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Monday.com's Q1 Growth, AI Bet, & Cerebras IPO
Description
Monday.coms Q1 results show growth in future booked work and big client spending, with AI contributing 10% of new recurring revenue. Theyre introducing a new pricing model, but overall growth is slowing. Management believes AI will strengthen their platform, but theyre not yet profitable and rely on stock-based compensation. Cerebras Systems, aiming to challenge Nvidia, is preparing for a potentially $5 billion IPO with major deals under its belt.
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