The New Rules of AI Investing: Why Speed Beats Strategy and Labor Budget Is the New Software Budget with Google Cloud’s COO
SaaStr
JUNE 5, 2025
Bessemer’s Talia Goldberg and Google Cloud’s COO Francis Duza were kind enough to join us at SaaStr AI Summit 2025 on what’s driving the fastest technology adoption in decades. The New Rules of AI Investing: Why Speed Beats Strategy and Labor Budget Is the New Software Budget The pace of AI advancement has fundamentally broken our traditional frameworks for thinking about technology adoption, market timing, and competitive moats.
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