simulation, $0.02/sec pricing
- 2026-05-18$300M Series B led by Radical Ventures, NVIDIA joins, valuation reaches $4B
- 2026-02Rival World Labs raises $1B including NVIDIA, targets ~$5B valuation
- 2026-01Lucy 2 launched, 1080p/30fps continuous video on AWS Trainium3
- 2025-08-08$100M raise at $3.1B valuation, becomes Israel's first AI-focused unicorn
- 2025-07Technion collaboration and AI research center MOU signed
- 2024-12$32M Series A led by Benchmark at roughly $500M valuation
- 2024-10$21M seed round led by Sequoia Capital and Oren Zeev
- 2023-09-07Founded by Dean Leitersdorf, Orian Leitersdorf, and Moshe Shalev
Revision history
29 July 2026
First assessed. Losing its protection. The text above is fixed as of this date and is not edited afterwards.
In the same band
Sources
- Decart (2026-07-24)
- The Next Web
- From stealth to $3.1 billion in less than a year (2025-08-08)
- Nvidia backs Israeli AI unicorn Decart in $300 million funding round at $4 billion valuation (2026-05-18)
- Israel's Decart secures $300mn in funding following Nvidia and Amazon deals (2026-05-18)
- Decart raises $300M to put a real-time world model in front of Amazon's chips (2026-05-18)
- Decart - Overview, News & Similar companies
- Decart's new world model can simulate hours of photorealistic driving, with some caveats (2026-06-10)
- Decart raises $300M for its AI optimization software, world models (2026-05-18)
- Decart API Platform
- World Models Race 2026 (2026-01-02)
- Why Nvidia is Betting on Decart (2026-05-29)