Public software market crossed $3 trillion; AI-powered companies significantly outperform, while most horizontal SaaS faces valuation pressure. Growth drives multiples 4.5x more than profitability, and only a few companies are achieving AI-powered revenue acceleration.
Read the full post on Meritech ↗
Topics: Enterprise Software · AI (Horizontal)
Published by Meritech · their site ↗
SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.
Suggest a blog or newsletter for the SandHill index. We track the RSS feed and feature the best pieces in the weekly digest.
The latest theses & analyses from 800+ venture investors, curated into one email. Join 5,000+ investors, founders and LPs.