breakout list

breakout list hasn't been updated in AGES. it's been STAGNATING.

if you aren't familiar with BL, it used to be great. doordash was picked for the list at ~60 employees (now $90B public co), slack at 100 employees, affirm at 35, gusto at 50, robinhood at 15, coinbase at 50, instacart at 40.

now i'm thinking about a new list

here's some notes. and in the meantime, feel free to dm me questions, thoughts, suggestions, requests, recommendations etc -> @chrisbarber

right now you can have a lot of influence over the direction BL takes

companies i find interesting

this isn't the breakout list, just some scratch notes

ridiculous revenue growth - the ai coding flock. cursor especially. clear leader so far. but i'd watch zed. and then lovable, bolt, augment code, devin etc are interesting

mega obvious big ones that are still worth joining - openai, anthropic, google deepmind, runway

as a subset of the ai coding flock there's the whole autonomous engineer flock, seems to be growing slower than cursor though - devin, factory, etc

bootstrapped, profitable, quite non traditional, join if it's a great fit for you - midjourney

also doing well - together ai, openrouter, modal, eleven labs, recall ai, fal, cartesia, heygen, extend, speak, poe, suno, recraft, lindy, opus, lambda, crusoe, runpod, etc

oh and the data labeling cos - scale, but also surge, invisible, pareto, prolific

and then there's the cool robotics cos -- they don't have PMF but they are cool -- 1x, pi, agility, prosper

and some robotics cos with pmf like matic

other quick growth - granola, wispr flow

there's lots of smaller bootstrapped ones doing 1mm+ too, like the ai headshot apps, ai roleplay chatbots, handful of vertical specific transcription apps, small gpu clouds, that kinda thing

what lists would you want?

who should i ask for help from?

other ideas

(ps i also made a cool emotional regulation tool, people use it to help their partner/kids/friends process big emotions. learn it here. i'm obsessed with that, so if you have suggestions for podcasts to teach it on, or ideas on how to integrate it with BL stuff, lmk)

a friend said "i think gut reaction is id like the new company list the most, and would like deeper dives on the prominent companies in the list with arguments on why u should join. like if each company had linked interviews with founders, employees, growth rate, etc that would be dope. and also in general folding in advice on tech careers in the new ai era throughout" - how do your preferences differ? dm or email me