This seems like a case of selection bias, where they are looking at all the Gen AI startups and seeing that they are making revenue faster than previous startups. But Gen AI startups have mostly only started very recently, so it's obvious that all the successes must have grown fast, as they haven't been around long enough to grow slowly. Maybe in 5 years, we'll see a lot of cases of successful startups that took a slower growth trajectory instead.

But whether it's short-sighted for the investors or not, I think the takeaway for founders is "investors now expect you to make more revenue faster, and B2C applications are more interesting than before".