✨
AI Summary
- AI companies demonstrate 2.5x faster growth than traditional software while spending less on sales and marketing due to massive market pull.
- Introduces 'Model Busters'—companies exceeding projections like the iPhone—with portfolio examples including Harvey, Abridge, and ElevenLabs.
- Cites record-breaking ARR per employee and real-world adoption at Chime and Rocket Mortgage as indicators of AI market maturity.