Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! The Red Queen Effect I strongly believe in two competing truths with respect to AI and its impact - the size of the prize will be bigger than we imagine now, BUT we’ll overestimate it in the short term. I believe this sums up a lot of the debates around “too much capex too little revenue.” It’s just too early draw any long term conclusions. I also think looking at AI “
