Latest / Jeremy Hemsworth Weekly Digest
Jun 11-17 | Agent ARR is worth 10x SaaS, the AI hangover, Pixar's quality bet
Salesforce pays $3.6B for Fin and the market values agent ARR at 27-30x vs 2-3x for SaaS. Plus the three-phase AI hangover, Gavin Baker on the token path, and Ed Catmull on why quality is the business plan.
The skinny
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