Bessemer Venture Partners – State of AI
Summary
The main theme: Analysis of the current state and future trends in the field of artificial intelligence (AI).
Key findings: AI startups show varying growth rates, with "AI Supernovas" reaching $100M ARR in 1.5 years and "Shooting Stars" in 4 years. Browsers are becoming the dominant interface for agent AI, potentially leading to new "browser wars." The year 2026 is forecasted as the year of generative video, with expected mass adoption and market structure changes. Data valuation and lineage will become critically important for AI product development.
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