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How AI splits startups into winners and losers | E2322
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Today's show:
A hedge fund just blew up shorting SaaS stocks. In turns out, the software companies that went all in on AI are bouncing back. Figma's CEO — still riding high on strong revenue — forfeited roughly $46 million in stock awards to ease investor nerves. Twilio posted its strongest quarter in years. Airbnb's CEO credits AI as the single biggest factor in the company's incredible turnaround.
Jason and Lon break down what's separating the winners…
The skinny
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