Linear's $100M ARR vs Viral AI Assistant: Both Valued at $2.5B
steipete · x · 2026-08-27
A developer contrasted two companies both valued at $2.5 billion: Linear, which crossed $100M ARR with 177% net revenue retention, and Instinct, a viral AI assistant launched just last week, sparking questions about a potential AI bubble.
Related event: Linear vs Instinct: $2.5B Valuations Spark AI Bubble Debate(2 posts)→
More from Venture
- Frontier labs paying massive sums for proprietary data to move into verticals — sarahookr · 2026-10-15
- Frontier labs are paying obscene sums for old Slack threads as real-world data becomes the moat — sarahookr · 2026-10-15
- One $200 Claude subscription drives $30,000 in client pipeline for this creator — aryanXmahajan · 2026-10-15
- Dev bills $20,000 for an app built with $200 of Claude Code — IgorCarron · 2026-10-15
- Data Brokers Pay $100K–$2M for SaaS Datasets to Resell to AI Labs — IgorCarron · 2026-10-15
- Modal hits $1B ARR with $750M Series D at $15.75B valuation as Gemini 4 Argon lands — Latent Space · 2026-10-15