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Andy Jenks

@ajenks.eth

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Andy Jenks pfp
Andy Jenks
@ajenks.eth
A system of record is the equivalent of a flatfile that you can grep through. That's my mental model today of SaaS. It's not where the value accrues anymore. Investors that could only pattern recognize SaaS metrics have no idea how to evaluate the new AI or agent moats
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Andy Jenks pfp
Andy Jenks
@ajenks.eth
Join me on Bracket Frame... bought the Eagles….fly eagles fly
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