Daily ideas
Figma's 2026-08-05 call showed a customer cutting prototype time from a full quarter to days, then buying AI credits; Make's revenue is still not broken out.
On its 2026-07-29 call C.H. Robinson said hundreds of AI agents run its quote-to-cash work, with productivity up over 60% since end-2022 and AI's share unsplit.
Aurora said 80% of commercial loads on its Dallas-to-Houston lane needed no onsite support in Q3 2024, but the $834,000 of pilot revenue only offsets R&D expense.
Dave says CashAI v6 now underwrites about a third of its members, with Q2 28-day past due at 2.12%, but fee-cap and pricing changes keep the model's own share unquantified.
Carlsmed's aprevo platform turns AI-generated spine surgery plans into patient-specific implants delivered in about a week, and management ties it to gross margin.
Hyperfine's PRIME data put the median ED order-to-scan-start time at 1.28 hours with portable MRI versus 7.76 conventional, with the software's share unsplit.
ZipRecruiter's retrained matching engine, now live platform-wide, lifted Q2 qualified applications 34% quarter over quarter; no absolute figure or revenue link disclosed.
Riskified's AI fraud decisioning system now underpins 3 of its top 10 deals in ACH payments this quarter, though deal size and revenue impact are undisclosed.
Cellebrite's AI evidence-analytics product Genesis grew recurring revenue from $400,000 in June to nearly $1 million by August 2026, still small against total ARR.
Absci says interim data across ABS-201's four dose cohorts show a half-life of at least 65 days, but hair-loss efficacy and revenue impact stay unconfirmed.
Evolv Technologies (EVLV) reports its AI screening platform Evolv Express now scans nearly 5 million people daily, with no separate revenue disclosure yet.
CeriBell's Q2 2026 call cited a study linking Clarity's seizure-burden readings to discharge outcomes, but revenue tied to the finding remains undisclosed.
Pony AI's latest quarter shows $12.1 million of Robotaxi revenue and 849% fare charging growth, but fares and one-time vehicle delivery revenue are not split out.
Veritone's iDEMS suite moved from AI video redaction under a $500,000-plus police contract to case analysis and a multi-year California Highway Patrol deal, with no product revenue disclosed.
WeRide's autonomous virtual driver averaged 21 domestic rides per vehicle a day in the quarter, up 24% quarter over quarter, while the application's own revenue stays undisclosed.
Merlin, Inc. (MRLN) says two Merlin Pilot components passed requirements verification and its certification review reached SOI 3, but it still discloses no separate revenue for the software.
On its 2026-08-13 call, Trend Micro said Vision One's AI cut customer environment simulation from months to days and threat hunting to seconds, with 45% of existing customers attached.
Jiayin's customer-service AI reached end-to-end workflows as intent accuracy rose to 93% and inference cost fell 90%, though profit impact is unquantified.
NetDragon says AI now supports core game development and lifted core-product content output at least 10%, but it has not quantified the financial impact.
DocGo says its patient communications AI handles over 1,000 calls on a typical day, showing operating scale while cost and margin gains remain unquantified.