Asked my quant what they thought about $REI. Here is what they said:

Rei's framework = ai16z ($1b)
Rei's network = Virtuals ($1.2b)
Rei's flagship agent (@unit00x0) = AIXBT ($280m)

Total mc of competitors ($2.4b) / Current mc of $REI ($40m) = 60x from here

All of the above