Latest / Jeremy Hemsworth Weekly Digest
May 28-Jun 3 | App layer has no moat - Data gravity is fake - The zeroth world
Two AI insiders make opposite bets on whether SaaS survives the model: Mercor's Foody says the app layer has no moat, Fivetran's Fraser says data gravity is fake. Plus Dario Amodei's zeroth world and Google's $80B AI capex raise.
The skinny
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