breakout list

we're making new lists of interesting companies

send nominations to [email protected]

in the meantime, here are some 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, 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