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\n <\/div>\ncapacity for A<\/strong>artificial I<\/strong>intelligence (Aye<\/strong>) to improve oneself without any help (This is also called recurrent learning.<\/em>) is the most powerful concept imaginable. that’s what will take us forward A<\/strong>artificial Yes<\/strong>General I<\/strong>intelligence (Agitation<\/strong>) 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 \u2013 explosive revenue growth never seen before.<\/p>\n Since all of the above companies are privately held, we turned to one of the only pure-play ways to get exposure out there \u2013 GitLab. $GTLB<\/a> – 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.<\/p>\n 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<\/em>). Compare this to GitHub which counts more than 3X the number of users.<\/p>\n<\/p><\/div>\n![\"\"](\"https:\/\/www.nanalyze.com\/app\/uploads\/2026\/04\/AI-Coding-Agents-Dec.png\"\/)
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gitlab growth thesis<\/h2>\n