AI Companies Documentation

The name of the Company.

The primary business focus of the AI company. Possible values:

• Foundation (develops their own AI models)
• Application (serves products powered by AI models, including third-party models)
• AI Cloud (renting out AI chips/compute)
• AI Vendor (sells data or other AI-related services to other companies).

The date when the company was officially established or incorporated.

Source for information on founding date.

Short description of record

The AI company. Linked field to Companies table

The as-of date for the reported revenue figure.

The classification of the revenue figure based on its scope and calculation method. Options include:

• Annual recurring revenue (ARR): revenue from recurring or predictable sources, extrapolated over the next year.
• Annualized revenue: revenue rate extrapolated from shorter periods over the next year.
• Yearly revenue: actual revenue over one year.
• Quarterly revenue: revenue for a quarter.
• Product/division revenue: revenue from a specific product line or business unit.

Revenue data other than annualized revenue/ annual recurring revenue.

Link to the primary source.

Additional source, if any.

Additional source, if any.

Type of source for the primary source. Options include:

• Company disclosure: official statement from the company or its executives
• Media report: reported in an established media outlet. This means that the information is exclusively reported in the media, usually via an insider source or documents provided to a journalist. It does not mean any fact written in a newspaper or magazine.

Notes documenting details, evidence, and evidence for the revenue estimate, including relevant quotes. documenting the reasoning and/or evidence for the revenue estimate.

Publication date for the primary source.

Metadata describing our confidence in the recorded revenue figure, as a function of the credibility of the source and specificity of the report.

• Confident: based on primary or official sources with specific figures.
• Likely: based on credible but secondary sources such as news reports with insider sources.
• Uncertain: based on a less credible source, or a reported claim with significant uncertainty.

Abbreviated note providing additional context for the graph tooltip.

Short description of record

The AI company. Linked field to Companies table

The date when the funding round was closed (completed).

The current stage of the funding round process. Options include:

• Closed: Round has completed.
• Early discussions: Reports of tentative negotiations
• Late discussions: Reports of a firm intention among the company and investors, e.g. with a settled valuation and funding amount, but the round has not closed yet.

Equity funding raised for the company, in USD. Includes convertible notes (debt that can be converted to equity), but not conventional debt. If it is a secondary share sale, the field will be equal to 0.

Debt funding raised for the company, in USD. Includes loans, credit facilities, and bonds, but excludes convertible notes (which are classified as equity funding).

The post-money valuation of the company, in USD, which includes the new money raised in a funding round.

Publication of the primary source.

Link to the source of the funding information, preferably an official announcement.

Additional source, if any.

Additional source, if any.

Metadata documenting the reasoning and/or evidence for the funding figure. Often includes direct quotes from the source that contains the funding figure.

Type of funding. Options include:

• Primary - typical funding round where the company sells equity (shares) in exchange for money.
• Secondary - major sale of existing shares, such as employee shares. This does not lead to more funding for the company.
• Debt - Funding via borrowing money rather than selling equity.

Metadata describing our confidence in the recorded funding figure, as a function of the credibility of the source and specificity of the report.

• Confident: based on primary or official sources with specific figures.
• Likely: based on credible but secondary sources such as news reports with insider sources.
• Uncertain: based on a less credible source, or a reported claim with significant uncertainty.

Abbreviated note providing additional context for the graph tooltip.

Ad hoc checkbox to exclude data points from our main visualization, usually due to incomparability with other data points. This is not necessarily the only filtering logic in our graph view.

Short description of record

The AI company. Linked field to Companies table

The number of employees or staff.

The scope or category of employees included in Staff Count. Options include:

• Full company: count of full-time, permanent staff for the entire company
• Full AI division: count of full-time, permanent staff of the company’s primary AI division, where the company is not a “pure-play” AI company
• Division/role: staff count in one company division, or one type of role
• Contractors: part-time or non-permanent staff, e.g. data contractors

The specific division the staff count corresponds to, if applicable, further contextualizing the staff count if the Type is not Full company.

As-of date for the staff count information.

Publication date of primary source.

Link to primary source.

Additional source, if any.

Type of source for the primary source. Options include:

• Company disclosure: official statement from the company or its executives
• Media report: reported in an established media outlet. This means that the information is exclusively reported in the media, usually via an insider source or documents provided to a journalist. It does not mean any fact written in a newspaper or magazine.
• Other: This can include reports from non-executive employees, or other evidence.

Metadata documenting the reasoning and/or evidence for the staff count estimate. Often includes direct quotes from the source that contains the staff count information.

Metadata describing our confidence in the recorded staff count figure, as a function of the credibility of the source and specificity of the report.

• Confident: based on primary or official sources with specific figures.
• Likely: based on reliable but secondary sources such as credible news reports.
• Uncertain: based on a less credible source, or a reported claim with significant uncertainty.

Abbreviated note providing additional context for the graph tooltip.

Short description of record

The AI company. Linked field to Companies table

The number of users for the company’s AI-related product(s)

The time period (Daily, Weekly, or Monthly) over which the reported active users metric is measured. Note that it is not possible to calculate e.g. daily active users from monthly active users or vice versa, while messages or tokens per period can be normalized into different time periods.

Daily user-sent messages, queries, requests, etc. Can be normalized from a report of weekly or monthly messages.

Daily input and output tokens processed. Can be normalized from a report of weekly or monthly tokens.

The specific product or service, if any, that this usage report applies to. Includes subscription tier, if relevant.

As-of date for the information in the report.

Publication date of the primary source.

Link to the primary source of the usage information.

Additional source, if any.

Type of source for the primary source. Options include:

• Company disclosure: official statement from the company or its executives
• Media report: reported in an established media outlet. This means that the information is exclusively reported in the media, usually via an insider source or documents provided to a journalist. It does not mean any fact written in a newspaper or magazine.
• Other: alternative sources such as credible third-party estimates.

Metadata documenting the reasoning and/or evidence for the usage estimates. Often includes direct quotes from the source that contains the information.

Metadata describing our confidence in the recorded figure, as a function of the credibility of the source and specificity of the report.

• Confident: based on primary or official sources with specific figures.
• Likely: based on reliable but secondary sources such as credible news reports.
• Uncertain: based on a less credible source, or a reported claim with significant uncertainty.

Abbreviated note providing additional context for the graph tooltip.

Ad hoc checkbox to exclude data points from our main visualization, usually due to incomparability with other data points. This is not necessarily the only filtering logic in our graph view.

Short description of record

The AI company. Links to AI Companies table.

The category or type of spending being reported. Options include:

• Inference cloud compute: cloud compute spend for running models to serve users.
• R&D cloud compute: cloud compute spending for research, development, and model training.

The time frame or reporting period to which the spending amount corresponds to.

Link to the primary source of the information.

Additional source, if any.

Additional source, if any.

Type of source for the primary source. Options include:

• Company disclosure: official statement from the company or its executives
• Media report: reported in an established media outlet. This means that the information is exclusively reported in the media, usually via an insider source or documents provided to a journalist. It does not mean any fact written in a newspaper or magazine.
• Other: alternative sources such as third-party estimates.

Metadata documenting the reasoning and/or evidence for the reported compute spend. Often includes direct quotes from the source that contains the information.

The as-of date of the reported figure. For annual spending, this uses the last date of the year.

The date when the primary source was published.

Metadata describing our confidence in the recorded figure, as a function of the credibility of the source and specificity of the report.

• Confident: based on primary or official sources with specific figures.
• Likely: based on reliable but secondary sources such as credible news reports.
• Uncertain: based on a less credible source, or a reported claim with significant uncertainty.

Ad hoc checkbox to exclude data points from our main visualization, usually due to incomparability with other data points. This is not necessarily the only filtering logic in our graph view.