Ai Native Startups

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Orlando Bravo, co-founder of Thoma Bravo. Photo by Getty Images.
Exclusive

Thoma Bravo-Backed Anaplan Prepares Confidential IPO Filing

By Valida Pau and Cory Weinberg · Jan 28, 2026 5:20pm PST
Anaplan, a business-planning software provider owned by private equity firm Thoma Bravo, is taking steps toward an initial public offering and could file confidentially for the listing in the coming weeks, people familiar with the discussions said. The listing would be a sign that IPOs for PE-backed software companies could soon rebound. ... Anaplan, a business-planning software provider owned by private equity firm Thoma Bravo, is...
Photo by Getty.
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Adobe Discussed $3 Billion Acquisition of AI Video Startup Synthesia

By Katie Roof · Oct 22, 2025 2:10pm PDT
Adobe in recent months held talks with Synthesia, a London-based maker of artificial intelligence software that generates video avatars of people, to buy the startup for about $3 billion, a premium from the startup’s $2.1 billion valuation in a January financing, according to a person with knowledge of the discussions. Synthesia and ... Adobe in recent months held talks with Synthesia, a London-based maker of artificial...
‘AI Native’ Apps’ $18.5 Billion Annualized Revenues Rebut MIT’s Skeptical Study
Applied AI

‘AI Native’ Apps’ $18.5 Billion Annualized Revenues Rebut MIT’s Skeptical Study

By Amir Efrati · Aug 26, 2025 10:32am PDT · 11 comments
It’s been hard to avoid a study last week from the Massachusetts Institute of Technology, which claimed that 95% of corporate efforts to use artificial intelligence failed to boost the bottom line for the surveyed companies. In other words, “only 5% of custom enterprise AI tools reach production.” Let’s set aside the study’s limitations,... It’s been hard to avoid a study last week from the Massachusetts Institute of Technology, which...
Chart by Shane Burke.
AI Agenda

‘AI Native’ Startups Double Annualized Revenue to $30 Billion in Seven Months

By Stephanie Palazzolo · Jan 14, 2026 7:00am PST · 1 comment
The revenue picture for AI startups is brightening, a bit. In just seven months, annualized revenue at “AI native” companies selling AI models or apps has doubled, from $15 billion to more than $30 billion, according to an analysis of 32 companies from The Information’s Generative AI Database.One problem: OpenAI and Anthropic make... The revenue picture for AI startups is brightening, a bit. In just seven months, annualized...
Art via Mike Sullivan
AI Agenda

More AI Startups Join the $100 Million ARR Club. But Will They Stay?

By Stephanie Palazzolo and Natasha Mascarenhas · Sep 25, 2025 7:00am PDT · 3 comments
These days, it seems like each week another artificial intelligence startup announces it’s surpassed $100 million in annualized revenue, a milestone that historically meant a startup had achieved “product-market fit”—in other words, customers really want to pay for its products.In the last five months, our reporting shows that at least six “AI... These days, it seems like each week another artificial intelligence startup announces it’s...
‘AI Native’ Startups Pass $15 Billion in Annualized Revenue
AI Agenda

‘AI Native’ Startups Pass $15 Billion in Annualized Revenue

By Amir Efrati · Jun 10, 2025 7:00am PDT · 1 comment
Annualized revenue at “AI native” companies selling artificial intelligence models or apps has passed $15 billion just two and a half years since OpenAI launched ChatGPT, according to The Information’s Generative AI Database.While that’s not the same as $15 billion in actual revenue, it’s still an unprecedented haul for such a short time period... Annualized revenue at “AI native” companies selling artificial intelligence models or apps has...