Emily Man · 15 September 2026 · Investment Thesis

Enterprise AI is Finally Delivering on the Promise SaaS Made

Emily Man, Partner @ Primary

Enterprise AI's real opportunity isn't raw intelligence—it's encoding organizational expertise through continual learning loops that compound across customer deployments, turning AI from a new grad agent into a battle-tested expert that third-party vendors can productize better than internal builds.

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Topics: AI (Horizontal) · Enterprise Software

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