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there seems to be a “rule of 40” for AI businesses if you are growing >3X yoy investors seemingly accept negative to low GM and ignore questions about durability or, you can grow “fast” but not insanely, and you need a much better moat (models, enterprise) weak on both = tough implied here is a belief in the value of scale (as one rough swag, reach of $500M+ ARR to enterprises or consumers)