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Finding signal on Twitter is more difficult than it used to be. We curate the best tweets on topics like AI, startups, and product development every weekday so you can focus on what matters.
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Martin Casado says startups are growing at meteoric rates because AI has leveled the playing field with incumbents like Microsoft and Meta: "Six months ago you'd have asked this question, what advantages do incumbents have? They have the same advantage all incumbents always have. They have the capital, and they have the cash flow, and they have distribution." "What's crazy is AI solves the distribution problem. It just solves the demand problem. And these companies are able to raise so much…