The operators playbook: Opinions and thoughts from the QED collective

ECL operates in a market that holds enormous potential. The SaaS landscape in India is maturing rapidly, attracting more investment, and a significant portion of this is geared toward the U.S. buyers.

The same companies who are most likely to benefit from the LLM/generative AI moment are those that are most threatened by it.

Like everyone else in the world QED’s conversations have been awash in generative AI discourse. Unlike most of our peers, we’re resisting jumping to conclusions.