Emergent says it took them 8 months to reach to this run rate.

They have even launched an app, where you can build, deploy and publish Vibe coded apps to the app store/play store.

Source: Emergent

Anthropic is currently valued at $380 Bn and India's Nifty IT sector combined value is $296.4 Bn

Nifty IT Breakdown:

• TCS – $107.4B
• Infosys – $61.2B
• HCL Tech – $43.6B
• Wipro – $24.8B
• Tech Mahindra – $16.6B
• LTIMindtree – $16.7B
• Persistent – $9.5B
• OFSS – $6.4B
• Coforge – $5B
• Mphasis – $5.2B

From January 2024 to January 2026

• January 2024 : 39.5%
• January 2025 : 24.8%
• January 2026 : 5.9%

Their market share is down from almost 40% in 2024 to below 6% in 2026

• Revenue down 15%
• Loss driven by Rs 575 Cr domicile shift Rs 771 Cr directors benefit cost

Dream Sports, the parent of Dream11, saw its operating scale decline 15% in FY25 and reported a net loss of Rs 479 crore for the year ended March 2025. This appears to be a rare loss for the Mumbai-based company, which was steered by a one-time tax cost of Rs 575 crore (tax) arising from the cross-border merger of Dream Sports INC and India’s Sporta Technologies, along with Rs 771 crore cost, which were booked against directors' benefits.

Source: Entrackr

During 9M FY26, Urban Company
service partners earned an average ₹28.3k per month (net, in hand). Earnings scale meaningfully with performance: the top 20% earned ₹42.4k, the top 10% ₹47.4k, and the top 5% ₹51.6k per month, after removing commissions, taxes, fees, travel, and product costs.

Beyond earnings, all active service partners are covered under group life and accident insurance, including life cover up to ₹10 lakh, disability cover up to ₹6 lakh, and accidental hospitalization and OPD coverage.

Source: Urban Company

Their losses over the years:

• 2019: $4.5 billion
• 2020: $6.6 billion
• 2021: $10.2 billion
• 2022: $13.7 billion
• 2023: $16.1 billion
• 2024: $17.7 billion
• 2025: $19.2 billion

$88 billion down the virtual drain

Source: Morning Brew

In China, nearly all are trading above.

Source: Manish Singh

Growth in visits from the top seven countries sending traffic to Gen AI tools in 2025 (compared to December 2024)

Japan is growing at 210%

Source: similarweb

Vibe coding has unleashed a torrent of new iOS apps in the app store.

After basically zero growth for the past three years, new app releases surged 60% yoy in December (and 24% on a trailing twelve month basis).

Source: a16z