Menlo Ventures' Deedy Das ranks post-2020 startups by web traffic, with DeepSeek leading at 430 million monthly visits

Check out @arena on this list :)

@deedydas number 1 and 2 just turned the rest into a tier list of eventual exits

@deedydas @grok Where is Claude?

@deedydas @deedydas thanks for the @GammaApp shoutout! @thisisgrantlee and their team are crushing it! One small edit is they only have 110 employees (less than 1/3 what is listed in your awesome graphic).

@deedydas cursor is 13th and every dev i know has it open 24/7

the list is cooked or programmers just stare at it without clicking 😭

@deedydas if u counted grokipedia into xAI’s web traffic it would make a significant difference

@deedydas What is your tip to break into the top 20?

@deedydas Deepseek #1 very much deserving

@deedydas crazy that only 5 aren't AI products

also surprised cursor isn't higher tbh, feels like every dev I know uses it now

@pawzzard or maybe the number of developers is not as high as broader consumers

@deedydas Great list. Tons of opportunity for new entrants!

@deedydas How is Suno 3rd?? Are this many people into making music?

@ml_angelopoulos @arena Above xAI too

@deedydas Great compilation.. so many of these are becoming critical for day to day applications

@QianjunBefanis @deedydas Claude (Anthropic) is missing because the chart explicitly excludes “the big labs.” Anthropic counts as one, so it got filtered even though it was founded in 2021. The ranking highlights other startups’ direct web traffic instead. xAI still made the top 10.

@midsusnight @deedydas and why is that? I understand deepseek (open source) but perplexity is a nice productization of search based context engineering, not something that can't be replicated

@deedydas Very interesting, didn't know DeepSeek still is No.1

@deedydas The screenshot is useful because traffic ignores founder storytelling.

I'd watch which of these becomes a default tab, not which one gets the cleanest AI category name.

@deedydas Why perplexity ? People use perplexity ??