B2B SaaS companies

“I think there's going to be a lot of pain for B to B SaaS companies that are not solving a real need, that are solving something that is good to have. And I think that's the first thing that a lot of companies are going to cut.”

“Big companies are now more willing to spend money on this stuff than they ever were. So the previous advice of, like, go and sell to other startups, I think is actually not good for very, and maybe a dev tool startup, go and sell to other startups, but in gene…”

“I worry this is the next final act is that you checked out, you did all the right things, right? You're not growing zero percent. Your customers don't hate you. You built an agent and the final nail in the coffin is we just can't afford the inference. We just …”