February 11, 2018
A look at Systems of Intelligence, barriers to entry, and enterprise VC investing in the post-SaaS world
Special thanks to Lenny Pruss, Tomasz Tunguz, Eze Vidra, Eric Wiesen, Max Claussen, and Ron Yachini for reviewing early drafts of this post.
What follows is a pretty...
Systems of Intelligence: Is this the VC meta-thesis we’ve been looking for?