A round-up, after not blogging for a while of some interesting reads.
Iconiq: Scaling SaaS: Forging Excellence Through Fundamentals – Topline Growth and Operational Efficiency (and pdf)
Counterpoint Global: Measuring the Moat
Iconiq: 2024 State of AI report (and pdf)
Accel: Euroscape 2024: AI Eating Software (and pdf)
Sequoia: Generative AI’s Act o1