2026-03-29
@loganbartlett
A look at why Dotcom Bubble comparisons to the AI boom are off, vertical SaaS is up +3% last 12 months vs. horizontal SaaS down 35%, and other reflections on AI
This week I co-wrote Redpoint's 2026 Market Update for our Limited Partners with my colleagues @AdilBhatia and @lydianday.
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