Goldman's prime book software allocation: 16% → 3%.
The SaaSpocalypse treated software as one trade. It isn't.
Three piles. Three different futures. Two questions sort them.
https://t.co/qemmDAZC9u
The second great app store gold rush is here. Every blockchain, wallet, AI model, and social platform is becoming a platform with its own marketplace, its own cut, its own rules. The future won’t have one app store. It’ll have hundreds. And each one will fight to own the edge.
@GarrettZ AGIXT. Good narrative: robot AI training platform. Cracked dev: top 3 in github stars for AI projects. Completely washed out: 4m MC down from 100m. Hasn't made new lows with the rest of the market recently.
@GarrettZ AGIXT. Good narrative: robot AI training platform. Cracked dev: top 3 in github stars for AI projects. Completely washed out: 4m MC down from 100m. Hasn't made new lows with the rest of the market recently.