SAS

“If you're spending a hundred percent of your time looking at certain types of consumer companies, you can't help but pattern match in a better way than if you're spending 20% of your time on SAS and 15% of your time being a second partner on someone's, you kno…”

“They had created really the first SAS business On the web at the time, which was an online shopping cart.”

“And so I think like, especially since in SAS and these productivity or utility oriented areas, like there's no upper bound to how many new services can come out and create additive value. Like with consumer social, for instance, there was a finite amount of ti…”

“The single biggest sin in SAS is putting your farmer against someone else's hunter, right? Cause they will lose.”

“Anything that could have been done 20 years ago in SAS probably has been done. So I'm not rooting around in SAS land looking for a good deal, right?”

“The idea that the roll your own initiative, I think is the dumbest thing I've seen in SAS in my career.”

“The thing I would say though about any company in SAS today, and Atlassian is a Prime example of this is they are primed for, ah, disruption right now because AI is going to decimate their seat base for their products. It'll decimate the roles people are playi…”

“SAS now trades at a discount to the S&P 500 for the first time in history.”