Jason Lemkin, GP @ SaaStr
SaaStr rounds up the week's major moves—Meta's free AI assistant with $3-4/user cost advantage, Instinct raising at $10B despite Meta's competition, Miro selling at 2.7x revenue to Bending Spoons, and Mistral's €3B sovereignty round—arguing the market has bifurcated into $25B+ upside bets and cash-flow-positive holdcos with nothing in between.
Read the full post on Saastr ↗
Topics: AI (Horizontal) · Enterprise Software · Developer Tools
Published by Saastr · their site ↗
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