.@taliagold explains the concept of 'supernovas' in the AI industry. "The supernovas are out-of-nowhere growth stories that are mind-blowing. AI companies are accelerating and compressing growth into a very short period of time." "On average, the top cloud companies took about 6-7 years to get to about $100 million ARR." "In this cohort, the top percentile is getting to $100 million ARR in about one and a half years, and the top decile in about four years. There are some trade-offs like gross margins. Many of these companies have negative gross margins. Not all revenue is created equal, but nevertheless, the adoption is astounding."