New report from Morgan Stanley on the ERP market (following their great piece on the AI-driven upgrade cycle coming), with some very handy data: - Companies like Rillet, Campfire, Light and others have been winning market share from incumbents, most notably in the $0-$10m ARR

A seed-stage portfolio company is growing super fast and looking for Founding Engineers, based in London. They're going after one of the biggest markets for vertical AI: accounting. The team is cracked - if you know any engineers they should talk to, please let me know!

Visiting Shanghai, Hong Kong and Hangzhou in a few weeks, who should I meet!? Looking to meet folks building in AI/robotics - frankly any builders!

Thanks so much for coming Marlene Mhangami!!!

Yesterday we continued our thematic AI deep dives with MCP Part 2 - we were lucky to be joined by David Soria Parra Benoit Dubief, Olivier Chafik, Paul Carleton from Anthropic. We were also joined by builders from ElevenLabs, Google, Microsoft, Shopify and more. Building on last