Bubble Funding, Investors & Competitors

Anthropic is an AI safety company developing large language models and researching methods to make artificial intelligence more reliable and steerable. Anthropic was founded in 2021 by former OpenAI researchers including Dario and Daniela Amodei. The company's flagship product is Claude, a family of AI assistants deployed across consumer applications and enterprise APIs. Research priorities center on constitutional AI, mechanistic interpretability, and alignment techniques. Major investors include Google, Spark Capital, and Salesforce Ventures.

OpenAI is an AI research and deployment company that develops large language models, including the GPT series, and consumer-facing products such as ChatGPT. Founded in 2015 as a nonprofit research lab, the organization transitioned to a capped-profit structure in 2019 to attract the capital needed for large-scale AI development. The company offers API access to its models for enterprise and developer use, alongside image generation through DALL-E and code-assistance tools. Headquartered in San Francisco, OpenAI has become one of the most prominent players in the generative AI space, backed by a multibillion-dollar investments from Microsoft, Amazon, NVIDIA, SoftBank and many more.

Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm’s edge computing platform, Workers, leverages this network by providing clients the ability to deploy and execute code without maintaining servers.

Datadog is a cloud-native company that focuses on analyzing machine data. The firm's product portfolio, delivered via software as a service, enables clients to monitor and analyze their entire information technology infrastructure, from servers to applications and Python scripts. Datadog's platform can ingest and analyze large amounts of machine-generated data in real time, allowing clients to utilize it for a variety of applications throughout their businesses to ensure uptime and latency objectives.

Atlassian produces software that helps teams work together more efficiently and effectively. The company provides project planning and management software, collaboration tools, and IT help desk solutions. The company operates in four segments: subscriptions (term licenses and cloud agreements), maintenance (annual maintenance contracts that provide support and periodic updates and are generally attached to perpetual license sales), perpetual license (upfront sale for indefinite usage of the software), and other (training, strategic consulting, and revenue from the Atlassian Marketplace app store). Atlassian was founded in 2002 and is headquartered in Sydney.

Founded in 2007, MongoDB is a vendor of a document-oriented database that accelerates development processes of new applications. Enterprise customers can choose between the fully managed offering, MongoDB Atlas, or the self-managed version, MongoDB Enterprise Advanced. MongoDB is a popular tool among developers, and its free Community Server has recorded over 500 million downloads since 2009.

DigitalOcean Holdings Inc is a cloud computing platform offering on-demand infrastructure and platform tools for developers, start-ups, and small and medium-sized businesses. The customers use the platform for a wide range of cases, such as web and mobile applications, website hosting, e-commerce, media and gaming, personal web projects, and managed services, among many others. Geographically, the company generates maximum revenue from North America and also has a presence in Europe, Asia, and the Rest of the world.

Lovable is a Stockholm-based software platform that uses artificial intelligence to generate full-stack web applications from natural language descriptions. Launched in 2024, it supports building apps with built-in authentication, databases, and deployment to platforms like Vercel. The tool targets developers and non-technical users in sectors such as technology, finance, and healthcare, enabling rapid prototyping of customer-facing products like dashboards and e-commerce sites.

Baseten is a serverless infrastructure platform for deploying machine learning models with autoscaling GPUs, cron scheduling, and vector databases. San Francisco-headquartered and founded in 2021, it supports PyTorch and TensorFlow runtimes, powering real-time inference for 1,000+ ML teams at Fortune 500 firms. Integrations include Pinecone for RAG and LangChain for agentic workflows.

Temporal Technologies is a San Francisco-headquartered developer of an open-source platform for reliable workflow orchestration in microservices and cloud applications. Founded in 2020 by former Uber engineers, Temporal supports fault-tolerant execution for long-running processes used by companies like Stripe, Netflix, and DoorDash. Its SDKs in Go, Java, and TypeScript handle retries, state management, and sagas across distributed systems worldwide.

JFrog Ltd provides an end-to-end, hybrid, universal DevOps Platform that powers and controls the software supply chain, enabling organizations to continuously and securely deliver software updates across any system. Its product portfolio includes JFrog Artifactory; JFrog Pipelines; JFrog Xray; JFrog Distribution; JFrog Artifactory Edge; JFrog Mission Control and JFrog Insight. Geographically, it derives a majority of revenue from united states and also has its presence in Israel, India and other regions.

Supabase is a Dublin-headquartered open-source platform that provides backend services built on PostgreSQL databases. It includes authentication, real-time subscriptions via WebSockets, file storage with S3 compatibility, and serverless edge functions deployable globally. Launched in 2020, Supabase integrates with frameworks like Next.js and Flutter, powering applications for developers worldwide.

Alchemy is a blockchain developer platform powering over 70 percent of top web3 applications with APIs for Ethereum, Polygon, Arbitrum, and Optimism. Services include node infrastructure, enhanced APIs, and analytics dashboards used by OpenSea, Uniswap, and Dapper Labs. San Francisco-headquartered since 2020, the company processes 10 billion compute units monthly across 1 million daily active app chains.

Vercel is a San Francisco-headquartered cloud platform for frontend developers deploying static sites, serverless functions, and edge computing via Next.js framework. The service supports over 1 million deployments monthly from teams at companies like Washington Post and Sonos. Features include preview deployments, image optimization, and AI toolkit integrations across global edge network.

Replit is a browser-based development environment for building and deploying full-stack applications without local setup. Users generate code from natural language prompts, integrate databases, and launch via one-click hosting. Replit supports collaborative coding for prototypes, APIs, and internal tools across technical skill levels. San Francisco-headquartered Replit powers instant app creation from ideation to production.

GitLab Inc operates on an all-remote model. GitLab, a complete DevSecOps platform delivered as a single application. It operates in two competitive landscapes: DevOps point solutions and DevOps platforms. In terms of point solutions that are stitched together, GitLab’s offering is substantially different in that it is one platform, one codebase, one interface, and a unified data model that spans the entire DevSecOps lifecycle. DevOps platforms, the principal competitor is Microsoft Corporation following their acquisition of GitHub. GitLab is offered on both self-managed and software-as-a-service (SaaS) models. It is located in the United States, Europe, and Asia Pacific. It focused on accelerating innovation and broadening the distribution of its platform to companies across the world.

Reflection.Ai is a San Francisco-headquartered AI firm building Asimov, a code research agent that queries large codebases using code, docs, Slack threads, and Jira tickets. It assists enterprise engineers with debugging, onboarding, and refactoring by generating explanations and code snippets. Launched in 2023, Reflection targets dev teams at scale-ups handling monorepos with millions of lines.

Snyk is a developer security platform that scans code, containers, and infrastructure for vulnerabilities. Used by enterprises including Google, Salesforce, and MongoDB, it integrates into CI/CD pipelines and IDEs. Headquartered in London with Boston offices, Snyk supports open-source fixes and was named to the Forbes Cloud 100 in 2021.