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E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
All-In with Chamath, Jason, Sacks & Friedberg
The Importance of Enterprise Software Companies in the Transformation of Industries
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Enterprise software companies provide software to businesses that are not traditionally technology companies. They also provide software to other businesses to help them build out their business. And I think the valuation will be high, not because these companies have a lot of revenue yet, but because it's very strategic for these big and for companies to assemble the end-to-end tool chain.
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