How much AI was mentioned in recent earnings calls

You can see the emergence of a new technology or trend by how much executives bring it up during investor meetings. You can see the amount of “AI” being discussed (although surprisingly, only 16% mentioned it….meaning this is still early).

Q2 is near

Whatever your 2024 goal is, you have 9 more months to complete it

❌ Q1: January, February, March​
✅ Q2: April, May, June
✅ Q3: July, August, September
✅ Q4:


Total Addressable Market

When looking at market size it’s helpful to look at the realistic amount you can capture.

TAM: Total demand for a specific product/service in a market.

SAM: Portion of TAM