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The decline of AI
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Neil and Eric break down the “decline of AI” narrative and why red growth charts for vibe coding tools like Cursor, Lovable, and Windsurf can be misleading. They unpack churn vs stickiness, unrealistic ARR expectations, and why enterprise coding revenue (especially Anthropic Claude Code) still signals strength. Using Ramp AI Index spend data, they discuss the momentum of…
The skinny
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