The First AI-Led Venture Fund Might Arrive Sooner Than We Think
ElevenLabs ARR is hitting $300M
ElevenLabs ARR is Hitting $300M
ElevenLabs — the AI voice-generation and speech-synthesis platform — has surged to an estimated $300 million in ARR by the end of 2025, up from roughly $25M at the end of 2023.
The company has also achieved a post-money valuation of $6.6 billion, following a $100 M employee tender at that valuation in late 2025.
ElevenLabs solves the problem of high-quality, scalable voice generation, providing tools for text-to-speech (TTS), voice cloning, AI dubbing, and multimedia voice workflows that previously required expensive studio time or voice actors.
Its platform supports developers, creators, and enterprises in producing natural, expressive human-like speech in multiple languages — enabling everything from audiobooks, podcasts, and videos to customer support bots and conversational agents.
ElevenLabs now powers over 2 million conversational agents used across web, phone, and apps, and is used by a large number of Fortune 500 companies.
The company has also maintained profitability while scaling, benefiting from efficient unit economics typical of AI-native SaaS: low customer acquisition costs, high margins, and a business model combining enterprise contracts with self-serve viral adoption, reportedly nearing a 50/50 split between self-serve and enterprise revenue.
Bright Data ARR Hit $300M
Bright Data, an Israeli data-infrastructure company that provides live web data feeds, continuous indexing, and scalable data pipelines, has crossed an annual recurring revenue (ARR) of $300 million. 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.
Bright Data claims to be highly profitable, and now operates the third-largest repository of cached web pages, trailing only Google and the Internet Archive, making it one of the most significant web-data companies globally.
The First AI-Led Venture Fund just attract $200M LP interest
Using AI to gather, clean, and match information has already transformed recruiting.
Now, with AI becoming dramatically more efficient and accurate in sourcing and decision-making, the world’s first AI-led venture capital fund may be just around the corner.
I’m extremely bullish on this direction: within 24 hours of announcing, the project attracted nearly $200M in LP interest. Unlike traditional VCs, it doesn’t pitch itself. It simply makes decisions based on real-time data.
