Udio
AI music generator and a rival to Suno, used to make songs from prompts.
- Listed
- Private
It competes for the same users who want to make songs with AI.
It faces the same record label lawsuits as Suno.
Money coming in
Who pays Udio, and for what.
No customers of Udio mapped yet.
Money going out
Who Udio pays to do what it does.
No suppliers of Udio mapped yet.
Where it sits on the map
Competitors and neighbours
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 profileMakes Gemini, the assistant built into Android, Search and Workspace.
25% of AI chip supply (Epoch AI)
Open profileBuilds Meta AI into Facebook, Instagram and WhatsApp, and makes the Ray-Ban glasses with EssilorLuxottica.
Sales more than tripled (H1 2025)
Open profileVoice AI for dubbing, narration and voice agents, with an API that other builders use to add speech.
About $500M ARR (Apr 2026, Sacra estimate)
Open profileAI search engine that answers questions with cited web sources, sold free and as a paid plan.
More than $750M annualised, up from under $250M at the start of 2026 (press reports, Aug 2026)
Open profileDesign app used by millions for slides, posters and social posts, with AI built in.
About $4B annual recurring revenue at the end of 2025 (company)
Open profileCompanion chat app where people talk with characters they create or find.
About $30M annualised (Jul 2025, Sacra estimate)
Open profileMakes slides, pages and websites from a prompt, sold on a free and paid plan.
Passed $100M ARR (company, late 2025). Sacra estimate $102M in Oct 2025
Open profileAI image generator used by artists and designers, sold by subscription.
About $500M in 2025 (Latka estimate)
Open profileThe 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.
Back to the full mapFree daily email
Get the map updates in your inbox
A short read every morning on what is moving in AI, including new areas of the map as they go live. Free.
You are in
Your first AI Pulse lands tomorrow morning. Keep an eye on your inbox.