Great piece here, but curious if you’re overlooking the amount of revenue (albeit indirect) we’ve seen from many of the larger tech players (i.e. meta Google applovin etc) who all have benefited tremendously but maybe not obvious it’s from AI. But doesn’t take away from the point that we’re obv seeing a huge capital outlay and buildout and still early on the monetization curve
Very helpful, thanks!
Great piece. Any data on vertical app acceleration in HC?
Great piece here, but curious if you’re overlooking the amount of revenue (albeit indirect) we’ve seen from many of the larger tech players (i.e. meta Google applovin etc) who all have benefited tremendously but maybe not obvious it’s from AI. But doesn’t take away from the point that we’re obv seeing a huge capital outlay and buildout and still early on the monetization curve