vertical SAS
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 4, 2025 by David Friedberg · across every show →
Everything said about vertical SAS, oldest first
Jan 4, 2025 bearish
Friedberg predicts vertical SaaS moats and pricing will be destroyed by AI
“I'm probably just going to triple underline vertical SAS again, perceived pricing model being challenged, pricing being compressed as companies explore in-house tools built with AI that replaces these kind of traditional business practices, modes are going to …”