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.

*Figure reflects the estimated number of individuals as of 31 December 2025 whose current assets or future benefits are invested in Janus Henderson (JHI) investment products, directly or indirectly, and is based on JHI’s assets under management market share by country, the size of the investing population by country, and average account sizes, using industry and government data and internal estimates.

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.