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ai morning #25 — eleven startups at $500m revenue, and a font that blinds every frontier model
Eleven AI startups outside the big labs have crossed $500M+ annual revenue run rate at the same time. The same morning, a developer built a human-readable font that every frontier vision model fails to decode. That exposes a systematic capability gap hitting OCR pipelines and document agents hard.
Marcus walks through what happened, why the eleven-company revenue list changes how builders should think about market validation, and what it means for founders still deciding which problem to solve.
In this episode:
00:00 Intro
01:32 11 startups at $500M revenue — at once — Lovable, ElevenLabs…
The skinny
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