Pushing Back On Jensen
1:17:38–1:18:41 · 62s
Ankur respectfully disagrees with Jensen Huang’s rosy view of SaaS moats in the age of agentic AI, arguing many software vendors face structural pressure on pricing and seat-based growth.
1:17:38–1:18:41 · 62s
Ankur respectfully disagrees with Jensen Huang’s rosy view of SaaS moats in the age of agentic AI, arguing many software vendors face structural pressure on pricing and seat-based growth.
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