Shiny objects, eating frogs, the status quo, end of software vs. good luck rebuilding SoRs, adding up AI revenues, P/E land update, RPU at Uber, $10T AI market opportunity, Marc Benioff on 20VC
Reading Ambitiously 8-29-25
Shiny objects, eating frogs, the status quo, end of software vs. good luck rebuilding SoRs, adding up AI revenues, P/E land update, RPU at Uber, $10T AI market opportunity, Marc Benioff on 20VC