AITomasz Tunguz1 day ago
The CIO's Choices are Clear in 2026
3 min read
Across 87 public SaaS and platform companies, only Infrastructure and Dev Tools (+68.5% 1Y) and Security (+17.6% 1Y) sectors are positive. The market funds the AI stack and sells seat-priced application layers. Business Applications leads losses at -36.2% 1Y.
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