$AI - Significant increase in AI spending by customers, with the average customer spending about 4 times more on AI-based products by the end of 2023 compared to the start of the year.
$ANTHROPIC - Anthropic experienced rapid growth in developer market share, increasing from 3% in 2023 to 20% in 2024.
$RAMP - Ramp's salespeople are significantly more productive than competitors, largely due to the heavy use of AI for automation.
$AITOOLS - Increasing adoption of AI tools in various industries, particularly in newsrooms for tasks like automated note-taking during calls.
Bearish:
$LEGACYFIN - Legacy fintech companies may face challenges as they were built for a different era, potentially struggling to adapt to current market conditions.