Dispatch
Clouded Judgment 3.20.26: Digital Twins as the Next SaaS Growth Vector
Jamin Ball's weekly SaaS financial analysis focuses on digital twins as an emerging category gaining traction among cloud software investors — moving from industrial IoT into enterprise software simulation and AI training data generation. The piece contextualizes why Jensen Huang's GTC emphasis on physical AI and digital twins is resonating with software-oriented investors despite Wall Street's muted reaction to the conference. Includes multiples and public comps analysis.
↳ Follow the thread