SaaS software providers
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 12, 2026 by Sridhar Ramaswamy · across every show →
Everything said about SaaS software providers, oldest first
Feb 12, 2026 bearish
Ramaswamy: Niche SaaS companies risk becoming dumb backends to major AI models
“What this current moment is pointing out is that that's a very dangerous place to be, and a lot of these players risk becoming dumb backends to the models, which is why Snowflake is so leaning forward on agentic AI and living by what we speak, because that's t…”