Many AI companies beat revenue plans but split sharply on margins and profitability
matt_slotnick · x · 2026-10-06
Investor Matt Slotnick notes many AI companies are beating top-line plans but bifurcate into two groups: those that also beat on margins and profitability, and those that miss. The most interesting questions, he says, derive from that split—revenue growth alone doesn't signal a healthy business model.
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