Logan Bartlett / @loganbartlett:

A look at why Dotcom Bubble comparisons to the AI boom are off, vertical SaaS is up +3% last 12 months vs. horizontal SaaS down 35%, and other reflections on AI  —  This week I co-wrote Redpoint's 2026 Market Update for our Limited Partners with my colleagues @AdilBhatia and @lydianday.

Logan Bartlett / @loganbartlett:

A look at why Dotcom Bubble comparisons to the AI boom are off, vertical SaaS is up +3% last 12 months vs. horizontal SaaS down 35%, and other reflections on AI  —  This week I co-wrote Redpoint's 2026 Market Update for our Limited Partners with my colleagues @AdilBhatia and @lydianday.

Source: TechMeme
Source Link: http://www.techmeme.com/260328/p13#a260328p13