ARR growth: Has the game changed that much or is there more behind it?

I am a founder of a Seed stage startup and confronted every day with new news of ARR records of early stage companies, like $1M in 4 months, $10M in 8 months, ... whatever it is.

I get that startups like Cursor really changed the game and a lot of people adept it and this might be true for quite a few. However, I just can not wrap my head around that AI startups grow THAT quicker in the B2B space.

For my startup, I really have not seen that much of a change in the buying behaviour of our customers (enterprise IT buyers) - but maybe I am missing something completely.

What I notice however, is that most of those super growth AI startups have the following in common:

- UI is a chat (obv. LLM wrapper) - Targets a specific professional persona (like lawyer, seller, coder, etc.) - Business model: Low monthly subscription

Which makes me wonder if they just MRR*12 and then heavily inflate new subscribers (and the money is not really b2b money, but "professional consumer buyers" and they really should not be compared to b2b startups).

Has anyone made up some thoughts around that as well?