I think it's about time that you included Moneylion (ML) in your list of companies covered. Their revenue growth rate is about 25% and their midpoint guidance for next quarter puts them into the Rule of 40. They are a software platform technology in Fintech. All software and native AI. Revenues are about 80% recurring.
“As AI reduces friction and cost, businesses will naturally want to consume more of it, broadening the potential use cases and expanding the total market size.”
Would love to see actual evidence that AI is reducing friction and COSTS. We seem to be in a honey moon period for AI wherein everyone is feeling the need and imperative to join in the AI race. But other than PLTR, name 10 companies that are more profitable because of using and implementing AI?
Not saying you are incorrect, but not sure the jury is out on consumers of software for AI actually benefiting their bottom lines by consuming. Do you have some examples as well as some examples of companies that will lead this race besides the obvious NVDA?
Good insights! Thanks for sharing.
I think my favorite piece of yours I have read. Great analysis, thanks!
Please include OPRA, another Rule of 40 software company on native AI.
I think it's about time that you included Moneylion (ML) in your list of companies covered. Their revenue growth rate is about 25% and their midpoint guidance for next quarter puts them into the Rule of 40. They are a software platform technology in Fintech. All software and native AI. Revenues are about 80% recurring.
“As AI reduces friction and cost, businesses will naturally want to consume more of it, broadening the potential use cases and expanding the total market size.”
Would love to see actual evidence that AI is reducing friction and COSTS. We seem to be in a honey moon period for AI wherein everyone is feeling the need and imperative to join in the AI race. But other than PLTR, name 10 companies that are more profitable because of using and implementing AI?
Not saying you are incorrect, but not sure the jury is out on consumers of software for AI actually benefiting their bottom lines by consuming. Do you have some examples as well as some examples of companies that will lead this race besides the obvious NVDA?