post Palihapitiya reports Gartner estimates one-fifth of enterprise SaaS spend now at risk from build option
https://x.com/chamath/status/2084372072239681790
post Palihapitiya reports Gartner estimates one-fifth of enterprise SaaS spend now at risk from build option
https://x.com/chamath/status/2084372072239681790
post Palihapitiya notes Gartner says enterprise software buying group now 11-15 people, build-vs-buy math flipped
https://x.com/chamath/status/2088943590093275277
post Palihapitiya notes Gartner says enterprise software buying group now 11-15 people, build-vs-buy math flipped
https://x.com/chamath/status/2088943590093275277
post Palihapitiya predicts bottoms-up GTM will be worst strategic decision of past decade as AI stamps out tools
https://x.com/chamath/status/2084905653911371918
post Palihapitiya notes Salesforce stock up 41% since he called SaaS bottom in May on All-In
https://x.com/chamath/status/2093009135763857787
post Palihapitiya corrects commenter mixing equity value with enterprise value on Airtable sale
https://x.com/chamath/status/2084623602398232993