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AI companies operating in the business-to-business software-as-a-service sector are currently seeing aggressive revenue growth. Meltem Demirors, General Partner and Founder at Crucible Capital Group, shared this observation.
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Demirors has previously commented on sector volatility, stating that panic around Coreweave was excessive and emphasizing the value of continued price discovery in the business model (Coreweave panic considered excessive in current market phase). She has also addressed developments outside the AI space, noting a 25% rise in bank deposit churn since the rise of FinTech (Agent use could accelerate change in bank deposit stickiness). These perspectives indicate her ongoing focus on structural trends in emerging technology sectors.