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Drew Cohen Profile picture
Drew Cohen
@DrewCohenMoney
Teaching investing, business, and personal finance. Research @Speedwell_LLC YouTube @DrewCohenMoney
Jan 23 • 35 tweets • 13 min read
If you've followed the markets over the last two years, you've probably noticed one thing:

Every company is now an "AI company."

However, many of the biggest enablers of AI don't get that much attention.

Here are 14 businesses that secretly enable AI.

A short 🧵 Image Everyone knows $NVDA

Arguably the most obvious beneficiary of the AI boom.

But Nvidia doesn't actually make chips.

They design them... Image
Jan 18 • 48 tweets • 17 min read
For over a decade, $UBER was the world’s most famous "bad business."

As an asset-light, marketplace with no incremental costs to booking an additional ride, their profitability should have come easily.

However, it took them 14 years to become profitable!

Let me explain 🧵 Image $UBER simply takes a % of each transaction with no cost of goods sold.

Their monetization model wasn't a lot different than eBay...

Except eBay was profitable in just 3 years after founding!

Uber would take 14 years! Image
Jan 16 • 23 tweets • 8 min read
A Tesla Model 3 carries a sticker price of roughly $40,000.

A Honda Civic costs $25,000.

Yet, last year the Model 3 leased for ~$299/mo, while the Civic leased for ~$260/mo.

How can that be?

A short 🧵 Image Understanding how $TSLA achieved this outcome requires examining four interlocking elements of its business model:

1. a regulatory loophole,

2. their financing arm,

3. its direct-to-consumer distribution, and

4. its business architecture. Image
Dec 23, 2025 • 24 tweets • 8 min read
Duolingo is one of the only mobile app businesses to ever reach a billion in revenues.

They are cash flow positive and growing fast.

But also facing a new threat that sent them down 60%.

Let’s break it down 👇 Image $DUOL is a mobile app that helps people learn new languages.

The app is uses a freemium model, which means it is free to download with some ads.

Users can pay to get rid of the ads and get some more features. Image
Dec 19, 2025 • 37 tweets • 12 min read
CoreWeave is one of the most hyped AI stocks...

But does it deserve it?

In just 5 years it went from a $33M valuation to just shy of a $100B earlier this year.

They have some of the most parabolic revenue growth of any business ever…

A short 🧵 Image In 2022, $CRWV had just $15 million in revenues.

Hardly 3 years later, they are generating over $4.3 billion.

That is a 286x increase in revenues.

And their revenue backlog is a whopping $55 billion! Image