RT raagulanpathy (@raagulanpathy)For all you hustlers…I looked at an old pitch deck. The investor turned @KASTcard down. Too much CAC, too many competitors, no clear GTM. The numbers were ridiculous, we’d never hit that!They weren’t alone.Many turned us down.Made me mad, but gave me hunger.Truth be told, they had valid points.How does a B2B guy, launch a B2C app?How?1/ Hustle damn hard2/ Bet big singularlyie.@solana & SuperTeam’s globally.Solana is for apps.Solana is for startups.Others give you grants and ...

Lovable projects $1B in ARR within next 12 months | TechCrunch https://t.co/wlqQvldBhf ...

Loveable projects $1B in ARR within next 12 months | TechCrunch https://t.co/AvTtDfKv55 ...

Business Growth & Financials - Anthropic achieved \$5 billion in ARR (Annual Recurring Revenue)，增长迅速 [1] - AI 模型可以作为独立的损益 (P&L) 进行管理，具有资本增值的潜力 [1] - Anthropic 专注于 B2B 业务 [1] AI Model Development & Technology - Anthropic 关注平台优先的公司发展模式 [1] - 讨论了数据壁垒和不同的学习方式 [1] - 探讨了解决 AI 幻觉问题的方法 [1] Market Dynamics & Competition - AI 市场结构和参与者众多，竞争激烈 [1] - 云服务提供商与 AI 实验室之间的关系复杂 [1] - AI 人才争夺战激烈 [1] Applications & Customization - AI 在医疗、客户服务和税务等领域具有应用潜力 [1] - 针对企业客户的 AI 定制化服务是重点 [1] - Anthropic 致力于开发 AGI (通用人工智能) 驱动的产品 [1] Ethical & Safety Considerations - 讨论了 AI 进步与安全监管之间的平衡 [1] - 考虑了 AI 犯错的双重标准问题 [1]

User Growth & Adoption - OpenAI's ChatGPT is projected to reach 700 million weekly active users, a significant increase from 500 million in March [1] - This represents a more than four-fold year-over-year growth in user base [1] - Daily user messages have surpassed 3 billion [2] - Business adoption is surging, with 5 million paying business users, up from 3 million just months ago [2] Financial Performance & Funding - OpenAI secured $8.3 billion from venture investors as part of a SoftBank-led $40 billion fundraising round [2] - The fresh capital is expected to push annual recurring revenue (ARR) to $13 billion [3] - OpenAI is tracking to surpass $20 billion in ARR by year-end [3][6] - Rival Anthropic is reportedly generating around $4 billion in ARR [3][6] Valuation & Investment - OpenAI's potential valuation could reach $300 billion post-money, based on the $20 billion revenue projection [4] - Anthropic's valuation is reportedly at $170 billion [3][6] - OpenAI is looking to close the $40 billion funding round and open it up to new investors [6][7]

Core Insights - The article discusses the success of the app studio Monkey Taps, particularly its product Motivation, which has achieved over 1 million ratings on the US App Store and an annual recurring revenue (ARR) of approximately 4 million USD [1] - The studio has a total of 6 products with over 50 million downloads, focusing on self-care, self-love, and self-growth, leading to an overall ARR exceeding 10 million USD [2] - The company operates remotely without an office, providing employees with benefits that promote work-life balance, including full salary during parental leave and free English classes for non-native speakers [2] - Another app studio, Ghost, has generated 100 million USD in revenue for independent publishers since its launch on Kickstarter 12 years ago, with its ARR growing from 6 million USD to over 8 million USD in recent years [3] - A new AI-focused app studio has emerged, building over 40 products with a global download count exceeding 50 million and an ARR surpassing 40 million USD [4] Summary by Sections Monkey Taps and Motivation App - Motivation app, developed by Monkey Taps, has a simple design aimed at promoting positive thinking and personal growth, generating an ARR of around 4 million USD [1] - The app's revenue model is based on selling beautifully designed background images, and it is a rebranded version of another product, I am, which has an ARR of 5 million USD, totaling 9 million USD for both products [1] Company Structure and Culture - Monkey Taps operates with a fully remote team, primarily located in Spain and the US East Coast, using Notion and Slack for communication [2] - The company offers generous benefits, including full pay during parental leave and free English lessons for employees from non-English speaking countries [2] Ghost App Studio - Ghost has been a significant player in the independent publishing space, generating 100 million USD in revenue for its users and experiencing steady growth in its ARR from 6 million USD to over 8 million USD [3] New AI-Focused App Studio - A newly established app studio has rapidly developed over 40 products, achieving over 50 million downloads and an ARR exceeding 40 million USD, focusing on AI-related applications [4]

Core Insights - The AI coding industry is experiencing rapid growth, with Lovable recently announcing a $200 million funding round and achieving over $100 million in ARR within just 8 months, showcasing the speed of innovation in the AI era [1] - Lovable has introduced Lovable Agent, which reportedly reduces error rates by 91% and enhances workflow capabilities, allowing for more complex tasks such as code reading and debugging [1] - The competitive landscape is intensifying, with Lovable entering the enterprise market and Replit also making significant moves, including the acquisition of Cognition [2] Group 1: Lovable and Replit - Lovable's new Business version targets larger B2B clients by adding collaboration, security, and privacy features [2] - Replit has also shown impressive growth, with its ARR increasing from $10 million to $100 million in just 6 months, and Cognition's overall ARR estimated to be around $150 million [2] Group 2: Other Players in AI Coding - Anthropic's Claude Code is reportedly nearing $200 million in ARR, indicating strong market reception and potential for further growth [3] - Augment Code has experienced explosive growth, achieving a 5x increase in the last 3 months and securing multiple million-dollar deals with enterprise clients [3] Group 3: Newsletter and Creator Economy - Substack has raised $100 million at an $11 billion valuation, while Beehiiv has surpassed $30 million in annual revenue [4] - The platform Every has achieved over $1 million in ARR, focusing more on content compared to Substack and Beehiiv [4]

Company Growth & Strategy - The company's ARR (Annual Recurring Revenue) was $0.7 million over seven years before launching Bolt [4] - The company doubled its ARR after launching Bolt [7] - The company emphasizes a small team with more context per head to increase agency and speed [13][14] - The company believes in taking many shots on goal to find product market fit, similar to an enterprise sales pipeline [15][16] Team & Culture - The company values a shared set of core values: low ego, high trust, user obsession, grit, and resilience [19][20] - The company focuses on saving the right things and prioritizing high-impact areas, accepting that some fires will have to burn [22][24] - The company encourages independent thinking and avoiding the hive mind mentality [29][32] Customer Engagement & Support - The company runs weekly office hour sessions to engage with the community and show progress [33][34] - The company uses AI tools like Parel Help's SAM to automate 90% of support tickets [36][37] - The company emphasizes community building and creating spaces for users to learn from each other [38][39] - The company is running a Guinness World Record-breaking hackathon with 80,000+ participants for product testing and community support [39][40]

Cluely’s ARR doubled in a week to $7M, founder Roy Lee says. But rivals are coming. | TechCrunch https://t.co/S495iRmBPZ ...

Core Insights - The Chinese venture capital market is at a turning point, characterized by a structural transformation and a focus on capturing opportunities amidst uncertainty [1] - The "WAVES New Era 2025" conference gathered top investors and innovators to discuss AI technology, globalization, and value reassessment [1] Investment Trends - Investors are increasingly focusing on early-stage investments in AI, with many firms actively participating in seed and angel rounds [4][5][6] - The emergence of younger founders and the rapid pace of technological change in AI are reshaping the investment landscape [9][10] Market Dynamics - The current AI startup environment is perceived as less crowded compared to previous tech waves, indicating potential for growth and innovation [33][35] - High valuations for AI startups are driven by competitive dynamics and the need for firms to position themselves within hot sectors [26][28] Investment Strategies - Investors emphasize the importance of understanding the unique backgrounds and capabilities of founders, particularly in the context of rapidly evolving technologies [14][16] - The traditional metrics for assessing product-market fit (PMF) are being reevaluated, with a shift towards more dynamic indicators that reflect the fast-paced nature of AI development [22][23] Future Outlook - The consensus among investors is that AI will continue to be a major driver of economic growth, suggesting that opportunities for startups will persist in the coming years [35] - Founders are encouraged to focus on practical execution and iterative development rather than getting caught up in long-term uncertainties [32][34]