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I'm always baffled how most investors seem to obsess over top revenue growth numbers these days and seem to take that as a universal predict…
I'm always baffled how most investors seem to obsess over top revenue growth numbers these days and seem to take that as a universal prediction of future success in AI. Maybe we're finally starting to
I'm always baffled how most investors seem to obsess over top revenue growth numbers these days and seem to take that as a universal prediction of future success in AI. Maybe we're finally starting to get back to more sanity with more nuanced thinking about moats, quality and differentiation of usage and revenue? One can hope haha When the model is the product but you’re on the wrong layer.
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Source: Clem Delangue (X) | 2026-04-24