How to make REAL revenue from AI

1 Feb 2026 · 1 min

Watch on YouTube

0:38

This content was created by Eric Siu. This content was uploaded by Eric Siu. This is a YouTube video titled "How to make REAL revenue from AI" (created 2026-02-01T15:03:28+00:00). The excerpt is a spoken monologue by a single presenter (labeled "SPEAKER A") discussing AI monetization: predicting meaningful revenue growth over the next 12 months, criticizing much of the prior AI activity as "theater," noting that established software companies like Adobe and Salesforce haven’t seen the expected revenue increases, and arguing that market gains have been concentrated in businesses directly supporting large language models (LLMs)—chips, data centers, energy—while AI-enabled software itself hasn’t yet driven comparable valuation or growth.

Chapters

You're going to see a big difference between AI that drives revenue. I think we're going to see a lot more revenue, especially in the next 12 months. But I think leading up to now, we've seen a lot of theater. We've seen too much theater. And if you look at the stock prices of like Adobe and Salesforce and a lot of these AI-driven companies, they're amazing corporations, by the way. They're not seeing the revenue growth that one would think. So if you look at AI, the stocks that are up are typically anything related to LLMs, providing the chips for the LLMs, providing the data centers, providing the energy. The LLMs itself are worth quite a bit. Software that has AI enabled, we're not really seeing it being worth a lot or growing that much faster.