---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38479877.md"
description: "Seeing ARK's data is quite shocking. AI startups in the primary market that have not yet gone public show astonishing growth potential, with annual recurring revenue (ARR) reaching $100 million in just 1-2 years. Traditional SaaS vendors take 3-5 years to achieve such growth through seat-based pricing models. The duration for AI Agents to reliably complete tasks has increased 5-fold within a year (from 6 minutes to 31 minutes). Work that originally required 100 Seats may now only need 10 people plus a group of Agents, rendering the seat-based valuation model for SaaS companies obsolete.Startups in the primary market are grabbing market share from mature companies in the secondary market through productivity leaps, which is the core reason for the widespread decline of software stocks."
datetime: "2026-02-05T02:45:15.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38479877.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38479877.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38479877.md)
author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
---

# Seeing ARK's data is quite shocking. AI startups i…


## Comments (3)

- **Frank · 2026-02-05T03:23:31.000Z**: ARM CEO Rene Haas described the recent market sell-off of software companies as "micro-hysteria." "In terms of enterprise AI deployment, we are still far from where it should be." "Programming is not a major application affecting global GDP. I think people may have confused many 
  - **lyhalfway** (2026-02-05T03:26:17.000Z): Market sentiment is irrational, and the chip sell-off triggered by deepseek last year was similar
- **輸棟樓的韭菜 · 2026-02-05T02:51:45.000Z · 👍 3**: The core issue is that when the market believes the original valuation model has failed, no matter how much short-to-medium-term performance you present, it's useless.You are forced to prove: AI is an enabler rather than a stumbling block for your development. And this act of self-justification is e