Side-by-side comparison of AI visibility scores, market position, and capabilities
US YC AI grocery demand forecasting at 0.95 MAE with 38% food waste reduction for 300-location chain; $2.3M seed Dec 2023 1984/YC/Collaborative/Instacart angels using sports betting odds and weather for inventory competing with Afresh.
Guac is a United States-based AI demand forecasting platform for grocery retailers — backed by Y Combinator with $2.3 million in seed funding in December 2023 from 1984 Ventures, Y Combinator, Collaborative Fund, and angel investors from Instacart, Roblox, Jane Street, and Citadel Securities — providing grocery chains, delivery companies, and supermarkets across North America, Europe, and the Middle East with machine learning-powered daily sales predictions that achieve 0.95 unit mean absolute error (MAE) average forecast accuracy, delivering 38% food waste reduction for a 300-location supermarket chain customer. Founded by Euro Wang and Jack Solomon, Guac applies unconventional data signals (sports betting odds, weather forecasts, local event calendars) to grocery demand prediction where traditional moving-average forecasting fails.
CrowdStrike (CRWD) reported $3.95B ARR in FY2025 (ended Jan). Revenue $3.74B, up 29% YoY. Market cap ~$85B. 8,600+ employees. Austin, TX. AI-native cybersecurity platform. Charlotte AI for threat detection.
CrowdStrike is an AI-native cybersecurity company founded in 2011 by George Kurtz, Dmitri Alperovitch, and Gregg Marston and headquartered in Austin, Texas, that built the endpoint detection and response (EDR) category and has since expanded into the broadest cloud-native cybersecurity platform in the industry. The company was founded on the insight that traditional antivirus software — signature-based, retrospective, and endpoint-isolated — could not keep pace with sophisticated adversaries operating at machine speed. CrowdStrike's founding architecture, the Falcon platform, was designed cloud-native from day one: a single lightweight agent on the endpoint feeding a cloud-based AI that learns from trillions of security events across every customer simultaneously. The company trades on Nasdaq under the ticker CRWD.\n\nThe CrowdStrike Falcon platform consolidates more than 28 security modules across endpoint security, identity threat protection, cloud security, next-gen SIEM and log management, threat intelligence, and managed detection and response — all delivered through a single agent and unified console. The AI at the platform's core, Charlotte AI, provides conversational security operations, automated investigation, and AI-generated threat summaries that reduce analyst workload. CrowdStrike's threat intelligence team, Adversary Intelligence, tracks and names nation-state and criminal threat actors globally, giving customers predictive insight into campaigns before they hit their environments.\n\nCrowdStrike reported $3.95 billion in annual recurring revenue (ARR) for FY2025 and total revenue of $3.74 billion, up 29% year over year, with a market capitalization of approximately $85 billion. The company has 8,600+ employees and counts a substantial share of the Fortune 500 and global governments as customers. Despite the July 2024 sensor update incident that caused a significant IT outage affecting millions of Windows systems globally, CrowdStrike's customer retention remained strong — a testament to the platform's depth of integration and the switching costs built into its consolidated architecture.
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