Competitor Intel - Brian-OS

K

Kajabi

Private · $2B Valuation · Profitable

High Threat

👤 Founder Kenny Rueter returns as co-CEO to "reignite innovation"

💰 Kajabi Capital launched — embedded financing via Parafin partnership

🆕 New pricing: bundled premium features, cohort courses, public API

🤖 AI features: transcription, translation, dubbing with flexible credits

T

Teachable

Owned by Hotmart (~$250M acquisition)

Medium

💳 Membership billing improvements — 11% increase in student LTV reported

🤖 AI push: course starter, quiz generator, auto-subtitles (70 languages)

📋 Roadmap: enhanced learning pathways, certificates, compliance tools

Th

Thinkific

Public (TSX: THNC) · ~C$2.00

Medium

🤖 AI-Powered Teaching Assistant — blends courses and communities

🎨 New WYSIWYG Course Builder (beta Jan 28, 2026)

🏢 New "Plus" Enterprise tier: unlimited admins, dedicated support

📈 Analyst target: C$3.00 (72% upside), still not profitable

G

Gumroad

Private · ~$12M ARR · Profitable

Watch

🤯 Running $12M ARR with just 1 employee + AI workflows

💵 $200M+ in creator GMV; 10% + fees (15-18% effective)

🧪 Sahil running "Antiwork" — AI-first experiments under Gumroad

W

Whop

Private · Rapidly Growing

Medium

🚀 $1.8 BILLION in creator earnings on platform

👥 ~25,700 creators earned $140M+ in single month

💳 No monthly fees — only pay when you sell; crypto/BNPL support

🎯 Strong with trading/crypto/finance creator demographic

S

Stan Store

Private · ~$27M ARR · 300K+ customers

High Threat

📈 Explosive growth: $1.7M → $14.7M → $27M ARR (2022-2024)

🎁 "Dare to Dream" Challenge — $250K in grants ($100K grand prize)

💵 NO transaction fees — flat $29 or $99/mo subscription only

🤝 Strategic investors: Steven Bartlett, GaryVee

B

Beacons AI

Private · Link-in-bio Platform

Watch

🤖 AI-powered profile/storefront generation with drag-and-drop

🛒 Digital storefront: courses, tips, memberships; Stripe/PayPal/Klarna

📊 Media kit builder with auto-updating analytics

S

Shopify

Public (NYSE: SHOP) · Digital Products

Low Risk

📦 Still no advanced digital delivery by default — relies on apps

🔌 Third-party apps: Sky Pilot, FetchApp, Digitally for protection

❄️ Winter 2026: Flow Mail for transactional emails

🔍 Competitor Intel