
Software earnings, GLP-1s, longevity medicine, OpenAI's hiring platform, & Nvidia's loop | Sep 5, 2025
The Information's TITV
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Shifts in Enterprise Software and AI
This chapter explores the changing dynamics of enterprise software, particularly the influence of AI on SaaS models and the transition to consumption-based pricing. It also examines competitive strategies for established companies and the rise of GLP-1 drugs among Silicon Valley professionals.
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