Clients burned through their entire token budget 3 months before renewal — investor's favorite update
nathanbenaich · x · 2026-10-02
Nathan Benaich, founder of Air Street Capital, shared the kind of investor update he loves reading: an AI product portfolio company's clients have been such heavy adopters that they exhausted their entire token budgets a full 3 months before their contract renewal — a strong signal of enterprise demand and stickiness.
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