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Transition from parabolic to linear industry revenue growth emerges, Bob Elliott argues

Transition from parabolic to linear industry revenue growth emerges, Bob Elliott argues
AI industry shift to linear growth

Bob Elliott, co-founder and CIO at Unlimited, highlights a shift in the artificial intelligence industry’s growth trajectory. He observes that recent news of lower revenue at OpenAI, alongside hastily released end-2026 guidance, signals a transition from rapid, parabolic expansion to more linear revenue growth for major AI players such as OpenAI and Anthropic.

Elliott points to the companies gaining significant market share, but notes industry-wide revenue trends suggest a deceleration from previous explosive growth rates.

Elliott has previously commented on major commodity moves, noting that copper prices reached record highs with a 50 percent jump over the past year. He also stated that high surcharges have played a key role in addressing crude market supply challenges. These remarks reflect his ongoing focus on shifts across both technological and commodity sectors.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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