Tidemark's Dave Yuan on 'System of Action': SaaS's next paradigm shift
jeff_weinstein · x · 2026-10-30
Investor Jeff Weinstein shared Tidemark Capital's Dave Yuan's new essay series on 'System of Action,' calling it another masterclass in SaaS.
The series explores the paradigm beyond System of Record: in the AI era, software's core is shifting from recording data to driving actions. Weinstein notes the nuances are greater than in the Record era, as the industry is figuring it out live — a fun and insightful read.
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