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Drew Meister's avatar

We’re so early Shomik. Lots of enterprise execs know it’s important, but they don’t know the art of the possible so there’s the huge empty whiteboard problem. There’s a wedge for companies that offer the AI “easy button”. Palantir for one, then there’s the classic SaaS plays helping teams get to value with AI faster: Box, Monday come to mind. Then there’s data providers going headless with MCPs. It’s so much fun to watch.

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