Beyond infrastructure: Where AI profits are already flowing

These companies are proving the model works right now...

Hello,

While Nvidia and cloud providers dominate headlines, certain companies deploying AI in specific industries are reporting measurable operational improvements sophisticated investors are tracking.

Lemonade improved its net loss ratio from 90% to 69% while doubling premium revenue—the kind of unit economics that creates sustainable competitive moats. Access full story here.

-Christopher

P.S. Application-layer AI companies demonstrate advantages that infrastructure commoditization cannot erode. Network effects and switching costs are already building. You really need to read this before it’s too late.