Nathan Benaich
speaker
623 appearances
1 recordings
1 series
first heard Nov 2024
last heard Nov 2024
Nathan Benaich’s voice in public audio — every appearance, attributed to the second.
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who are now making AI run really fast.
And and these people are really smart.
And like they will undoubtedly find issues that AI, like, you know, architecture people will have
not been experts in.
And so I think that's also what's driving some of the cost reduction, in addition to of course like good old fashioned price wars.
Yeah.
Yeah.
Yeah.
It was something like um just di directionally, it was like
Retention after one year in 2022 cohort was like 43%, I think.
And then the cohort from 2023 after 12 months was like 65%.
So that was pretty material.
And then we also showed the billing, quarterly billing.
So how much
individual RAM customers were spending on AI products every quarter and that's roughly doubled or at least grown by fifty percent.
Which is which is like an argument against like, hey, this is all demo where people are not real using it for real.
And then in this in the next slide or very close to it, we have uh data from Stripe, which I was looking for last year, like examples of this, and now I think it's like pretty clear so far.
And it's it basically looks at
The hundred most promising um SaaS companies on Stripe.
And the hundred most promising AI companies on Stripe, founded before twenty twenty or after twenty twenty.
Showing 241–260 of 623 · page 13 of 32
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