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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.
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.
Wednesday, 26 November 2025
Join Janus Henderson’s fixed income experts Kareena Moledina, Tom Ross, Ian Bettney, and Thomas Haugaard, as they explore the evolving opportunity in fixed income and showcase leading investment opportunities in Short Duration, Multi-Sector Income (MSI), Securitised Credit, and Emerging Markets Debt (EMD). Discover how active, and scalable strategies can meet investors needs in today’s dynamic market environment, and why Janus Henderson is well positioned to deliver value across the fixed income spectrum.
The Future of Fixed Income
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