SaaS systems of record
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 5, 2026 by Rory O'Driscoll · across every show →
Everything said about SaaS systems of record, oldest first
Feb 5, 2026 bullish
O'Driscoll: Churn rates have not spiked for core SaaS systems of record
“The churn rates haven't gone up. So there's no evidence that their revenue is any less durable. And there's this whole narrative about how it'd be replaced by Vibe coding, but I think, Jason, your post was great on why that's bullshit. Churn hasn't spiked for …”