Genspark豪赌AI搜索死路一条；转向智能体工作区，年收入2.5亿美元，估值26亿美元

做的是什么生意

Genspark (MainFunc Inc.) is an AI workspace that orchestrates 70+ models and tools to turn a request into a finished deliverable — reports, decks, apps, phone calls — sold to consumers by subscription and to enterprises through Genspark for Business.

启动资金：$60M seed at $260M (June 2024, Lanchi-led); $100M Series A at $530M (March 2025); $275M Series B at $1.25B (November 2025, Emergence-led); $100M extension at $2.6B (June 2026) — total funding $645M

起因

Jing Kun — a Microsoft Bing veteran, co-creator of XiaoIce, and former Baidu VP and Xiaodu CEO — left Baidu in October 2023 with Zhu Kaihua, formerly Google and Xiaodu CTO, and founded MainFunc. They launched Genspark in beta in June 2024 with a $60M seed led by Lanchi Ventures at a $260M valuation, positioning it as an ad-free, citation-backed AI search engine.

经过

In March 2025 Genspark raised a $100M Series A at $530M with 2M+ monthly active users. Weeks later Manus made general agents a global phenomenon, and Genspark pivoted: Super Agent launched in April 2025 with a mixture-of-agents architecture, reaching $10M ARR in 9 days and $36M in 45. It passed $50M ARR within five months and entered global top-100 AI app lists in July 2025. In November 2025 Emergence Capital led a $275M Series B at $1.25B, alongside the AI Workspace launch and a Microsoft Agent 365 partnership. The round extended to $385M at $1.6B in March 2026 (ARR $200M, a 20-person team, 1,000+ enterprise customers), and in June 2026 a $100M extension valued Genspark at $2.6B with ARR at $250M, 6,000+ business clients, and a new enterprise database product, AgentBase.

结果

Scaling: $2.6B valuation and $250M ARR within 12 months of Super Agent's launch, an enterprise push with 6,000+ business clients, partnerships with Microsoft, OpenAI, Anthropic and AWS, and a new CRO hired to drive commercialization.

可借鉴之处

当一个品类爆发时，速度胜过完美：Genspark在Manus问世几周后转向智能体工作区，借势从2.6亿美元估值冲到26亿美元，靠的是速度和精干团队。