Bloomberg broke it on August 12: Anthropic is in talks to buy Israeli startup Decart for about $6 billion. That’s Anthropic’s largest acquisition ever, its fifth this year, and a ~50% premium over the $4 billion valuation Decart got in May when Radical Ventures led a $300M round with Nvidia, Adobe Ventures, Toyota Ventures, and Andrej Karpathy on the cap table. Nothing is signed yet.
What Decart actually sells
Three things, stacked. At the bottom is DOS, low-level software that squeezes more out of GPUs — Decart claims 1,600+ tokens/second for agents, roughly 8x the industry average. On top of it sit two real-time world models: Lucy, which rewrites objects in a live video stream (virtual try-on mirrors, swapping furniture in a room), and Oasis, which generates simulated environments for robotics and self-driving. The company was founded in 2023 by Unit 8200 alumni Dean Leitersdorf and Moshe Shalev, and has raised ~$450M total.
Why $6B
The Decart team reportedly folds into Anthropic’s inference and performance group. Read that literally: Anthropic isn’t buying video models, it’s buying the people who make Claude cheaper to serve. With an IPO in the conversation, every point of margin on inference shows up on the P&L. The world models are the bonus round.
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