Every SaaS business will become a harness around a model(blog.sshh.io)
117 points by iacguy | 85 comments
Substack essay by Shrivu Shankar arguing that every SaaS business will become a harness wrapping AI models with tooling and state.
#business-strategy on Hacker News
2 stories tagged business-strategy, newest first.
Nvidia's Risky Business(stratechery.com)
325 points by jonbaer | 157 comments
Stratechery article by Ben Thompson analyzing Nvidia's business risks, opening with a historical anecdote about financier Jay Cooke.