Enterprise DNA

Poolside

Builds its own AI models for writing software and licenses them to businesses.

Revenue
Third-party estimates of $10M to $50M for 2025 (GetLatka says about $50M). Not company-disclosed
Value
Reported $12B pre-money (Aug 2026) with a $1B investment and a $6B Nvidia licence deal (paywalled report). Another source lists $14B post-money (Oct 2025)
Based in
Paris and US
Listed
Private
Why it is winning

A reported $6B licence deal from Nvidia suggests a chip giant wants its models.

The risk to watch

The figures come from paywalled and conflicting reports, and revenue is only a third-party estimate.

Money coming in

Who pays Poolside, and for what.

  • NvidiapaysPoolsideAbout $6B licence deal and $1B investment (Aug 2026, reported)

    Licence deal for Poolside's models, plus an investment in Poolside (reported)

    newcomer.co

Money going out

Who Poolside pays to do what it does.

No suppliers of Poolside mapped yet.

Where it sits on the map

Competitors and neighbours

OpenAI

Makes ChatGPT, the assistant most people use, and sells its models to businesses through an API.

About $13B revenue in 2025, against about $34B of costs (reported)

Open profile
Anthropic

Makes Claude and Claude Code, and is strongest with businesses and software builders.

Annualised revenue run rate above $65B at the end of July 2026, reported from an investor update (Aug 2026)

Open profile
Microsoft
MSFT

Sells Microsoft 365 Copilot inside Office and Windows, and owns a large stake in OpenAI.

20M+ users (2025)

Open profile
Vercel
Supplier

Hosts web apps and runs AI Gateway, one endpoint for many model providers with no token markup.

About $340M run-rate (Apr 2026, reported)

Open profile
Bolt.new (StackBlitz)

Bolt.new lets people build and run web apps from a prompt, inside the browser.

About $40M ARR (Mar 2025, Sacra estimate). No 2026 figure found

Open profile
Cognition

Makes Devin, an AI software engineer, and owns the Windsurf coding editor it bought in 2025.

About $492M ARR in 2026 (Tech Insider). A KuCoin headline says $900M ARR. Sources conflict

Open profile
Cursor (Anysphere)

Makes Cursor, an AI code editor that writes and changes code for developers.

About $4B annualised revenue (early Jun 2026, reported). About 75% from enterprises (reported)

Open profile
Factory

Sells Droids, AI coding agents built for enterprise engineering teams.

About $60M annualised (Mar 2026, Sacra estimate), up from $5M at end 2025. The company has not published ARR

Open profile
Lovable

Lets people describe an app in plain English and then builds, hosts and edits the software.

ARR about $400M by early 2026 and $500M by Jun 2026 (company statements and press reports, dates disputed)

Open profile

Sources: newcomer.co, getlatka.com, dealroom.co

The map updates three times a week.

241 companies across 25 areas, 62 money flows and 89 openings so far. New research lands every Tuesday, Thursday and Saturday.

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