revenue

“They add up to over 70% of the company's revenue because Tencent has leaderboards for music.”

“Every major software developer, every major kind of intangible goods maker had this exact same problem, where a hundred percent of their revenue comes from one percent of their users.”

“And with that, the primary KPI to measure is user engagement. How many operational people are actually using your stuff? Revenues, on the other hand, is a lagging indicator.”

“This new wave of AI companies is growing revenue, like just like actual customer revenue, actual demand, translated through to dollars showing up in bank accounts at like an absolutely unprecedented takeoff rate.”

“In the SaaS public markets, there are only like 15 to 20 companies max trading above 10 times revenues, which is quite an insane number because it used to be dozens and dozens a few years ago.”