Runway added more than $40M in net new ARR so far this quarter, and we're less than halfway through. The biggest growth period in the history of the company.
Generative video has hit its inflection point. Enterprises like Amazon and Robinhood are using Runway daily to reshape how they tell stories and reach customers, on our frontier video and world models.
Thank you to our team and our customers. The best is yet to come.
Everyone talking about how much smarter+stronger computers are becoming and not enough about how much smarter+stronger humans are getting. Especially with developments in things like peptides. Market willingness to do injection at home opens massive new market. There will be products sold here with LTVs way >$1m pp.
Was stuck in abu dhabi/dubai for last week. Felt very safe, hard to explain. UAE is massive part of the future. If you haven’t been to see for yourself, go.
1/ Every creative medium starts as slop.
Over time, the tools improve, new creators rise, and new platforms reshape culture.
Here’s 20 years of that cycle, from blogs to AI, explained in charts and visuals 👇