These companies are growing faster than any of the predecessor companies, but it's very sustainable. It's high engagement, it's high retention, and that's critically important for us. Voice is the centerpiece of so many of the new AI tools.

these are just examples of the kind of data that we look for to make sure that we feel confident that the revenue these companies are generating is sustainable.

18:09 / 18:44

these are just examples of the kind of data that we look for to make sure that we feel confident that the revenue these companies are generating is sustainable. And, again, these companies are growing faster than, you know, any of the predecessor companies, but but it's very sustainable. It's, you know, it's high engagement, it's high retention, and that's critically important for us. Same thing with Eleven Labs. Voice is the centerpiece of so many of the new AI tools. You know, I talked about customer support on the b to b side, but, you know, so much, you know, other personal tools, business tools, you know, start start with voice.

Why this clip

Combines growth claims with specific sustainability metrics (engagement, retention) and identifies voice as a key AI trend. The domain expertise around what makes AI growth sustainable provides valuable investor insight.

18:09 - 18:4435sDomain Expertise

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