Six charts about AI revenue

Foundation models, retention, and AI Native Apps, and so much more

It’s been a busy week with a few long posts, so today a short post.

Also, Random Walk is embarking on a short vacation with the fam, but regular programming will resume Tuesday next week.

For today:

• foundation models, getting paid (and retention smiles)

• xAI getting paid?

• “AI Native” companies going gangbusters