X @Balaji

I was a bit confused by the quote tweeted chart. Were there really that many AI companies making $100M in 3.5 years, that it was only a top quartile thing, given that ChatGPT is only three years old?I spoke to @jmelaskyriazi and he said his quartile graph is not an empirical cohort chart. That is, it’s not taking the revenue trajectories of 1000 AI companies and then showing that the top 250 hit $100M ARR in 3.5 years. It is instead an extrapolation of growth rates based on three buckets (he has a post on h ...