Updates: SNOW 4Q24 - Leadership Change, Competition, GTM, AI Talent War (Pt.1)
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Updates: Rubrik - Building a Data-Centric Cyber Resilience Moat (Pt.2)
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: The Only Way Not to Be Replaced by AI is to Invest in AI
Summary
* AI democratizes software creation, but capitalism rewards scale, risking economic dilution
Notes: Stripe Staying Private Longer = Bad for Public Investors
Summary
* A funding squeeze post-2022 has pushed mid-size scaleups to IPO earlier,