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How AI startups are scaling revenue 'faster than any other companies in cloud history' - and what's next
This VC funded Anthropic and Perplexity. Here are five predictions it makes for the year ahead in AI
"AI-native businesses are scaling from $0 to $100 million in ARR [Annual Recurring Revenue] faster than any other companies in cloud history," write lead author Kent Bennett and team in an accompanying essay. The big platforms, provided by OpenAI, Google, and other giants, mean that "a new infrastructure layer has emerged --spanning models, compute, training frameworks, orchestration, and observability," they write. "We're nearing a tipping point in controllability, accessibility, and realism, that will make generative video commercially viable at scale" in entertainment, education, marketing, social media and retail.
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