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But we saved everything 🙂.
Gokul Rajaram suggests that most AI data businesses are well-positioned to operate as cash or dividend businesses and can achieve profitability quickly.
He notes that these firms have the potential to generate significant cash flows immediately, drawing a parallel to the early days of search engine marketing companies, which adopted similar approaches twenty years ago.
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Rajaram has recently commented on volatility in consumer-facing sectors, noting the sharp drop in Booking, Expedia and Airbnb shares this month. He has also highlighted the $15 billion valuation of Applied Intuition, a company operating in autonomy and led by Qasar Younis, in a separate post on the firm's position. These observations reflect his ongoing tracking of technology and commerce trends.