The AI-first SaaS Funding Napkin

Thanks @chrija for the hunt 🚀! At Point Nine, we have been focused on investing in SaaS companies and have been fortunate to work with several generations of successful businesses in this segment over the years. Since joining the firm 24 months ago, I’ve spent a significant share of my time looking at SaaS companies using machine learning to change industries. We’re now at a turning point when it comes to the use of AI in B2B applications. I published this post: https://machinelearnings.co/winn... to that effect 18 months ago and I thought it was time to dive deeper into the topic with the benefit of hindsight and data. To that end, I’ve attempted to consolidate our thoughts on investing in AI-first SaaS businesses by creating a customary Point Nine napkin! Why? Because this is the format we typically use at Point Nine to consolidate our thoughts (see our SaaS and Marketplace funding napkin here and there) ;) Let me know what you think! I need your help to get from the v0.9 to the v1 🙏

Love this!

Cool stuff!