每 2 周新增 100 万美金 ARR GEO 已来，实时 AI 2 年 31 亿美金估值

Core Insights - Decart, led by former Benchmark partner Victor Lazarte, recently completed a $100 million Series B funding round, raising its valuation to $3.1 billion in less than two years [1] - The company has seen a sixfold increase in valuation from $500 million to $3.1 billion in just over six months [1] - Decart's core products, Oasis and Mirage, are pioneering real-time generative AI technologies that enhance user interaction and experience [3][4] Product Development - Oasis is a real-time generative AI open-world model that allows users to interactively shape their virtual environment, achieving over 1 million users within three days of launch [4] - Mirage, described as a "world transformation model," enables real-time video-to-video conversion with a response time of under 40 milliseconds, eliminating delays common in previous AI video models [3][4] - Both products represent a shift from static visual content to dynamic, interactive experiences, expanding the potential applications in gaming, virtual reality, and the metaverse [5] Market Position and Strategy - Decart aims to create a consumer application with a user base of one billion, aspiring to reach a market valuation of $1 trillion [8] - The company is preparing to launch an API for Mirage, which will allow developers and businesses to leverage its core technology, fostering an open ecosystem [9] - Decart currently generates revenue from GPU acceleration and anticipates that the Mirage model will become a significant revenue source as costs for content generation are drastically reduced [10] Financial Performance - The company has achieved significant revenue from GPU acceleration, amounting to tens of millions of dollars [9] - The proprietary optimization technology has reduced the cost of content generation from $10 to $1,000 per hour to less than $0.25, positioning Decart competitively in the market [10] - The rapid increase in valuation reflects strong investor confidence driven by broad market demand and Decart's technological advantages [11]