-58%

est. 2Y upside i

AI & MLMedia & CommsSeries B

At Pika we’re building the future of AI video and social media. Our products give people new ways to create, remix and share ideas, and we’re looking for a designer who can help shape that future.

Rank

#1193

Sector

Generative AI, Media & Entertainment

Est. Liquidity

~4Y

Data Quality

Data: High

Pika presents a moderate upside opportunity for a job seeker, driven by its exceptional growth (projected $130M ARR in 2026) and strong market position with 25% market share in the rapidly expanding AI video generation sector.

Last updated: March 10, 2026

Bull (25%)+300%

Pika's user-centric approach and advanced Pika 2.5 engine, including 'AI Selves' and physics-based rendering, allow it to capture significant market share in the rapidly expanding creator economy and enterprise video solutions. This drives ARR to over $500M by 2028, justifying a $3.6B+ valuation at 7x ARR, well above the current $900M.

Base (30%)+100%

Pika maintains its strong growth trajectory, reaching projected ARR of $130M in 2026 and continuing to grow, but faces intense competition from incumbents like OpenAI and Google. It secures its position in the consumer and SMB market, leading to an acquisition or IPO at a $1.8B valuation by 2028.

Bear (45%)-60%

Dominant incumbents like OpenAI (Sora) and Google (Veo) intensify competition with superior models and distribution, commoditizing Pika's core offerings. High compute costs outpace subscription revenue, leading to slower growth and a down round or distressed acquisition at $360M, significantly eroding common stock value due to liquidation preferences.

Est. time to liquidity~4.0 years

Preference Stack Risk

moderate

Funding Intensity

29%

Investors hold $135M in liquidation preferences. In an exit at or below $135M, common stock holders get little to nothing. In an exit at $900M, common stock holders get $765M divided by fully diluted shares.

Dilution Risk

moderate

As a Series B company, Pika will likely require 1-2 more funding rounds before a liquidity event, leading to further dilution for common stock holders.

Secondary Liquidity

limited

There is no indication of active secondary markets or tender offers for Pika's equity at this stage.

Engineering — 8 roles

Creative — 2 roles

Research — 2 roles

View all 12 open roles at Pika →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “Given the intense competition from well-resourced incumbents like OpenAI (Sora) and Google (Veo), how does Pika plan to sustain its reported 25% market share and competitive moat over the next 2-3 years?”

  • 2

    “With projected ARR of $130M in 2026 and high compute costs, what are the key strategies for Pika to achieve profitability and ensure compute costs do not outpace subscription charges as the company scales?”

  • 3

    “Considering the Series B funding and the typical timeline for liquidity events, what is the company's realistic outlook for an IPO or acquisition within a 2-year to 4-year timeframe, and how might the 'AI Selves' feature impact this timeline?”

Community

Valuation Sentiment

Our model estimates -58% 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.