MRR Ledger Weekly
Sample issue for 2026-10-16 (changes since 2026-10-10). Built automatically from the dataset and change log, so every figure has a source.
Subject line: Clay hit $200M ARR (reported) (up from $100M in Dec 2025), plus 34 new businesses. Email delivery is not live yet: join the waitlist or follow RSS. Machine copy: /api/v1/newsletter.json.
Business of the day
Anthropic Project Vend (Claudius)
Claudius (Claude) priced inventory, ordered stock via helpers, talked to customers on Slack, and ran mini-fridge shops—later with CRM, CEO agent, and merch agent Clothius.
revenue not public
- Helpfulness training makes agents easy to talk into unprofitable discounts.
- Scaffolding (CRM, procedures, price visibility) mattered more than model alone.
New on the ledger (34)
- Consio: AI phone platform for Shopify merchants: inbound voice agents that answer, guide checkout and route high-intent callers, plus outbound calling. $1M annualized, ARR, as of 2026-01-26 · Consio (company LinkedIn post)
- Pakistan LawBot: AI legal assistant for Pakistani law: research statutes and judgements, analyze documents, draft filings, and hand off to verified lawyers. $2.2K annualized, MRR × 12 (estimate), as of 2026-10-16 · TrustMRR (Stripe-verified)
- Artisan: AI employees for GTM — Ava, an autonomous AI BDR, finds leads, runs personalized outbound, handles replies, and books meetings. $5M annualized, ARR, as of 2025-04-09 · TechCrunch (company-stated to TechCrunch, Apr 9 2025)
- HeyGen: AI video platform whose Video Agent writes the script, picks visuals and adds a voiced avatar, turning a prompt or document into a finished video. $200M annualized, ARR, as of 2026-06-25 · HeyGen: Doubles to $200M ARR in Eight Months (Jun 25 2026)
- Botto: Decentralized autonomous AI artist that creates weekly and sells its own work at auction, steered by a voting DAO. $1.8M annualized, Revenue, as of 2025-12 · Botto: 2025 Year in Review (Jan 5 2026)
- …and 29 more on What's new
Number moves
- PipeLime: MRR as of 2026-10-16 revised from $5.1K to $5.5K · TrustMRR (Stripe-verified)
- Chat Data: MRR updated from $14.9K (as of 2026-10-13) to $15.5K as of 2026-10-16 · TrustMRR
- Postiz: MRR as of 2026-10-16 revised from $274.1K to $275.2K · TrustMRR (Stripe-verified)
- Clay: new ARR point $200M reported as of 2026-09 · Clay dossier (company) + founder quotes in Series D coverage
- WaLead AI: MRR updated from $22.1K (as of 2026-10-15) to $22.7K as of 2026-10-16 (3 same-day syncs) · TrustMRR (Stripe-verified)
- SEOBOT: MRR updated from $36.7K (as of 2026-10-15) to $36.5K as of 2026-10-16 (3 same-day syncs) · TrustMRR (Stripe-verified)
Indie corner
Lesson of the week
Human-in-the-loop tweet approval still allows huge financial externalities.
From Truth Terminal · playbook