All-In with Chamath, Jason, Sacks & FriedbergNikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T companyAnalytical SaaS Is Dead
7:08–7:46 · 38s
Declaring a major industry upheaval, Nikesh insists that large-language models make data-analysis SaaS products obsolete, saying "it's over" for that category.