Longer reads on SaaS benchmarks, moats and AI investing

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

Author: Henrik Torstensson

Partner at Alliance VC. Investing in Nordic early-stage tech startups.

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