They bet Hollywood would be late to AI. They were right.
Runway built generative video tools while studios were still debating whether AI was a threat. Now every creative team is scrambling to catch up.
| Industry | AI & Machine Learning |
| Size | Growth (51-500) |
| Funding | |
| Stage | Series E |
| Valuation | $5.3B |
| Raised | $860M |
| Lead investors | General Atlantic |
| Website | Visit Runway |
Where Runway sits against the other names we cover on this beat. Each line is that company’s verdict, not a summary of it.
The 2026-07-30 print settled four of the five questions the prior dossier said it could
Cash $78.2B
The bear case arrived a year early and the bull case grew a new leg in the same quarter
Cash $90.3B
The buildout stopped being paid for by the ad business and started being paid for by the capital markets
Cash $90.3B
NOT ASSESSED — this is a pre-print evidence refresh, not a call.
A genuinely great business priced as a perfect one