[kemyd]

My guess is they had to sell to keep the lights on (similar to Windsurf).

They’re reportedly at ~$100M ARR, implying about $8.3–8.5M in monthly revenue (ARR = last month * 12).

At the same time, they claim to have processed 147T+ tokens. For context, pricing that volume on something like Sonnet 4.5 would come out to roughly $500M in API costs. They likely offset a chunk of that with open models, but for higher-quality outputs, they’re still paying meaningful amounts to Claude / OpenAI / Google.

Hard to make those numbers work without a lot of capital or an exit.

[poly2it]

Is that input or output tokens or both? That number sounds quite extreme. Maybe they include input tokens from deep research? That could be tens of thousands of input tokens into a cheap model per task, for example.