AI companies are more insulated from quarterly returns due to being private companies, and not being expected to have any profit, or even revenue growth
The only thing investors are looking for are user growth, and increase in AI capabilities. The second KPI being difficult to objectively measure
2 (or more) of the companies in the AI trade circle have 2 very bad quarters in a row at the same time as the other(s).
AI companies are more insulated from quarterly returns due to being private companies, and not being expected to have any profit, or even revenue growth
The only thing investors are looking for are user growth, and increase in AI capabilities. The second KPI being difficult to objectively measure