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Second-order effects of AI in Vertical SaaS
May 15, 2023
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Akash Bajwa
39
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Second-order effects of AI in Vertical SaaS
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6
The End Of ARR
Nov 4
•
Akash Bajwa
14
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The End Of ARR
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The Future Of Application Software
Jun 17
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Akash Bajwa
15
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The Future Of Application Software
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2
Inference Time Scaling Laws
Oct 7
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Akash Bajwa
13
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Inference Time Scaling Laws
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AI
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Opinionated AI Products
Strong Technologies Forms Beliefs
Nov 18
•
Akash Bajwa
5
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Opinionated AI Products
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2
Time-To-Value In The AI Age
The Interplay Between Trust And Value
Nov 11
•
Akash Bajwa
4
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Time-To-Value In The AI Age
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The End Of ARR
Implications Of Agent Pricing
Nov 4
•
Akash Bajwa
14
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The End Of ARR
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Reassessing Incumbent Data Gravity In AI
Iceberg And Open Table Formats Commoditise Storage
Oct 28
•
Akash Bajwa
3
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Reassessing Incumbent Data Gravity In AI
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Concentration In The AI Value Chain
Market Structure Evolution & Implications For Pricing Power
Oct 21
•
Akash Bajwa
13
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Concentration In The AI Value Chain
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GTM
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B2B Software Marketing Masterclass: Romain Doutriaux
Lessons From Pigment and Dataiku
Sep 30
•
Akash Bajwa
5
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B2B Software Marketing Masterclass: Romain Doutriaux
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Notion's Journey From PLG To The Enterprise: Robbie O'Connor
Penetrating Enterprise Whilst Staying True To Your Core
Sep 23
•
Akash Bajwa
5
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Notion's Journey From PLG To The Enterprise: Robbie O'Connor
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The Untapped B2B SaaS GTM Channel: User-Led Growth
User-led growth is an underutilised channel
Sep 16
•
Akash Bajwa
7
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The Untapped B2B SaaS GTM Channel: User-Led Growth
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3
Hiring Your First Sales Person: James Allgrove
The Founder's Guide To Your First Sales Hire
Sep 6
•
Akash Bajwa
4
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Hiring Your First Sales Person: James Allgrove
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1
Design Partnership Masterclass: James Allgrove
The Founder's Guide To Design Partners
Aug 26
•
Akash Bajwa
2
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Design Partnership Masterclass: James Allgrove
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SaaS
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Opinionated AI Products
Strong Technologies Forms Beliefs
Nov 18
•
Akash Bajwa
5
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Opinionated AI Products
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2
Time-To-Value In The AI Age
The Interplay Between Trust And Value
Nov 11
•
Akash Bajwa
4
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Time-To-Value In The AI Age
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Reassessing Incumbent Data Gravity In AI
Iceberg And Open Table Formats Commoditise Storage
Oct 28
•
Akash Bajwa
3
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Reassessing Incumbent Data Gravity In AI
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Design Partnership Masterclass: James Allgrove
The Founder's Guide To Design Partners
Aug 26
•
Akash Bajwa
2
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Design Partnership Masterclass: James Allgrove
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Open Questions About AI
LLM OS, Dense vs MoE, Market Structures, Agents and Applications
Aug 20
•
Akash Bajwa
16
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Open Questions About AI
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Interviews
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B2B Software Marketing Masterclass: Romain Doutriaux
Lessons From Pigment and Dataiku
Sep 30
•
Akash Bajwa
5
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Software Synthesis
B2B Software Marketing Masterclass: Romain Doutriaux
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Notion's Journey From PLG To The Enterprise: Robbie O'Connor
Penetrating Enterprise Whilst Staying True To Your Core
Sep 23
•
Akash Bajwa
5
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Software Synthesis
Notion's Journey From PLG To The Enterprise: Robbie O'Connor
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BizOps As The Connective Tissue In Startups: Bryan Chung
Leveraging BizOps To Scale PMF
Sep 9
•
Akash Bajwa
8
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BizOps As The Connective Tissue In Startups: Bryan Chung
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Hiring Your First Sales Person: James Allgrove
The Founder's Guide To Your First Sales Hire
Sep 6
•
Akash Bajwa
4
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Software Synthesis
Hiring Your First Sales Person: James Allgrove
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1
Design Partnership Masterclass: James Allgrove
The Founder's Guide To Design Partners
Aug 26
•
Akash Bajwa
2
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Design Partnership Masterclass: James Allgrove
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Software Synthesis
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