Test article HD

26 Sep 2023
1 minute read

Key takeaways:

As AI monetization expands from cloud infrastructure to enterprise software applications, companies have been finding success capturing additional revenue with hybrid pricing models.
This is helping broaden the AI investable universe beyond just cloud providers, creating opportunities across enterprise software companies that can monetize AI through existing customer relationships.
In our view, platform companies have competitive advantages over single-feature AI startups given their established customer bases and ability to add AI capabilities with hybrid pricing.

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Key takeaways:

As AI monetization expands from cloud infrastructure to enterprise software applications, companies have been finding success capturing additional revenue with hybrid pricing models.

This is helping broaden the AI investable universe beyond just cloud providers, creating opportunities across enterprise software companies that can monetize AI through existing customer relationships.

In our view, platform companies have competitive advantages over single-feature AI startups given their established customer bases and ability to add AI capabilities with hybrid pricing.