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Li Jiang's avatar

the problem is...ai is moving so much faster with a new product or tool introduced every week.

in 1908, there was probably some undervalued horse buggy company...but they are surely cheaper now.

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Brian Flasker's avatar

Totally - but maybe could have still made some $$ on those horse buggy companies at 3x FCF for a couple of years ;)

Also - Chegg is now incorporating all of the new AI models into their platform - to be seen if they can pivot into an AI company or not

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Victorious Investing's avatar

Interesting & well written article. As someone who used Chegg during my university studies to help with assignments & homework. I saw their shift to AI firsthand.

It remains to be seen if they can evolve fast enough, but their definitely trying to pivot that way, and I agree they need to if they are going to survive.

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