-3%

est. 2Y upside i

AI & MLSeries B

Odyssey is pioneering the next frontier of artificial intelligence: generative worlds. By learning from the real-world, they’re training a new kind of visual generative model capable of generating cinematic worlds that you can direct—from scenery and characters to lighting and motion.

Rank

#3004

Sector

Artificial Intelligence

Est. Liquidity

~5Y

Data Quality

Data: Low

Odyssey is a high-risk, pre-revenue AI startup with a strong moat but facing existential competition from Big Tech.

Last updated: July 3, 2026

Bull (15%)+280%

Strong execution and AWS partnership drive adoption; valuation reaches $5.8B (4x) before dilution, net 280% return.

Base (40%)0%

Modest progress offset by need for additional capital; valuation stagnates at ~$1.45B, return wiped by dilution.

Bear (45%)-100%

Big Tech competition and high burn force down round below preference stack; common stock worthless.

Est. time to liquidity~5.0 years

Preference Stack Risk

high

Funding Intensity

2320%

Total funding of $337M is 23% of current $1.45B valuation, creating high overhang.

Dilution Risk

high

Likely to raise additional capital within 24 months given high burn, diluting common equity by ~20%.

Secondary Liquidity

none

No secondary market activity reported; shares are illiquid.

Technology 2 roles

Operations 1 role

View all 3 open roles at Odyssey

Last updated: March 10, 2026

Questions to Ask at the Interview

Strategic questions based on Odyssey's data — designed to show you've done your homework.

  • 1

    How does Odyssey's data moat defend against Google DeepMind's Genie?

  • 2

    What is the unit economics of the API usage model once revenue begins?

  • 3

    How does the preference stack affect common equity value in a down round scenario?

Community

Valuation Sentiment

Our model estimates -3% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.