AI Economy
Decoder

Tracking the revenue behind the AI boom. Click any company to see what the numbers mean.

Company โ–ผ Category โ–ผ ARR ($M) โ–ผ YoY โ–ผ Val / ARR โ–ผ Valuation โ–ผ

Methodology

Data Sources

ARR figures compiled from public earnings reports, fundraising announcements, and credible third-party estimates (The Information, PitchBook). Valuations reflect most recent known funding round. Last updated March 2026.

Compute Layer

Token throughput estimated from ARR ÷ blended token price. GPU counts assume H100-equivalent at ~150 tok/s. These are rough order-of-magnitude estimates โ€” actual utilization, model mix, and batch sizes vary significantly.

Application Layer

Seat counts estimated from ARR ÷ (monthly price × 12). Human salary benchmarks from BLS and Glassdoor. Price-to-salary ratios show AI tool cost relative to the role it augments โ€” not a replacement ratio.