Why don't you list these AI companies, then?

can just ask chatgpt but off the top:

code wrappers - cursor (special case), lovable, replit

part model part applied - perplexity, 11labs, cartesia, suno

applied branches of model labs - codex, claude code, deployment cos & fde teams

ai roll ups - thrive, longlake, some stealth ones

applied - cognition, sierra, fin, harvey, legora, glean

part data part applied - scale

Margins vary, but many of these companies' revenue are already a chunk higher than what was last publicly reported

Wouldnt be surprising to see some of them 2-5x rev in the next few years