Bright Data Hit $300M ARR, The 1st AI-Native File System that Feels Like the Future
A file system designed around understanding, not storing
Bright Data, an Israeli data-infrastructure company that provides live web data feeds, continuous indexing, and scalable data pipelines, has crossed an ARR of $300M.
The company is growing at more than 50% year-over-year, with its CEO Or Lenchner projecting ARR could reach $400 million by mid-2026.
Bright Data’s core product solves a critical problem for AI and ML companies: access to real-time, high-quality web information.
Unlike static datasets, Bright Data’s infrastructure enables clients to continuously pull fresh data, which is increasingly essential to train, validate, or ground large-language models and intelligent agents.
Their platform powers more than 100 million AI-agent interactions daily, and they serve 14 of the top 20 global LLM labs as well as seven of the top 10 AI-first companies, according to their CEO.
The 1st AI-Native File System that Feels Like the Future
For decades, the file browser has been one of the most unchanged pieces of software in our digital lives.
Finder, File Explorer, Google Drive, Dropbox—the interface barely evolved from the 1990s metaphor of folders, filenames, and manual organization. It worked fine when we handled dozens of files. Maybe hundreds.
But in the age of AI, when a single creator outputs hundreds of assets a week, when knowledge workers generate spreadsheets, recordings, PDFs, and screenshots all day, this system is collapsing. We spend more time looking for information than actually using it.
So when I saw a team launching what they describe as an AI-native file operating system, I paid attention.
