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When companies get specific about AI, revenue growth looks different
A Carnegie Mellon and Larridin study of 564 companies links specific AI disclosures to 8 points higher revenue growth, not margins.
Researchers at Carnegie Mellon University and Larridin analyzed 564 companies across 12 sectors using 478 10-K filings, more than 30,000 classified job postings and an AI maturity tracker. Companies at the top of 'narrative concreteness', meaning they named deployed AI systems with measurable outcomes, were associated with 8.0 percentage points higher year-over-year revenue growth, while no public AI signal predicted operating margins or risk-adjusted stock returns. AI infrastructure suppliers outperformed matched peers by about 32 percentage points over four months. The authors stress the findings show association, not causation.
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India’s Pocket FM doubles revenue run rate to $500M as AI powers 93% of audio content
Indian audio platform Pocket FM doubled its annualized revenue run rate to $500M, with AI now producing 93% of its catalog.
Pocket FM, an Indian serialized audio storytelling platform, doubled its annualized revenue run rate to $500 million in a year, with AI powering 93% of its catalog and 99% of new content. The company says generative AI, including in-house creative-writing and text-to-speech models, made production roughly 80 times cheaper, letting 550,000+ creators produce about 2.5 million hours of content annually across 770,000 audio series for 250 million listeners. Parent Pocket Entertainment is reportedly in talks to raise $100-120 million at about a $2 billion valuation, is profitable on an adjusted basis, and its AI-only microdrama app Pocket Saga has reached a $15 million annualized run rate.
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OpenAI appoints Dali Rajic as Chief Revenue Officer
OpenAI appointed Dali Rajic as Chief Revenue Officer to lead its global revenue organization and drive enterprise AI adoption.
OpenAI announced Dali Rajic as its new Chief Revenue Officer. He will lead the company's global revenue organization and focus on helping businesses realize value from AI. The hire signals continued commercial expansion of OpenAI's enterprise business.
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