Post by Arfur Rock on X
Arfur Rock@ArfurRock
XOpenEvidence raising $250M at $12B.
$150M RR on just ads, +3x from August. On <1M users.
Resulting in 90% GM, inclusive of all compute.
2026 will be the year AI ads cross the rubicon.
If you're building an AI app figure out your ad strategy ASAP. You'll be behind without.
633 likes37 repliesPosted Dec 12, 2025