Anthropic Vs. OpenAI
TL;DR: Claude 3.5 Sonnet has Anthropic's API business surging, hitting a Sacra-estimated $664M ARR this year (up 5x this year to date) and...
93 Views
Cerebras At $250M
TL;DR: Sacra estimates that Cerebras generated $250M of revenue in 2023, up 200% year-over-year, their growth accelerating with the rise in AI...
95 Views
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...
107 Views
GPU Clouds Growing 1,000% YoY
In Sacra Insights, our members-only newsletter, we’ve been writing about GPU clouds CoreWeave, Lambda Labs, and Together AI—three of the fastest...
99 Views
Together AI: The $44M/year Vercel Of Generative AI
TL;DR: Sacra estimates that Together AI hit $44M in annual recurring revenue (ARR) in April with their developer experience-centric layer built on...
152 Views