Executive Summary
Private capital markets have reached exhaustion, forcing a fundamental shift from 'stay private forever' to mandatory IPO rehabilitation. The SpaceX-xAI merger at $1.25 trillion valuation represents Elon's 'no investor left behind' strategy, but more critically signals that even the most well-capitalized private companies cannot access sufficient capital to maintain growth trajectories. This coincides with a systematic SaaS revenue growth deceleration across all public software companies since Q...
Key Investment Opportunity
Short Traditional SaaS Below Growth Threshold
Companies below $4B revenue growing less than 50% face existential funding challenges and terminal growth decay as AI displaces traditional software workflows
...and 1 more investment opportunities
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