Archive - The Signal

Harvey ARR hit $190M, A Database Built for AI(Not Human) Up 6× ARR in a Year

Pendo ARR Hit $300M

Jan 9 • John Tian

LMArena ARR hit $30M in 4 months, How a “Boring” Leaderboard Became a $1.7B AI Infra

The real moat: Network Effects

Jan 7 • John Tian

Carta ARR Hit $500M, An AI Beauty App up 14x ARR to $55M in a Year

Hearth ARR Hit $35M

Jan 6 • John Tian

$10M ARR in 3 Months, No Funding| Xiankun Wu(Kuse)

Rebuilding Notion with a NotebookLM Mindset

Jan 5 • John Tian

Mercor grew 46x in 2025, Claude Code’s Unusual Playbook and a 15× AI Research Platform

PMF must be re-earned every quarter

Jan 4 • John Tian

China’s Kimi Raises $500M— While a“Post-Code”AI Quietly Reaches $250M ARR

Kimi's Overseas API Revenue Grows 4×

Jan 3 • John Tian

December 2025

Meta’s Bet on Manus Matters for Chinese Founders, An AI Speaking App Grew 100x ARR in a Year

A small pivot drove a 540× yoy MRR growth

Dec 30, 2025 • John Tian

10×ARR in 1/2 year: Why Structuring Unstructured Data Is Exploding

Once Data Becomes Structured, Everything Can Be Automated

Dec 29, 2025 • John Tian

The 1st AI Note-Taker Surpass $100M ARR, 2 AI Fitness Apps hit $160M and $10M ARR

The Next $100M Health Companies Are Built Around Personalization

Dec 26, 2025 • John Tian

5 New Growth Rules Behind Lovable’s $200M ARR

Another AI SEO Hit $1M ARR in Just 3 Weeks

Dec 24, 2025 • John Tian

Cursor's new Acquisition Means a lot, a Vector Database Joins the 10×ARR Club

AI debugging is becoming a critical bottleneck in the AI coding workflow

Dec 22, 2025 • John Tian

Lovable raises $330M at $6.6B, The Huge Opportunity of The Missing Half of AI Video

Teaching Video to “Grow Its Own Sound”

Dec 18, 2025 • John Tian

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