Updates: Rubrik - Building a Data-Centric Cyber Resilience Moat (Pt.2)
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Updates: Rubrik - Building a Data-Centric Cyber Resilience Moat (Pt.1)
Summary
* Rubrik has transformed traditional backup into a high-value cyber resiliency platform,
Notes - When AI Meets SaaS: Disruption, Adaptation, and the Moat of Taste
Summary
* AI threatens enterprise SaaS more than consumer apps, as agentic interfaces
Notes: Incumbents vs. AI-Natives: Who Wins the Next Software Cycle?
Summary
* The AI narrative has swung from favoring SaaS incumbents in 2024
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