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Who Will Win the GTM AI Race — Startups vs. Incumbents? With Stage 2 Capital Co-founder and Managing Director Mark Roberge

SaaStr

We’re on the brink of one of the biggest technological advancements of our lifetime — AI. At this year’s SaaStr Annual, Mark Roberge, co-founder and Managing Director of Stage 2 Capital, takes the stage to have a bake-off between startups and incumbents when it comes to who will win the AI Go-to-Market race. It’s a conundrum.

AI 256
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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set. Many laude the SaaS business model because ARR is inherently predictable - you know what you’re revenue will be over the coming 12 months, and sometimes even further out than that.

AI 183
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Making the Most of Open Source AI

Andreessen Horowitz

Whether it’s industry debates over business models and the actual definition of open , or governments actively discussing how to regulate models, seemingly everyone has an opinion on what it means for AI models to be open. The good, the bad, and the ugly. But to be fair, there’s a reason for this.

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Commercializing AI in Healthcare: The Jobs to be Done

Andreessen Horowitz

In enterprise healthcare, there are many “Jobs to be Done” (JTBD) for AI. To this end, we present the first part of the 6th episode of the Digital Health Go-to-Market Playbook series –Commercializing AI in Healthcare. The tasks are labor-intensive, with low historical adoption of traditional software products to facilitate them.

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Businesses and tech firms criticize proposed EU AI Act

IT World

A proposed EU law that would create the West’s first regulatory scheme for AI is the target of criticism from the business and technology sectors, which published an open letter today arguing for fewer restrictions and a less “bureaucratic” approach. In total, 163 people signed the letter.

AI 115
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Commercializing AI in Healthcare: The Enterprise Buyer Perspective

Andreessen Horowitz

What do enterprise buyers in healthcare care about most when evaluating AI products? We’ve designed this to mirror the thought process of an entrepreneur building an AI product with an enterprise use case. In other words, buyers aren’t seeking AI for AI’s sake.

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On Platform Shifts and AI

Casey Accidental

But AI could be coming (editor’s note: it did). Sam quickly pointed out that while AI is a potential technological platform shift, it is not a distribution platform shift. So, AI has come out and definitely created a technological shift that enables new ways to solve problems that couldn’t be done before. At least not yet.