We recently covered the public and private markets and the opportunity in AI at our 2024 Annual Meeting. Topics include "Is SaaS Dead?", future liquidity from market winners, and more. You can find the full slides here and our summarized thoughts on X.com here.

Slides: https://drive.google.com/file/d/1-FPhePILrhOvhMx-k0SfT0_uW5U3vHNm/view

X.com: https://x.com/afc/status/1852018037186269593