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Artificial intelligence (AI) monetization is advancing, from cloud infrastructure to enterprise software. As new revenue streams emerge, Portfolio Manager Brian Recht explains where he is seeing broadening investable opportunities.
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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.
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