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How AI startups are scaling revenue 'faster than any other companies in cloud history' - and what's next

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Bessemer Venture Partners

ZDNET's key takeaways

AI startups are reaching revenue milestones faster than ever.

A new, AI-native social media giant could emerge.

Startups must be ready for lots of acquisition interest

In its annual overview of artificial intelligence (AI), venture capital firm Bessemer Venture Partners on Wednesday said that startups it funds -- such as Anthropic, Perplexity, and Canva -- are reaching meaningful turning points in their revenue faster than at any other time in the history of the firm's financing of startups.

"AI-native businesses are scaling from $0 to $100 million in ARR [Annual Recurring Revenue] faster than any other companies in cloud history," write lead author Kent Bennett and team in an accompanying essay.

Also: Will AI replace all software? Why GPT-5 emboldens the doomsayers

"It's the highest number of hyper-growth startups we have ever seen."

AI supernovas and shooting stars

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