large AI companies
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 27, 2026 by JD Ross · across every show →
Everything said about large AI companies, oldest first
Feb 27, 2026 bearish
Ross: Mid-market SaaS will be worthless in five years due to AI
“I think it's a barbell thing. Like, the large AI companies are gonna eat the top end of value, and everyone in the middle is gonna just commoditize, or people who aren't even in the software business. Like, in the next two or three years, this isn't true, righ…”