Executive Summary
The fastest AI companies reached $100 million revenue faster than any SaaS company in history while spending less on sales and marketing. Top performers grew 693% year-over-year in 2025, generating up to $1 million in revenue per employee versus the $400,000 SaaS benchmark. This isn't efficiency optimization—it's demand so strong companies can barely keep up. Every GPU deployed gets maxed out immediately, creating what a16z calls "no dark GPUs" versus the historical "dark fiber" problem. The sup...
Key Investment Opportunity
AI Infrastructure Beneficiaries During Trillion-Dollar Capex Cycle
Hyperscalers committing $5T capex through 2030 with immediate GPU utilization creating sustained demand for infrastructure providers
...and 1 more investment opportunities
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