SaaS industry

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 12, 2026 by Sridhar Ramaswamy · across every show →

Everything said about SaaS industry, oldest first

Feb 12, 2026 bullish
Prediction Not checkable as stated
Ramaswamy: AI coding will consolidate software market value toward platform players
“I think that is going to be a concentration towards platform players.”
Sridhar Ramaswamy Feb 12, 2026 ▶ 26:42 Who’s Winning The AI Race? + Software’s Future — With Sridhar Ramaswamy
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