Side-by-side comparison of AI visibility scores, market position, and capabilities
San Francisco CPG supply chain AI (rebranded Daybreak) at $35M ARR May 2025; $107M total (Dell/TPG/ServiceNow/In-Q-Tel) focusing on Fill-Rate/OTIF for Estée Lauder/Kellogg's competing with o9 Solutions for AI demand planning.
Noodle.ai (rebranded as Daybreak) is a San Francisco, California-based enterprise AI supply chain planning platform — backed with $107 million in total funding including a $10 million Series C-II in January 2024 from Dell Technologies Capital, TPG, ServiceNow Ventures, Honeywell Ventures, Nexus Venture Partners, and In-Q-Tel — providing CPG (consumer packaged goods) and manufacturing companies including Estée Lauder and Kellogg's with AI-powered inventory planning, demand forecasting, and fill-rate optimization that targets Fill-Rate, Inventory, and OTIF (On-Time-In-Full) outcomes as the primary business metrics. As of May 2025, Noodle.ai/Daybreak reports $35 million in annual recurring revenue with approximately 105 employees across 6 continents. In January 2024, Stephen R. Collins was appointed CEO (founder Stephen Pratt transitioning to Senior Strategic Advisor) and Jerome Holbus joined as Chief Product Officer. Founded in 2016 in San Francisco.
SF YC W24 AI support agent builder at 80% resolution time reduction and 71% ticket deflection; $500K from a16z/Greylock/YC/Netflix competing with Intercom Fin for customer support AI workflow automation.
Duckie is a San Francisco-based AI customer support platform — backed by Y Combinator (W24) with $500,000 in funding from Y Combinator, Andreessen Horowitz, Greylock, KungHo Fund, Netflix, and 5 additional investors — providing customer support teams with an AI agent builder that translates existing support processes and workflows into predictable, reliable AI automation, achieving 80% reduction in resolution time and 71% ticket deflection for deployed teams. Founded in 2023 and targeting customer support leaders at growth-stage software companies, Duckie enables support teams to deploy AI agents in minutes without engineering dependency.
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