Sieve
-71%
est. 2Y upside i
Video datasets for frontier AI
Rank
#167
Sector
AI, Developer Tools, Video Infrastructure
Est. Liquidity
~4Y
Data Quality
Data: LowSieve presents a moderate upside opportunity, driven by its strong competitive moat in specialized video AI infrastructure and a large, underserved market.
Last updated: February 25, 2026
Sieve's proprietary video infrastructure and novel understanding techniques gain significant traction, expanding beyond initial use cases and attracting major enterprise clients. Revenue scales to $50M+ by 2028, justifying a $750M valuation at 15x revenue, a 400% upside from current levels.
Sieve maintains its strong competitive moat in video AI infrastructure, growing revenue to $30M-$40M by 2028. This growth supports a $300M-$400M valuation at 10x revenue, representing a 100-167% upside from the current valuation.
Dominant cloud providers like Google and Amazon aggressively expand their video AI offerings, commoditizing Sieve's core APIs. Revenue growth stalls, leading to a down round that values the company at $45M, resulting in a 70% loss for common shareholders.
Preference Stack Risk
lowInvestors hold $4M in liquidation preferences, which is a low percentage (2.67%) of the estimated $150M current valuation.
Dilution Risk
moderateAs an early-stage company, Sieve will likely need to raise several more funding rounds, leading to further dilution for common shareholders.
Secondary Liquidity
noneGiven the company's early stage, there is currently no active secondary market or tender offers for employee equity.
Engineering — 5 roles
- Applied Research Engineer · San Francisco
- Distributed Systems Engineer · San Francisco
- Product Engineer · San Francisco
- +2 more →
Operations — 3 roles
- Business Operations Associate · San Francisco
- Product & Operations · San Francisco
- Strategic Partnerships · San Francisco
People — 1 role
- Recruiting · San Francisco
Last updated: March 10, 2026
Questions to Ask at the Interview
Strategic questions based on Sieve's data — designed to show you've done your homework.
- 1
“Given the 'Sieve AI for video and audio seems to be gone' statement in some search results, how do you address market perception or potential confusion with other entities named Sieve, and what is the company's current operational status and long-term vision?”
- 2
“With major cloud providers like Google and Amazon offering general AI/ML services, and companies like Livepeer AI specializing in decentralized video infrastructure, how does Sieve plan to maintain its strong competitive moat and differentiate its proprietary video understanding techniques and datasets?”
- 3
“Considering the company's seed funding in late 2022 and the current market conditions, what is the expected timeline for the next funding round (e.g., Series A) and how does the company envision the path to a liquidity event for employees holding common stock or options?”
Community
Valuation Sentiment
Our model estimates -71% 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.