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SaaS

also referred to as: software as a service

3 statements across 3 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Aug 8, 2022 by Joe Lonsdale · across every show →

Everything said about SaaS, oldest first

Aug 8, 2022 negative
Opinion
Lonsdale: Tech Over-Indexed on SaaS Instead of Real-World Manufacturing
“I think we've done too much in tech the last 10 years where they, if they define tech as the software and optimizing things and having all these smart people getting really good at building software as a service. Whereas we actually need to be building things …”
Joe Lonsdale Aug 8, 2022 ▶ 26:04 How Psychedelic Medicine Could Transform Healthcare | Why Medical School Is Broken · Joe Lonsdale
Feb 17, 2026 bullish
Opinion
Lonsdale: AI Enterprise Value Will Be 10X Larger Than Cloud SaaS
“I think it's worth like 10 times as much. And I think that's true of this wave in general. There's some like huge multiple difference right now. So whatever we did the last 10 years is like exponential.”
Joe Lonsdale Feb 17, 2026 ▶ 8:39 Top Tech Investors: This AI Wave Is 10X Bigger Than SaaS · Joe Lonsdale
Apr 17, 2026 bearish
Insight
Melas-Kyriazi: AI Has Eradicated Traditional SaaS Switching Cost Moats
“Because of AI, that's changing. It's cheaper for competitors to build software. It's cheaper for people to vibe code their own software. And it's also easier to migrate data because of AI agents. So I think switching costs have gone down. And so I think it's r…”
John Milles-Kiriazzi Apr 17, 2026 ▶ 25:25 How AI Agents are Changing Investing · Joe Lonsdale
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