Apple · Goldman Sachs · Fortune Technology
A former Apple engineer thinks AI infrastructure is released for the wrong future
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For months, Kleiner Perkins partner Aditya Naganath had been mulling over his investing thesis that the next wave of AI wasn’t going to be a chatbot—it was going to be software that does the work autonomously, for hours at a time, across thousands of tasks at once.
Key facts
- Now, six months after Naganath and Movva first chatted, Movva’s startup, Sail Research, has launched from stealth with $80 million in seed and Series A funding at a $450 million valuation, Fortune
- He watched NVIDIA pivot from gaming chips to AI silicon in 2016 and 2017
- Goldman Sachs forecasts a 24-fold increase in token consumption by 2030
- Movva claims customers often seen between 3x to 10x cost improvements over comparable alternatives
Summary
“It felt obvious to both of us that you’re going to need a different, specific inference platform built for these long-running agents,” Naganath told Fortune. Now, six months after Naganath and Movva first chatted, Movva’s startup, Sail Research, has launched from stealth with $80 million in seed and Series A funding at a $450 million valuation, Fortune learned exclusively. Sail Research wants to fix one of AI’s expensive problems. At that scale, enterprise AI bills have tripled even as per-token prices have fallen, because agentic workflows consume tokens at a rate 50 to 500 times higher than simple chat.