capacity for Aartificial Iintelligence (Aye) to improve oneself without any help (This is also called recurrent learning.) is the most powerful concept imaginable. that’s what will take us forward Aartificial YesGeneral Iintelligence (Agitation) that could push mankind into an era of unfathomable abundance or a dystopian era similar to hell on Earth. At the moment the chances are about 50-50 because everything changes so fast that no one can keep track of it. At a strategic level, AI needs to write code first. Today, that potential represents some of the fastest-growing software success stories in history – explosive revenue growth never seen before.


Since all of the above companies are privately held, we turned to one of the only pure-play ways to get exposure out there – GitLab. $GTLB – which is not living up to all this solid hype. After realizing 26% revenue growth last year, they are expecting only 16% growth at the midpoint this year. Let’s start with why this company should make hay while the sun shines.
gitlab growth thesis
AI algorithms are only as good as the big data you feed them. With nearly 50 million users and 10,000 customers who pay more than $5,000 per year, GitLAB has a lot of data to build AI products on (A little more detail on this). Compare this to GitHub which counts more than 3X the number of users.
