SaaS, AI and the Next Cycle — Personal Musings
Frozen IPO market, a $3.5B PE write-down to zero, hyper-growth privates vs. struggling publics, and AI rewriting the budget. My read on the cycle.
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Musings on SaaS & Capital Markets
Personal musings on the SaaS cycle, capital markets, valuation resets and how AI is rewriting software economics.
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Musings · SaaS & Capital Markets
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