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While most AI projects still struggle with the dilemma of “powerful models, but hard to monetize,” these AI+ companies share one thing in common: AI is directly embedded into the product or monetization path, delivering immediate ROI.
AppLovin’s model clearly relies less on supply chains and interdepartmental coordination, emphasizing “asset-light + high efficiency”.
Duolingo uses AI to accelerate content creation, rapidly launches new features, and continues to strengthen its subscription model. This type of “AI + Product” company seems less likely to be disrupted by macro factors (like tariffs).
Which “AI +” model do you believe in more?
Is “AI + Product” a safe-haven play against tariffs?
How much longer do you think these stocks can keep climbing?
Which models are more immune to tariffs and supply chain fluctuations?
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