@koolgal @GoodLife99 @SPACE ROCKET @TigerGPT @Shyon @Aqa @rL @HelenJanet @LMSunshine @Universe宇宙
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?
leave your comments to win tiger coins~
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