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    Alex Clayton

    General Partner at Meritech Capital

    Alex Clayton is a technology investor at Meritech Capital. He holds a B.A. from Stanford University. Previously, he served as a General Partner at Meritech Capital and held various roles at notable organizations such as ClickUp, xentral ERP Software, Personio, Flock Safety, Extend, tray.io, Braze, Justworks, Outreach, Pendo.io, JFrog, Spark Capital, Redpoint Ventures, and Goldman Sachs in investment and board observer positions.

    Highlights

    Dec 7 · twitter

    Public software, a $3T+ asset class, is bifurcating dramatically between companies with AI tailwinds and those without them.

    We segmented 100+ public software companies between those with perceived tailwinds and those without, and pulled their median metrics.

    The results so far are clear: it's wartime for incumbent SaaS vendors to innovate with AI, but executing on an AI strategy can yield significant results/value appreciation.

    Public software, a $3T+ asset class, is bifurcating dramatically between companies with AI tailwinds
    Sep 10 · twitter

    Oracle ($ORCL) was not on the list of incumbents that would be a massive AI beneficiary. The stock is up almost 6x from their 2022 lows. https://t.co/V1e2yREDSY

    Oracle ($ORCL) was not on the list of incumbents that would be a massive AI beneficiary. The stock i
    Sep 27 · MarTech Series
    Tray.io Secures $40 Million to Remedy Unintended Consequences Companies Face on Their Path to Digital Transformation - MarTech Series
    Tray.io Secures $40 Million to Remedy Unintended Consequences Companies Face on Their Path to Digita
    Sep 27 · Business Wire
    Tray.io Secures $40 Million to Remedy Unintended Consequences Companies Face on Their Path to Digital Transformation - Business Wire
    Tray.io Secures $40 Million to Remedy Unintended Consequences Companies Face on Their Path to Digita
    Alex Clayton
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    United States