Unpopular opinion: The AI app gold rush is bleeding out, and the hardware supply chain bubble might be next.

So I was looking at ChartMogul’s latest Net Revenue Retention (NRR) study, and honestly, the AI app market is facing some absolutely brutal retention challenges. Compared to traditional SaaS, AI-native products in the low-end (<$50/mo) and mid-tier ($50–$249/mo) brackets have noticeably lower NRR. Basically, alot of these AI apps can hook users fast, but they suck at getting them to renew, upgrade, or stick around long-term. On the flip side, at the high end ($250+/mo), AI-native NRR is actu

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