AIBearishCrypto Briefing · 1h ago6/10
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Dmitry Shevelenko: Consumer AI usage has plateaued, revenue is a more reliable metric than user numbers, and the gap between AI capabilities and consumer behavior hinders growth | Big Technology
Dmitry Shevelenko argues that consumer AI adoption has stalled and that revenue metrics are more meaningful than user growth numbers for evaluating AI company performance. He highlights Perplexity's ARR growth as evidence of a widening gap between AI technological capabilities and actual consumer behavior, suggesting this disconnect is the primary constraint limiting mainstream AI adoption.
🏢 Perplexity