Parasail
Bottleneck owner · US
AI deployment network aggregating GPU capacity across 40+ datacenters into one OpenAI-compatible on-demand inference API.
Serverless/batch inference orchestration across partner GPU clouds (H100/H200/A100), pay-per-token.
Research mapping
Physical AI / AI Factory & Cloud Training Infrastructure (L1) / Bottleneck owner
Evidence boundary
Original analysis and independent corroboration remain under development. Commercial scale and durable technical advantage remain under review.
What makes it defensible
Aggregates GPU capacity across partner datacenters behind one OpenAI-compatible API, so AI teams buy tokens instead of signing multi-year silicon commitments.
Position in the stack: Inference orchestration layer between GPU owners (neoclouds) and AI product teams; moat is supply contracts plus placement/scheduling software that keeps utilization and latency predictable — a thin position by construction, since it sits between two competitive layers.
Who buys it
Named customers: ~30 open-weight model teams (500B+ tokens/day)
Founding team
Mike Henry — Co-founder & CEO — Former Chief Product Officer at Groq; previously founder and CEO of Mythic, where he raised $165M for an AI inference compute platform.
Tim Harris — Co-founder — Founder and CEO of Swift Navigation; built teams and products there and raised $250M in venture capital.
SourceFinancing detail
- Last round
- Series A ($32M, Apr 2026)
Investors: Touring Capital, Kindred Ventures, Samsung NEXT, Flume Ventures
Mapped funds and investors
Direct relationships supported by published evidence.
Reported holdings as-of
No sourced relationships mapped yet.
Disclosed investment history
No sourced relationships mapped yet.
Showing up to four relationships in each group. ETF weights describe the fund’s portfolio, not ownership of this company. Private investment history does not establish current ownership.