Anish Acharya

And if you take a look at the best AI products, you know, even if you look at M2 as the new M1, right?

And if you take a look at the best AI products, you know, even if you look at M2 as the new M1, right?

Because again, you're getting a lot of sort of tourists who come in at M1, you're not paying anything for them.

Because again, you're getting a lot of sort of tourists who come in at M1, you're not paying anything for them.

I'm sorry, M1 means month one for those that don't know.

I'm sorry, M1 means month one for those that don't know.

If you look at M2 sort of as your first month for some of these products that are acquiring a ton of top of funnel traffic, then you apply the same high retention bar you ever applied to them.

If you look at M2 sort of as your first month for some of these products that are acquiring a ton of top of funnel traffic, then you apply the same high retention bar you ever applied to them.

I mean, like the bigger the better, but certainly 50% is solid, right?

I mean, like the bigger the better, but certainly 50% is solid, right?

And if you're 60, 70%, I mean, we're very, very happy.

And if you're 60, 70%, I mean, we're very, very happy.

Well, there's a little quip that I like to use, which is like, it's not a bubble and it's good that it is.

Well, there's a little quip that I like to use, which is like, it's not a bubble and it's good that it is.

And I'll tell you why.

And I'll tell you why.

Look, this is not my area of focus or expertise.

Look, this is not my area of focus or expertise.

But one, you look at OpenAI's recent announcement, which is that there are 20 billion of top line.

But one, you look at OpenAI's recent announcement, which is that there are 20 billion of top line.