AI's Impact on SaaS: Market Overreaction?

追加: 2026-05-25

[00:00:00]Speaking Speaking of you know, market over reactions, you know, recently we had the SAS apocalypse, right? Where a lot of SAS companies lost 50, 70% of their value seemingly overnight. Do you feel like that's just a a market overreaction or do you feel like the incumbents like I don't know, Salesforce and other SAS players like that are really threatened in this new wave of I think AI is definitely a real trend that will impact these businesses. I think the stock market reaction is overblown.

[00:00:27]I think the way that SAS companies operate will evolve to incorporate AI.

[00:00:33]So with the the way I think about it, it's not SAS, it's like AI plus SAS. So it'll just look different and you still have to do these workflows. I don't think AI will do everything for you for a while at least. And depending on where you are in that stack, you're at different layers, different levels of risk, right?