AI video market map: 137 companies across 10 layers, platforms not models are the busiest
FinanceYF5 · x · 2026-11-06
A 2026 AI video market map covers 137 companies across 10 layers. The key finding: the most crowded layer isn't the models but the 34 creation platforms wrapping them — Higgsfield alone is at $700M annualized revenue, close to fal's $800M for serving the models underneath.
By layer:
- Big-tech models (13): Google Veo, ByteDance Seedance, Kling ($500M ARR for Kuaishou in Q1 2026); OpenAI shut down Sora in March
- Independent models (12): Runway ($5.3B val.), Luma ($4B), Vidu ($2B+) — surviving on one thing done best: camera control, character consistency, live-action edits
- World models (4): World Labs ($5B), Decart ($4B), Odyssey ($1.45B), Google Genie 3 — a world you walk into, not a clip you watch
- Inference APIs (9): fal ($800M annualized), Replicate, Runware — one endpoint, hundreds of models, billed by the second
- Creation platforms (34): led by Higgsfield ($700M)
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