SaaS Systems Of Record

topic on 1 show · 1 statements across 1 episodes

20VC

1 statements about SaaS Systems Of Record, every show

20VC Assertion Supported
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 …”
Rory O'Driscoll Feb 5, 2026 ▶ 16:56 The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI

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