Every enterprise software company is coming out with AI tools and agents with a variety of pricing strategies. What is sustainable? What can capture true value? What is just ante into the game?
@thomas how does Altimeter define "software returns" in the chart below "Does Scale Matter?" Is is that ROE, ROA, ROIC, etc?
Great piece Thomas
Terrific note!
This was awesome - a breath of fresh air with new unique insights versus beating the same drum beat
@thomas how does Altimeter define "software returns" in the chart below "Does Scale Matter?" Is is that ROE, ROA, ROIC, etc?
Great piece Thomas
Terrific note!
This was awesome - a breath of fresh air with new unique insights versus beating the same drum beat