5 Companies Winning the AI Race

In Today’s Cloudbites:

🤖 This platform lets you invest in AI companies pre-IPO

🔍 The AI Race: What’s Happening Right Now

🏆 5 AI Companies Winning the AI Race

☁️ Online Cloud & AI Events to Look Forward to

Read time: 5 minutes

Hi friends, welcome back to Cloudbites

In this newsletter, we break down what’s happening in the AI race right now and which companies are actually winning long-term.

You’ll learn how to think about AI companies beyond hype, and what really matters when evaluating them.

Plus, we’ll discover a way to invest in AI companies before they go public.

🤖 This platform lets you invest in AI companies pre-IPO

Most people think the only way to invest in AI Companies is by waiting for them to go public, but you can get exposure way earlier.

Jarsy is a Silicon Valley–founded investment platform that provides access to private technology companies before they go public.

Most people only get exposure once a company is already listed, but Jarsy lets you invest in your favourite AI companies as early as today.

This means instead of waiting years for an IPO, you can access companies that are still in their growth phase.

Check out Jarsy for yourself.

CLOUD COMPUTING ☁️

🔍 The AI Race: What’s Happening Right Now

OpenAI. Anthropic. Cursor, and Notion…

There are a lot of AI & AI-powered companies right now. Which of these companies will win the AI race?

Many of us have looked back at tech giants like Apple or Amazon and daydreamed about what it would be like if we had known to invest in them earlier.

With the rise of AI, a much larger opportunity is unfolding right in front of us.

Companies can survive the AI hype, based on 3 important factors:

1. Real-world usage

2. Strong ecosystem

3. Realistic path to revenue

🎥 Watch the full breakdown:

🎥 Check out my video on 5 Companies Winning the AI Race (And How To Invest Early), where I’ll be walking you through the 5 companies best-positioned to win long-term.

🏆 5 AI Companies Winning the AI Race

Here are the 5 AI companies that are best-positioned to survive the hype:

1. Anthropic, PBC (JANTH)

Anthropic was founded by former OpenAI execs who wanted to take a different approach, prioritising safety and reliability over just moving fast.

Anthropic is not chasing consumer hype, it is laser-focused on enterprise customers, who compound their revenue over time.

Anthropic is currently valued at around $350 billion with over 300,000 business customers.

2. Anysphere Inc. – Cursor (JANY)

Cursor has been incredibly popular in the developer community. It’s an AI-powered editor designed to ship code faster.

Cursor is growing entirely through word-of-mouth. Instead of blasting ads or traditional marketing, it is running hackathons, launching ambassador programs, & recruiting campus leads.

Cursor is valued at $29.3 billion, and has just crossed over $1 billion in annual revenue.

3. Databricks Inc. (JDATA)

Databricks is a Data and AI platform that helps companies manage massive amounts of data & build ML models. They're deeply embedded in enterprise data workflows.

They're not trying to convince companies to use AI, they're already the platform those companies are building with.

Databricks is valued at around $134 billion with over $4.8 billion in revenue, growing more than 55% year-over-year. 

4. Notion Labs Inc. (JNOTE)

Notion rebuilt its AI system to include autonomous agents that can execute entire workflows for you.

They're not trying to convince people to use some new AI product, their users are already there, they're just getting AI built directly into the tool.

Notion is valued at around $11 billion with 100 million users and over $500 million in revenue.

5. Perplexity AI, Inc. (JPEPX)

Perplexity is reimagining search with AI, it gives you a direct answer with sources.

They've started sharing 80% of their subscription revenue with publishers whose content gets used, which encourages publishers to actually use the platform.

Perplexity is valued at around $20 billion, with 22 million active users and nearly 780 million queries per month.

Conclusion

What makes these different from the hundreds of AI startups out there is that they're not just riding the hype.

They've got real users, paying customers, and they're solving actual problems that businesses are willing to pay for.

ARTIFICIAL INTELLIGENCE (AI) 🤖

☁️ Online Cloud & AI Events to Look Forward to

#1 2026 Cloud Security Summit [Feb 20, 2026]

A virtual cloud security summit covering current attack patterns, vulnerabilities, and best practices to secure modern cloud environments.

Click here to register.

#2 AI & Big Data Expo Global [Feb 4-5, 2026]

A major AI & data conference covering enterprise AI, generative models, data ecosystems, machine learning, and more.

Click here to register.

#3 Multi-Agent AI for Claim Processing & Fraud Detection [Feb 26, 2026]

A live demo on building multi-agent AI workflows for claims automation & fraud detection, with best-practice deployment options for cloud architects.

Click here to register.

THAT’S A WRAP

Thanks for reading! 😊

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