Kirkland & Ellis Unlikely to Deliver Core Legal AI
Why the Kirkland and Ellis news is not surprising but I’m bearish on their ability to build something that truly rivals the legal AI products. I won’t be surprised if they build bits and pieces successfully around the edges vs the core system.
Old Incumbents Pose Challenges, Spark Replacement Opportunities
it's clear why workday, market and zoominfo are at the bottom of the list. the older incumbents will be hardest to work with in the short term, which also creates the most interesting opportunities to replace them
AI Complexity Favors Established Firms over Pure‑play SaaS
Many of the big cos that will make it are likely the ones that benefit from the complexity that AI creates vs just betting on new agent success (also Datadog is more infra and not pure play SaaS - harder...
SAP Blocks AI Startups by Locking API Access
the latest from the API wars front: SAP is now locking down its API access to third parties, essentially blocking AI companies. Like many others, SAP can't really compete on building its own agents, so the next best thing is...
AI Agents Boost Legacy System Usage, Driving Higher Costs
The legacy system of record is more useful to AI agents than a system of engagement…until the data can be extracted or recreated and then they need more
AI Sparks Rapid Shift From Legacy Tools to Innovation
For the last 20 years, sales leaders insisted on Salesforce. Same with NetSuite and finance. A terrible UI was not a dealbreaker since it's what they knew and trusted. Less than 6 months of being Claude-pilled and those same people...
Finance Pros Replace Excel with Claude for Data Analysis
I’ve seen the biggest change in AI usage in the last couple months from my finance friends many of whom were excel diehards and only light ChatGPT users…Claude now does the first pass at their data room analysis, their slide...
Adopt a Weekly Tool Turnover Mindset
Many gems here on an AI-driven culture from @tryramp, but I love the mindset shift around building, but also quickly replacing. It’s *not* “I’ve been using a CRM for 20 years and refuse to learn anything new.” “Many of the tools...
Data Cleanup: Underrated Barrier to Enterprise AI Success
good notes on the real challenges/opportunities for enterprise AI. the data clean up one is one that everyone knows but underestimates. The data issue also being an org issue around ownership and access that startups need to navigate is spot...
Reps Prefer Granola Over Gong and AI Summaries
keep hearing AEs rave about @meetgranola...gong is for managers (and AI summaries are just ok), granola is what the reps actually want
Guide Clients to Ambitious AI Futures, Not Cost Cuts
This: “Your customer knows even less about these models than you do. You need to start guiding them toward the most ambitious version of their future. If you're in an industry that really values its employee base, paint a picture...