Odyssey
-3%
est. 2Y upside i
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: LowOdyssey is a high-risk, pre-revenue AI startup with a strong moat but facing existential competition from Big Tech.
Last updated: July 3, 2026
Strong execution and AWS partnership drive adoption; valuation reaches $5.8B (4x) before dilution, net 280% return.
Modest progress offset by need for additional capital; valuation stagnates at ~$1.45B, return wiped by dilution.
Big Tech competition and high burn force down round below preference stack; common stock worthless.
Preference Stack Risk
highFunding Intensity
2320%Total funding of $337M is 23% of current $1.45B valuation, creating high overhang.
Dilution Risk
highLikely to raise additional capital within 24 months given high burn, diluting common equity by ~20%.
Secondary Liquidity
noneNo secondary market activity reported; shares are illiquid.
Technology — 2 roles
- Full Stack Engineer · New York, NY
- Senior Product Manager - Growth & Program Operations · New York, NY
Operations — 1 role
- Implementation Manager · Remote, US
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?
Anonymous. Do not share material non-public information.
Community Discussion
Comments are reviewed before they appear publicly.
Loading comments...
Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.