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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

Distilling high-signal intelligence into digestible insights.

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Menlo VenturesTechnologyFinanceReport, Blogs & InsightsPE/VC

https://menlovc.com/perspective/2025-the-state-of-generative-ai-in-the-enterprise/?utm_source=substack&utm_medium=email#single0

Enterprise AI has surged from $1.7B to $37B since 2023, now capturing 6% of the global SaaS market and growing faster than any software category in history.

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UJ
Feb 5, 2026