00:12다음 영상에서 만나요.
00:31Korea's startup scene this week splits into two clear tracks.
00:35Hardware plays riding the physical AI wave, and software plays attacking the rising cost of running large language models.
00:42Robot automation firm Brills just priced its Kostak IPO at the top of its range, showing investors are willing to
00:50pay up for physical AI exposure.
00:52Meanwhile, a wave of B2B startups is emerging specifically to help other companies control ballooning AI token spending.
01:00Here's what the numbers show.
01:02Brills, a robot automation solutions company, priced its Kostak IPO at $19,501 per share, the top of its range,
01:11after institutional demand came in at $1,187.74 to $1, one of the highest subscription rates of the year.
01:20Simacro, a digital twin startup for chemical and energy plants, is working with ExxonMobil pending a government grant, and has
01:28raised $3.5 billion one-round, expected by year-end.
01:35Liner's new model routing API found that only about 43% of user queries actually needed a top-tier AI
01:42model, cutting token costs by more than half while preserving frontier-level performance on the rest.
01:49URTN's AXLLM router, launched in July, automatically selects the cheapest adequate model based on a company's cost and performance priorities,
01:58with adoption already confirmed in manufacturing, public sector, and finance.
02:04Rebellion, a Korean NPU maker, is supplying more than 100 racks of its Rebel 100-based servers to a Tokyo
02:11data center operator, expanding to 40 megawatts of capacity by next year.
02:16Brill's plans to use its $23.4 billion won in IPO proceeds for its U.S. subsidiary, and to expand
02:24domestic factories in Songdo and Asan.
02:27So, what does this mean for founders?
02:30Earlier, we said a robotics IPO drew 1,187 times over subscription, while startups raced to cut AI token costs.
02:39Here's what that actually means for you.
02:42Investors are rewarding two very different bets right now.
02:51If you're building in either lane, the funding signal is real.
02:56Brill's proved the public market appetite for robotics, and Liner, URTN, and Bound4 are proving enterprise budgets are shifting toward
03:04AI cost-control tools.
03:06Watch how Brill's trades after its October 1st COSDOC debut, and whether Simacro lands its Global Tips Grant, since both
03:15outcomes will shape which pitch decks get funded next.
03:17That's today's AI Prism Founders.
03:21This episode was produced with AI assistance based on Seoul Economic Daily reporting, and reviewed by a human editor.
03:29AI Prism is a Juan Afra award-winning series.
03:32We'll be back tomorrow.
03:34You've been listening to AI Prism from Seoul Economic Daily.
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