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a16z's Matt Bornstein and others talk adding $1.7B to its $1.25B AI infrastructure fund, focusing on early rounds; Ben Horowitz calls it "one of the best funds" (Bloomberg)

Bloomberg : a16z's Matt Bornstein and others talk adding $1.7B to its $1.25B AI infrastructure fund, focusing on early rounds; Ben Ho...

1 June 2024

What’s eating B2B SaaS is not AI  - 2024-06-01 14:57:00Z

Title:What's eating B2B SaaS is not AI  Summary:

ANALYSIS: On Thursday, SalesForce (CRM) released weaker than expected earnings, resulting in the biggest 1-day decline in the stock since 2004. It was the latest in a string of disappointing earnings this season across the board from B2B SaaS companies.  This reporting quarter almost the entire B2B SaaS industry reduced guidance or disappointed investor expectations, including Asana […]

Link: What's eating B2B SaaS is not AI 

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