Tech takes from the cheap seats
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Tech takes from the cheap seats
GenAI and Software TAMs, misalignment of investment horizons
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GenAI and Software TAMs, misalignment of…
Portsea Capital
Aug 20, 2023
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Tech takes from the cheap seats
GenAI and Software TAMs, misalignment of investment horizons
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20 August 2023 | Issue #6 - Mentions $MSFT, $CRM, $NOW, $ABNB, $GOOG, $SE, $ADYEN, $BABA, $PYPL
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GenAI and Software TAMs, misalignment of…
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20 August 2023 | Issue #6 - Mentions $MSFT, $CRM, $NOW, $ABNB, $GOOG, $SE, $ADYEN, $BABA, $PYPL