for example, “have seen revenues jump from zero to $20 million in a year,” he said. “It’s because they pick one pain point, execute well, and partner smartly with companies who use their tools,” he added.

Sounds like they were able to sell their AI services. That doesn’t really measure AI success, only product market success.

Celebrating a revenue jump from zero, presumably because they did not exist before, is… quite surprising. It’s not like they became more efficient thanks to AI.