Latest / Jeremy Hemsworth Weekly Digest

Jul 6–12 | There are no moats · Open source ate enterprise · Taste is scarce
Booking's Glenn Fogel: there's no such thing as a moat. Glean's Arvind Jain: 90% of enterprise use cases now run on open source. Ramp's Eric Glyman: the AI labs are the real competition. Plus the 3 Us growth framework and California's new SaaS tax.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.