Saman | AI

We’re on track to hit $2B in annualized run rate in the next 3 months. We crossed $1B and got faster. In October we hit $1.35B. Higgsfield is the third-largest independent, private AI-native company by annualized revenue, behind only Anthropic and OpenAI. When they go public, Higgsfield becomes the largest AI-native company still private. AI video is going to be a trillion-dollar market. This is only the beginning.

Jensen is irreplaceable for America’s AI leadership. In 5G, the US had to play defense against China’s Huawei. In AI, it’s the opposite. NVIDIA leads, and now China is trying to end its reliance on NVIDIA. Jensen laid the foundation for modern AI 20 years ago. By the time the world realized what AI was, the entire ecosystem was already built on NVIDIA. And this goes beyond just hardware. In 2006, NVIDIA put CUDA software on regular gaming cards so they could do more than graphics. Investors called it a mistake, until AlexNet proved it was the future. Competitors might clone hardware, but they can’t just replace 20 years of code, tools and developer knowledge. The board’s investigation must establish the facts. And as it does, we should remember what Jensen has built. As he put it, America should have “the first, the most, and the best.” Few people have done more to make that true.

We’re on track to fundamentally rewrite the economics of AI video. Miracle is our proprietary technology for pixel-level video editing, with real-world knowledge built in. In short, it breaks video into editable layers and applies precise, local changes in real time. There’s no more need to regenerate the entire shot. The goal is simple: end the chokehold that legacy software has on creators.