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Unpacking Resolve AI's $1B/$4M ARR Unicorn Journey

19 Dec 2025

Transcription

Chapter 1: What is Resolve AI and what milestone did it recently achieve?

0.031 - 20.942 Jaeden Schafer

Resolve AI, an AI company that was started by ex-Splunk executives, has just hit a $1 billion valuation as they just raised their Series A. Today on the podcast, we'll be talking about where we see this company going in the future, what they're doing today, how they got started, how they reached a billion-dollar valuation, and everything you need to know about Resolve AI.

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20.922 - 42.232 Jaeden Schafer

Before we get into the episode, I wanted to mention if you want to try all of the AI models I talk about on the show and you want to do it for only $20 a month, I would love for you to check out AIbox.ai, which is my own startup. I give you access to over 40 of the top models, including everything from OpenAI, Google, Anthropic, 11 Labs for Audio, a ton of great image models, all for $20 a month.

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42.332 - 66.361 Jaeden Schafer

You can go check that out at AIbox.ai. There's a link in the description. Let's get into the episode. Resolve AI just reached a $1 billion valuation. This is a startup that is building an autonomous site reliability engineer, or an SRE. Essentially, it automatically maintains software systems. This is their Series A that they've just raised, and it was led by Lightspeed Venture Partners.

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66.722 - 78.456 Jaeden Schafer

There's a bunch of people that are looking at this deal that have kind of been putting off these... hints and tips on what's happening. But obviously, Lightspeed Ventures is a major VC firm. So it's kind of top tier what's going on.

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78.937 - 101.002 Jaeden Schafer

One thing that's interesting in this deal, according to a bunch of people that are kind of insiders, is that like technically the headline valuation is that it's a $1 billion valuation. But there's actually a bunch of different, um, levels to this round. So there's kind of a multi-traunched structure. And under that, many of the investors bought in at a lower valuation than a billion dollars.

101.462 - 117.398 Jaeden Schafer

But the kind of final investors that came in bought in at a billion dollars. There's actually a lot of rounds, a lot of like fundraising that will do that. They're like, hey, you know, for our first hundred million dollars, we'll do this valuation for the next hundred million dollars. It increases or, you know, a hundred thousand for smaller companies.

117.418 - 135.895 Jaeden Schafer

And it kind of the people that get in later are getting at a higher valuation. This is to incentivize the early investors to kind of get in and to get their term sheets written and done fast so it can build momentum for the round. It's an interesting structure to see on a bigger company like this because I see this a lot for smaller organizations.

136.716 - 157.197 Jaeden Schafer

But in any case, then by the time the whole round's done, even if there's only a small amount of people that are signing off on the investment at the $1 billion mark, they can say we've reached a billion dollar valuation. And then anyone that got in earlier It's like their shares are instantly worth more as well. So I do think this is interesting.

157.778 - 169.054 Jaeden Schafer

Investors said that this kind of structure has become really common for the most in-demand AI startups. We're seeing more and more of these. Resolve AI's annual recurring revenue is about $4 million right now.

Chapter 2: How does Resolve AI automate site reliability engineering?

277.625 - 281.752 Unknown

a phenomenal thing that humans are really good at is dreaming up new, exciting, creative ideas.

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282.153 - 300.623 Unknown

And if they can, especially, you know, maybe build wireframes or simple versions and have the AI go and make these really hard, you know, case and, you know, tested versions of that code that work really well, that would be a phenomenal use case for AI and code that I see a lot of people could get excited about in the future. So I think they're a piece of this puzzle.

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301.404 - 322.064 Unknown

Last October, they raised about $35 million in their seed round. This was led by Greylock, right? Another tier one VC. They had some participation from World Labs founder, Fifi Lee, and also Google DeepMind scientist, Jeff Dean. So I think right now they're competing with Traversal, which is another AI powered SRE startup. They also raised a lot of money.

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322.085 - 341.129 Unknown

They raised, I think, about $48 million in a series A, which was led by Kleiner Parkins. They also had participation from Sequoia. So this is a hot area. It's being invested in by all of the top companies. And there's a lot of really smart minds working on this issue, which I think just goes to show this is a real issue that they're solving. It's a real pain point.

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341.169 - 359.825 Unknown

And if they can crack this, a lot of people are going to be very excited. Thank you so much for tuning into the podcast today. I hope you learned something new. If this was interesting or useful, make sure to leave a rating or review on the podcast. And as always, make sure to go check out AIbox.ai to try all of the latest AI models in one place for $20 a month.

359.946 - 361.21 Unknown

I'll catch you in the next episode.

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