Runway's valuation growth over time

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> raised $315M at $5.3B valuation (Series E); $860M total funding since 2018 founding

> captured 18% of 2025’s total $3.1B global AI video funding

> Runway Gen 4.5 (Dec ’25) last major release - currently #5 on Artificial Analysis text-to-video leaderboard

> ARR reportedly upto $300M (vs $265M expected by 2025-end)

> outperforms Gemini 3 on several boards, but trails GPT 5.2 & newly released Claude Opus 4.6 & GPT 5.3 Codex

> performance remains near-frontier as #1 open-source model on select benchmarks

> China estimated 6-7 months behind US (DeepMind CEO; Epoch AI)

> DeepMind CEO also called DeepSeek response "massive overreaction" but acknowledged as impressive

> however, China still leading in open models

> Zhipu stock +34% post-release following January IPO

> Microsoft leads enterprise AI penetration (a16z)

> claim 65% enterprises prefer existing software vendors over AI-native labs

> preference driven by trust, existing tool integration, simpler procurement - although frontier labs rapidly expanding enterprise integrations

> foundational model providers gaining share quickly; 40% increase in enterprises trusting & hosting with them