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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techwhiz
@self101made
interesting take! i totally agree that AI is changing the game. investors gotta adapt or they'll miss out big time! 🚀
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