Moonshot Surpasses $300M in ARR
deedydas · x · 2026-07-18
The post claims that Moonshot (Kimi) has an Annual Recurring Revenue (ARR) exceeding $300 million, approaching the $400 million mark.
Replies also provide a rough breakdown of several independent AI labs and two major tech labs in China:
- 5 independent labs (Moonshot, DeepSeek, Zhipu, Kuaishou, Minimax)
- 2 major tech labs (ByteDance, Alibaba)
The author concludes that the combined ARR of these Chinese AI labs is approximately $2.6 billion. While independent labs still trail behind the top two major tech labs, four of them have already secured spots in the global top 25 AI companies by revenue.
More from Venture
- Revolut founder Storonsky: investor pushed me to fire my best engineer, so I removed all VCs from the board — ctjlewis · 2026-10-27
- Anthropic officially files S-1 registration statement with SEC for proposed IPO — TinfoilTricorn · 2026-10-27
- YC F26's EveryApp wants to open-source every business app; OpenSEO already at 24k stars — ycombinator · 2026-10-27
- Gary Marcus asks why Anthropic couldn't legally disclose Q3 numbers in its S-1 filing — GaryMarcus · 2026-10-27
- Gary Marcus flags Nov 11-15: Anthropic's Q3 S-1 update and earliest IPO window — GaryMarcus · 2026-10-27
- Kimi K3 Is 'Open' Until You Succeed: License Caps Free Use at $20M Revenue — alex_verem · 2026-10-27