Ben Thompson
6 statements across 1 episodes · 2 bullish · 2 bearish · 1 people on the record · first statement Feb 12, 2026 by Ben Thompson · across every show →
On the record as a speaker too: Ben Thompson's record, appearances and statements → this page counts the times other people say the name.
Everything said about Ben Thompson, oldest first
Feb 12, 2026 positive
Feb 12, 2026
Feb 12, 2026 negative
Feb 12, 2026 positive
Feb 12, 2026 bearish
Ben Thompson: SaaS growth slowdowns will force severe valuation haircuts
“People saying they're going to zero are wrong. But if the assumption is you're fine, but you're not going to be growing indefinitely, like that shift from thought of as being a growth company to being a stable. That's a haircut, and again, it's combined with t…”