← Back to context

Comment by yieldcrv

14 hours ago

Agreed but I think enterprise AI offerings are pretty impressive, investors and consumers aren’t really aware, employees aren’t able to trade

The revenue is there and also impressive, and supplanting consumer and seat based revenue

The market is still shedding SaaS multiples, which I think is accurate, but break out the revenue in those quarterly reports and there is a huge growth story, from real efficiencies