The Real Eisman Playbook · What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
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States that AI growth durability hinges on continued token growth
“AMR sports of revenue growth of 27% and earnings growth of 106%, which are both really encouraging figures that suggest their growth is due to more than just a fairly narrow fashion trend”
“We put together a growth model for the business and paired that with like, okay, how does this correlate with retail growth and distribution growth and, you know, the unit economics.”
“Measure the return… might be cost savings, might be revenue growth, divided by both the labor cost and the token cost associated with that project.”
“I use Claude, I call my boyfriend, but I use AI to help me track my growth”
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