$100M/year Pinterest for AI video
Jan-Erik Asplund
TL;DR: After pivoting from mobile app to browser-based AI video aggregator, Kazakhstan-founded Higgsfield is capturing marketing agencies and e-commerce brands generating product videos and ads by bundling OpenAI's Sora, Google's Veo, and other models into curated cinematic effect galleries. Sacra estimates Higgsfield hit $100M ARR in 2025, growing 44% CMGR6, up 9x from $11M in May. For more, check out our full report and dataset on Higgsfield.
Key points via Sacra AI:
- Founded in Kazakhstan in 2024, Higgsfield launched as a mobile-native video generator for creating AI videos of yourself & friends, evolving by summer 2025 into a browser-based aggregator of third-party models like OpenAI's Sora and Google's Veo into Pinterest-like curated galleries of different cinematic effects created through prompting & model fine-tunes. Higgsfield monetizes via tiered subscriptions that each offer a number of credits which can be spent on image & video generations—Basic ($9/month, 150 credits), Pro ($17/month, 600 credits), and Creator ($75/month, 6,000 credits with unlimited generations on specific models), with higher plans unlocking more powerful models—with additional credits paid for on a usage basis.
- Finding product-market fit with marketing agencies and e-commerce brands generating video ads, product demos, and social content, Sacra estimates that Higgsfield hit $100M ARR in November 2025, growing 44% CMGR6, up 9x from $11M in May and raising at a $1B valuation as of September for a ~10x forward revenue multiple. Compared to AI image & video model aggregators Fal.ai at $95M ARR in July 2025, valued at $500M for a 5.3x multiple, and OpenArt at $20M ARR in June 2025, and to generative video foundation model lab Runway at ~$50M ARR valued at $1.5B for a 30x multiple.
- After building for marketers in the browser, Higgsfield launched an API in April 2025 to capture programmatic, high-volume developer use cases across e-commerce and ad tech as brands scale from prototype to production across thousands of product videos and localized ad variants. The AI video market is segmenting into foundation model labs (OpenAI Sora, Google Veo, Runway) racing on raw capability, integrated creative suites (Adobe Firefly, Canva) bundling video into broader workflows, and model aggregators building for specific customer segments like developers (Fal.ai, Replicate) and marketers (Higgsfield, Icon).
For more, check out this other research from our platform:
- Higgsfield (dataset)
- Fal.ai (dataset)
- Together AI (dataset)
- OpenRouter (dataset)
- Stability AI (dataset)
- Hugging Face (dataset)
- Runway vs. OpenAI
- OpenArt at $12M ARR growing 1,100% YoY
- Coco Mao, CEO of OpenArt, on building the TikTok for AI video
- GPU clouds growing 1,000% YoY
- Cristóbal Valenzuela, CEO of Runway, on the state of generative AI in video
- Cristóbal Valenzuela, CEO of Runway, on rethinking the primitives of video
- AI and the future of video
- Together AI: the $44M/year Vercel of generative AI
- OpenRouter at $100M GMV
- CoreWeave at $2B revenue
- Samiur Rahman, CEO of Heyday, on building a production-grade AI stack
- Fluidstack at $180M ARR
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