Tipalti ARR Hit $200M, Sequoia Is Betting on AI Recruiting that hit $10M ARR with 4 people
ChatGPT's Pulse Signals the Future of Proactive AI
Tipalti ARR Hit $200M
Tipalti is a leading AI-powered finance automation platform. Its core offering is an integrated platform that automates accounts payable, global payments, procurement, supplier management, expense management, and treasury workflows.
Its AI enhancements—including the Tipalti AI Assistant and “agentic” capabilities—help automate mundane tasks like invoice capture, approvals, reporting, tax form processing, and purchase request generation, while still allowing financial teams to review or override decisions.
These features aim to reduce errors, speed up workflows, and surface deeper financial insights.
It has just crossed the $200M ARR mark and secured $200 million in growth financing, led by Hercules Capital, to further fuel AI innovation and global expansion.
Its customer base has grown by 30% year-over-year, now serving over 5,000 global companies, including clients like Calm, Udemy, AG1, and AppLovin.
Tipalti also processes $75 billion in annualized payment volume, marking a 30% YoY increase, which reflects the breadth of usage across its platform.
ChatGPT’s Pulse Signals the Future of Proactive AI
ChatGPT today introduced a new feature called Pulse, a big step toward Proactive AI.
Currently available only to Pro users, Pulse enables ChatGPT to conduct asynchronous research (even when you’re not actively chatting with it) and then deliver personalized, relevant updates and suggestions the next day.
Pulse combines your chat history, memory, and integrations with third-party apps (like your calendar or Gmail) to surface the most meaningful information for you.
The goal is to transform ChatGPT from a reactive “Q&A bot” into a proactive assistant that prepares in advance, giving you timely insights and nudges.
As OpenAI describes it: instead of endless scrolling, Pulse delivers a single, curated daily digest. Updates expire the same day unless you save them into a chat or engage with them, in which case they become part of your history.
This design is deliberate. Unlike social media feeds that encourage you to scroll endlessly to kill time, Pulse aims to save time — more like a personalized morning briefing that becomes smarter as it learns from your feedback.
Why Pulse Matters
OpenAI’s own usage research has already revealed that 73% of ChatGPT users are now using it outside of work contexts. That lays the groundwork for deeply personalized information delivery.
Once combined with your personal data and app integrations, ChatGPT could eventually know you better than anyone else — whether in work or life — making it a true personal assistant.
OpenAI frames Pulse as the first step toward a new paradigm of AI interaction. In the future, Pulse will connect to more services (task managers, notes, email, social feeds, data sources), allowing richer context.
Imagine real-time, just-in-time nudges: before a meeting, when a deadline looms, or when you arrive at a specific location. Beyond reminders, Pulse may even take actions on your behalf (with your permission), like drafting emails, scheduling events, or automating workflows.
Over time, with user feedback, Pulse will become more personal and OpenAI may tune its underlying models for proactive assistance. The broader arc is clear:
ChatGPT is evolving from a tool you query to a silent partner that accelerates your work and ideas.
Interestingly, while OpenAI pushes further down this proactive-consumer (ToC) path, many Chinese model companies are shifting toward Anthropic-style “safety-first” positioning. Different roads, different outcomes.
Sequoia US Is Betting on AI Recruiting which hit $10M ARR with 4 people, while HSG(Sequia China) is also betting on a similar one
This shift toward AI finding information for you ties directly into one of the hottest verticals right now: AI recruiting Platform.
Last week, I wrote about a three-person team building a “mini-Mercor” that hit nearly $4.5M ARR in just a year.
Now, another small team is scaling even faster. They have already crossed $10M ARR in 2 years, growing more than 10x in the past year — with founders who, like many in this wave, dropped out of college to pursue the idea.
