SaaS Basket Likely Down
31:43–32:32 · 49s
Jon bets major SaaS names are lower by 2026, arguing AI’s rapid improvement will erode relevance for some big software players while a few adapt and thrive.
31:43–32:32 · 49s
Jon bets major SaaS names are lower by 2026, arguing AI’s rapid improvement will erode relevance for some big software players while a few adapt and thrive.
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