
Runway
They bet Hollywood would be late to AI. They were right.
- Size
- Growth (51-500)
- Stage
- Series E
- Last valuation
- $5.3B
- Raised
- $860M
Runway built generative video tools while studios were still debating whether AI was a threat. Now every creative team is scrambling to catch up.
2 mentions across our dossiers
“Runway is fine (€900m cash + customer-funded capex + 2027 hybrid refinanced), so this is a return-on-capital question, not a survival question.”AT&S · TRADE · from AT&S’s dossier
Company details
| Industry | AI & Machine Learning |
| Size | Growth (51-500) |
| Funding | |
| Stage | Series E |
| Valuation | $5.3B |
| Raised | $860M |
| Lead investors | General Atlantic |
| Website | Visit Runway |
Others in the same industry
5 namesWhere Runway sits against the other names we cover on this beat. Each line is that company’s verdict, not a summary of it.
Amazon (AWS)
AMZNThe 2026-07-30 print settled four of the five questions the prior dossier said it could
Cash $78.2B
Meta AI / FAIR
METAThe bear case arrived a year early and the bull case grew a new leg in the same quarter
Cash $90.3B
Meta Platforms
METAThe buildout stopped being paid for by the ad business and started being paid for by the capital markets
Cash $90.3B
Alphabet
GOOGLThe market spent two years pricing Alphabet as the AI loser; FY2025 (+15% op income, Cloud margin to 24%, Gemini at 750M users, the antitrust gun most…
Cash $55.9B
Palantir
PLTRA genuinely great business priced as a perfect one
Cash $2.0B