The metrics — click any for its citations + threads

Posture med

contracting / under pressure 5 src →

Capital · available med

~$11-11.2M cumulative raised across 4 rounds (Series A $4.4M led by Khosla Ventures + ACME Capital among 9 total investors); no funding-round news found newer than ~2018-2022. This directly … 4 src →

Capital · operating low

No official revenue disclosed by Luka Inc. Third-party estimates disagree sharply: GetLatka/Sensor Tower store-revenue reads put current ARR around ~$4.8M (down from ~$14M in 2024); other … 5 src →

Capital · deployed low

No disclosed capex/buildout commitment found (no datacenter deals, no disclosed compute-purchase agreements). Presumed spend is ordinary cloud/hosting + engineering payroll (115 employees … 1 src →

Capital · in med

Legacy VC (~$11M closed years ago, Khosla Ventures-led) plus ongoing subscription inflows (see operating, disputed range ~$4.8-35M/yr). No new institutional capital found flowing in during … 1 src →

Capital · out low

No itemized capital-out disclosed; ordinary operating spend (compute/hosting/payroll) inferred from the ~$4.8-35M ARR range and 115-employee headcount, not broken out. 1 src →

Optionality med

mixed, leaning constrained — a small early institutional stake (~$11M, Khosla Ventures-led, closed ~2018-2022) rather than the large-and-recent VC dependence typical of frontier-lab peers; … 3 src →

Gravity low

~$0.005-0.035B/yr ($5-35M) — grounded in disputed subscription-revenue estimates, not Replika's ~40M+ lifetime user/download count, per the wave brief's explicit low-dollar-gravity call for … 4 src →