Runway signed major Japanese enterprise deals without a local entity, Japan now its 3rd-largest market

c_valenzuelab · x · 2026-09-18

An analysis of how video-generation AI company Runway broke the standard playbook of setting up a local entity and hiring a country manager before entering Japan, yet still signed deals with multiple large Japanese enterprises — Japan is now its third-largest market worldwide.

The author argues AI has shortened the shelf life of business strategy: what worked six months ago can suddenly become obsolete, while previously impossible businesses can turn viable overnight. Runway's edge is rewriting its own premises every two to three months.

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