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Who captures the most value after the SaaS-acre? Enterprises or Startups?
Equity
The Future of SaaS
I'm worried that if you take the central core model, and I think I'm more pessimistic than you are about open source models competing with the rapid progress we've seen in commercial models. We're going to see a lot of creative ways to sort of drive margin improvements in this space. The AI gold rush is very top of mind for folks. And I think there will be more interest in a space that can help drive some pricing.
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