Motion
AI calendar and task app now selling autonomous 'AI Employee' agents.
On the record
Checkpoint: Motion's next funding round or public revenue disclosure
The call
Motion is growing fast on AI agent demand, but its calendar core and new agent bundle both now compete with tools from Microsoft, Google, Anthropic, and OpenAI.
Motion makes AI software that helps people schedule meetings and manage tasks, and recently launched AI Employees agents that can handle work on their own. It is easy for competitors to copy because Microsoft and Google are already building similar features into their own apps (Outlook and Calendar), and the general AI chatbots like Claude and ChatGPT can do much of the same work that Motion's agents do. The company's real test is whether its customers will stick around as these bigger, free-or-bundled alternatives get better over the next couple of years.
Why
01
AI pressure: Claude Cowork and ChatGPT agent. General-purpose agents from Anthropic and OpenAI can already do the tasks Motion sells as 'AI Employees.' Could AI do the core job? Yes, likely.
02
Bigger players: Microsoft Copilot in Outlook and Google Gemini in Calendar. Microsoft and Google are folding scheduling AI into tools people already pay for, undercutting Motion's original product for free. Could a giant copy it? Yes, easily.
03
What protects it. Its bundled agent suite and quick SMB setup keep some customers from switching to raw general-purpose AI tools.
What would change this call
Microsoft or Google ships a bundled agent suite inside Office or Workspace within 2-4 quarters. Would show incumbents closing the gap Motion relies on for differentiation.
Motion's AI Employees ARR growth rate after Claude Cowork and ChatGPT agent reach general availability. Would show whether Motion's growth depends on novelty rather than durable lock-in.
Motion's next funding round or audited revenue disclosure versus the $10M-$50M ARR range. Would confirm or contradict whether the $550M valuation is supported by actual revenue.
Motion's AI Employees ARR growth rate after Claude Cowork and ChatGPT agent reach general availability. Would show whether Motion's growth depends on novelty rather than durable lock-in.
Motion's next funding round or audited revenue disclosure versus the $10M-$50M ARR range. Would confirm or contradict whether the $550M valuation is supported by actual revenue.
Key numbers
- $60M raised at $550M valuation
- Est. $10M ARR, 3x year over year growth
- Reclaim.ai: 320,000+ users, 43,000 companies
Named risks
- Core calendar/scheduling feature being commoditized by native Google Gemini and Microsoft Copilot integrations.
- AI Employees agent suite directly overlapping general-purpose agents (Claude Cowork, ChatGPT agent) it depends on as underlying models.
- Unverified and conflicting revenue figures ($10M vs $50M estimates) relative to $550M valuation.
- Customer complaints about unpredictable AI-credit overage billing and product maturity ('in alpha').
- No disclosed retention (NRR) data or regulated-vertical/data moat to defend against low SMB switching costs.
Rivals, as read in July 2026
| Rival | Direction | Evidence |
|---|---|---|
| Google (Gemini in Calendar) | losing to | Gemini ships native AI meeting-time suggestions in Google Calendar as of March 2026, commoditizing Motion's core |
| Microsoft (Copilot in Office/Outlook) | losing to | Copilot embedded across Office/Outlook competes directly with Motion's scheduling core, cited March 2026 |
| Anthropic (Claude Cowork) | contesting | Claude Cowork launched March 2026 as general-purpose work agent overlapping Motion's AI Employees suite |
| OpenAI (ChatGPT agent) | contesting | Autonomous ChatGPT agent can perform multi-step task automation similar to Motion's specialized agents |
| Reclaim.ai (Dropbox) | gaining on | Reclaim.ai grew to 320,000+ users by March 2026 after absorbing Clockwise's 40,000+ displaced orgs |
| Morgen | contesting | Morgen markets flat ~$15/month pricing directly against Motion's usage-based credit model, April 2026 |
Questions people ask
- Is Motion (usemotion.com) profitable?
- No profitability figures are disclosed. Motion reported B2B ARR in the 'eight-figures' growing 3x year-over-year as of September 2025, and a third-party aggregator estimated 2025 revenue near $10M, but no profit or margin data has been published as of mid-2026.
- How much is Motion worth and who funded its latest round?
- Motion raised $60M in a Series C announced September 8-9, 2025, at a $550M post-money valuation, led by Scale Venture Partners with participation from HOF Capital, 468 Capital, SignalFire, Valor Equity Partners and others.
- Could AI replace Motion's product?
- Motion's original calendar/scheduling core is increasingly replicated by Google Gemini in Calendar and Microsoft Copilot, while its 2025 'AI Employees' agent suite overlaps directly with general-purpose agents like Anthropic's Claude Cowork (March 2026) and OpenAI's ChatGPT agent.
- Who is Motion's biggest competitor?
- Motion competes with Reclaim.ai (acquired by Dropbox, August 2024, reporting 320,000+ users by early 2026), plus native features from Google and Microsoft; rival Clockwise reportedly shut down in March 2026, displacing over 40,000 organizations to Reclaim.ai.
- Who owns Motion, the AI calendar app?
- Motion operates legally as Nexusbird Inc. and is privately held and VC-backed, with no parent company; it was founded in 2019 by Harry Qi (CEO), Omid Rooholfada, Ethan Yu, and Chander Ramesh, and went through Y Combinator's Winter 2020 batch.
- Is Motion's $10M ARR figure at a $550M valuation credible?
- The $550M valuation was set at Motion's September 2025 Series C, based on the company's own claim of 'eight-figure' ARR growing 3x year-over-year; a third-party aggregator later estimated 2025 revenue at roughly $10M, so the exact figure is unverified independently.
Timeline
- 2026-03-25Clockwise reportedly shuts down, displacing 40,000+ organizations toward Reclaim.ai
- 2026-03Anthropic launches Claude Cowork, a general-purpose work agent competing with Motion's AI Employees
- 2025-09-08Motion raises $60M Series C at $550M valuation led by Scale Venture Partners
- 2025-05Motion launches 'AI Employees' suite: Alfred, Millie, Suki, Clide
- 2024-08Dropbox acquires competitor Reclaim.ai
- 2022-09-19Motion raises $13M Series A led by SignalFire, with angels including Sam Altman
- 2020Motion (Nexusbird Inc.) joins Y Combinator's Winter 2020 batch
- 2019Motion founded by Harry Qi, Omid Rooholfada, and Ethan Yu
Revision history
23 July 2026
First assessed. Protection under test. The text above is fixed as of this date and is not edited afterwards.
In the same band
Sources
- Y Combinator-backed Motion raises fresh $38M to build the Microsoft Office of AI agents (2025-09-08)
- Motion Raises $60M at $550M Valuation to Build the Agentic Work Suite for Businesses (2025-09-07)
- Motion Raises $60M at $550M Valuation (2025-09-09)
- Motion raises $60M at a $550M valuation (2026-05-17)
- $10M ARR, $550M Valuation (2026-07-02)
- Motion wants to automate task planning using AI (2022-09-19)
- Valuation, Funding Rounds & Stock Price (2026-04-22)
- 7 Best AI Scheduling Assistants for 2026 (2026-05-20)
- 13 Best Time Blocking Apps in 2026 (2026-03-02)
- The Rise of Agentic Personal Assistants (2026-04-07)
- Introducing ChatGPT agent: bridging research and action
- Motion Pricing Plans in 2026 (2026-04-30)