Random Walk

Random Walk

Share this post

Random Walk
Random Walk
Six charts about AI revenue

Six charts about AI revenue

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

Moses Sternstein's avatar
Moses Sternstein
Jan 16, 2025
∙ Paid
4

Share this post

Random Walk
Random Walk
Six charts about AI revenue
2
Share

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

Keep reading with a 7-day free trial

Subscribe to Random Walk to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Moses Sternstein
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share