Runway Tops $100M Q3 ARR as Co-CEO Co-Writes Essay on World Models
tlakomy · x · 2026-10-13
Packy McCormick co-wrote a 35+ page Not Boring essay with Runway co-CEO Anastasis Germanidis laying out the company's world-model thesis. Key points:
- Business: Runway posted its biggest quarter yet with over $100M ARR in Q3, and shipped multiple new models and model types in six weeks.
- Core thesis: Video models are like peek-a-boo teaching object permanence — predicting the next token requires understanding the reality behind it (Ilya Sutskever's point); swap tokens for frames and you get Runway's approach.
- Roadmap: The essay connects video, interfaces, operating systems, and robotics as steps toward world models, and asks whether Germanidis believes we live in a simulation.
Note: the essay is part of a paid sponsorship partnership between Not Boring and Runway.
Related event: Runway Tops $100M ARR, Lays Out General World Model Vision(4 posts)→
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