switching costs
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 17, 2026 by John Milles-Kiriazzi · across every show →
Everything said about switching costs, oldest first
Apr 17, 2026 bearish
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…”