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Perplexity ARR hit $450M, Kollab and the Shift from Task AI to Team AI
The future of AI isn’t just about making individuals faster. It’s about making organizations flow.
Apr 8
•
John Tian
4
2
Anthropic Tops OpenAI at $30B ARR, AI Insurance hit $40M ARR in 6 months
Using AI to turn traditionally manual workflows into software.
Apr 7
•
John Tian
5
2
Obsidian: $25M ARR, 8 People 1 Cat No Funding, Not Chasing AI
Selling Control, Not Notes
Apr 6
•
John Tian
5
1
Kimi ARR hit $100M, “Solo Founder+AI” Built a Business Making Nearly $300M in Profit
Legora ARR hit $100M in under 18 months from $1M
Apr 3
•
John Tian
5
2
March 2026
Vercel ARR hit $340M, the 5 Moats That Matter in the AI Era
The core judgment is simple: Is it hard to do, or hard to get?
Mar 31
•
John Tian
8
3
Under Pressure from Anthropic, OpenAI Bets on a Super App
OpenAI Is Building the AI Operating System for Your Desktop
Mar 21
•
John Tian
5
4
Fal Hit $400M ARR, OpenClaw Ignites “Gmail for AI Agents” to Build the Identity Layer for the AI Era
Infra for AI Agents is a big deal
Mar 20
•
John Tian
2
1
Deel hit $1.4B ARR in 7 years, AI SEO Bootstrapped to $5M ARR in a year
When the interface changes, distribution resets
Mar 19
•
John Tian
3
1
Lovable ARR Hit $400M, Service as Software and the AI Career Agent's 20x growth in 5 months
Conversation with AI is far more powerful than simple algorithmic matching
Mar 11
•
John Tian
4
2
Glean ARR hit $250M, Copying Plaud’s Playbook Make it Hit $27M ARR in 5 Months
Hardware as the Bait, SaaS as the Hook
Mar 9
•
John Tian
4
2
Base44 Hit $100M ARR, ElevenLabs' competitor hit $10M ARR in 12 months
Building the infrastructure for AI storytelling
Mar 5
•
John Tian
3
2
19-Year-Olds Made $100M+ from his AI Wrapper in <2 years, with 0 funding
Distribution Is King
Mar 4
•
John Tian
5
2
1
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