services economy
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 7, 2026 by David Friedberg · across every show →
Everything said about services economy, oldest first
Feb 7, 2026 bullish
Friedberg: SaaS will absorb the services economy within a couple of years
“SaaS basically takes over the services economy. And if you look at the market cap and the revenue and profit generated by services businesses, and you assume that they now go to 10 to a hundred X larger, and they're all going to accrue to software. I think tha…”