Private Markets, Angel and Secondary Investing, Sacra

Sacra

Private Markets, Angel and Secondary Investing

Bringing transparency to private markets so investors, founders, and employees can build on conviction. Sacra delivers deeply researched insights on the private companies shaping tomorrow's markets. By surfacing the data, context, and operator perspective that are missing from private markets today, we help secondary buyers and sellers price equity accurately and unlock liquidity for the people building these businesses.

Private Capital Markets

<ul><li>At least the applications where businesses are using AI avatars today are where it's like training content.</li><li>The upshot is that there's going to be way, way more video in general.</li><li>They'll find the margin they want and keep lowering prices to enable more use cases.</li></ul>

At least the applications where businesses are using AI avatars today are where it's like training content.The upshot is that there's going to be way, way more video in general.They'll find the margin they want and keep lowering prices to enable more use cases.

Chris Savage, CEO Of Wistia, On The Economics Of AI Avatars

<ul><li>Salespeople were early adopters and that market continues to grow.</li><li>We definitely see this being an absolutely massive area.</li><li>Our approach generally is that we&#39;re experts on the model and our developer customers come to us to get the bleeding edge of video models.</li></ul>

Salespeople were early adopters and that market continues to grow.We definitely see this being an absolutely massive area.Our approach generally is that we&#39;re experts on the model and our developer customers come to us to get the bleeding edge of video models.

Hassaan Raza, CEO Of Tavus, On Building The AI Avatar Developer Platform

<ul><li>Sacra estimates that HeyGen hit $22M in annualized recurring revenue (ARR) in May, up 1024% year-over-year.</li><li>Synthesia and HeyGen’s early pivots into enterprise have allowed them to largely avoid the AI prosumer trap that slowed the growth of Jasper and Copy.ai, with 70% of Synthesia’s revenue coming from enterprise deals.</li><li>While HeyGen and Synthesia build end-user SaaS, Tavus is building APIs and developer tooling around their own custom models to make AI talking heads a native feature of every SaaS product.</li></ul>

Sacra estimates that HeyGen hit $22M in annualized recurring revenue (ARR) in May, up 1024% year-over-year.Synthesia and HeyGen’s early pivots into enterprise have allowed them to largely avoid the AI prosumer trap that slowed the growth of Jasper and Copy.ai, with 70% of Synthesia’s revenue coming from enterprise deals.While HeyGen and Synthesia build end-user SaaS, Tavus is building APIs and developer tooling around their own custom models to make AI talking heads a native feature of every SaaS product.

<ul><li>The consumer success of ChatGPT galvanized B2B SaaS teams—especially those building in AI’s “kill zone” like Intercom with customer support—to rewrite their product roadmaps around GPT-4.</li><li>B2B SaaS as an industry has lost alignment with buyer CFOs who increasingly find “blanket, per-seat plans a much harder pill to swallow,” Brex CFO Ben Gammell said.</li><li>AI brings B2B SaaS “back to the world of automating outcomes”—in Intercom co-founder Des Traynor’s words—by pushing companies towards charging on usage-based value metrics rather than on seats alone.</li></ul>

The consumer success of ChatGPT galvanized B2B SaaS teams—especially those building in AI’s “kill zone” like Intercom with customer support—to rewrite their product roadmaps around GPT-4.B2B SaaS as an industry has lost alignment with buyer CFOs who increasingly find “blanket, per-seat plans a much harder pill to swallow,” Brex CFO Ben Gammell said.AI brings B2B SaaS “back to the world of automating outcomes”—in Intercom co-founder Des Traynor’s words—by pushing companies towards charging on usage-based value metrics rather than on seats alone.

United States

Video generation tool for creating AI avatar videos for training and sales outreach

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HeyGen (HEYGEN US)

Chris Savage, CEO Of Wistia, On The Economics Of AI Avatars

What’s the big use case that you see driving adoption of AI avatars or talking head videos...

Sacra

Hassaan Raza, CEO Of Tavus, On Building The AI Avatar Developer Platform

What’s the big use case that you see driving adoption of AI replicas or talking head videos...

Sacra

AI Talking Heads Growing 1024%

TL;DR: Sacra estimates that HeyGen hit $22M in annualized recurring revenue (ARR) in May, up 1024% year-over-year, as AI-generated talking head...

Sacra

How AI Is Transforming B2B SaaS

Intercom, Zapier and Brex have each made "bet the company" moves into AI...

Sacra

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