Bain Capital VC Partner: AI-Era Software Firms Should Embrace 20% Growth and Cut Costs
aaref · x · 2026-08-05
Aaref, Partner at Bain Capital Venture Capital, breaks down two paths for software companies in the AI era. Instead of the frontier lab approach aiming to take over the world, he advocates for an alternative: embracing 20% growth.
This pragmatic strategy focuses on cutting costs, stopping speculative R&D, and making incremental improvements. The post also notes Bending Spoons as an anomaly—a public company operating like a PE firm, buying up US fallen angels.
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