Notes: Incumbents vs. AI-Natives: Who Wins the Next Software Cycle?
Summary
* The AI narrative has swung from favoring SaaS incumbents in 2024
disruption
Notes: Navigating the Shifting Sands: Is Enterprise Software Facing a Secular Sentiment Change?
Summary
* Investor sentiment toward enterprise software is softening, raising the question of
Notes: Meta - Could Meta AI Transform The Advertising Landscape
Summary
* Meta AI could transform ad monetization by capturing real-time user intent