dominant enterprise SaaS applications

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 22, 2025 by Rory O'Driscoll · across every show →

Everything said about dominant enterprise SaaS applications, oldest first

May 22, 2025 bullish
Prediction Not checkable as stated
O'Driscoll: AI replacement cycle for incumbent SaaS apps will take 10+ years
“I do believe AI will exert pressure on some of these apps in terms of newer solutions to do it, but I do think we should assume that the replacement cycle plays out over 10 plus years.”
Rory O'Driscoll May 22, 2025 ▶ 1:16:41 Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings
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