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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, 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 - surge, invisible, pareto, prolific
and then there's the cool robotics cos -- pre-PMF but interesting -- 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