My point is that it's poorly defined from a technical perspective but well defined from a business perspective. If you define AI company from what AI means fro

My point is that it's poorly defined from a technical perspective but well defined from a business perspective. If you define AI company from what AI means from a tech perspective, then yes, it's a useless categorization. But if you define AI company as any company that makes money through offering optimization through data as a service, then I think that's a useful definition, in that you can lump many companies together and make sensible generalizations about their business models, which the article does: Saas business model - 80% margins, exponential scaling, 0 marginal costs, competitive moats through tech AI business model - 30-50% margins, linear scaling, higher marginal costs, data isn't a great moat Under the hood it could be deep learning or basic statistics, but it doesn't matter what technology they employ, the method of making money for these types of companies is the same. (In large/mature markets though, it matters a lot what tech you use since these methods can be copied by your competitors and improved upon - you can't use basic statistics to beat top of the line models forever, so most if not all data companies can be treated as eventual AI companies. I suspect this is why they use the term AI company rather than data company).