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SaaS industry

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Feb 12, 2026 by Ben Thompson · across every show →

Everything said about SaaS industry, oldest first

Feb 12, 2026 bearish
Opinion
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…”
Ben Thompson Feb 12, 2026 ▶ 51:55 Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
Mar 10, 2026 neutral
Insight
Collison: AI agents expose the lack of APIs for SaaS dashboard switches
“It turns out there's a lot of switches in the dashboard. Yeah. You know, there's no API for, and we are all as an industry collectively discovering that.”
John Collison Mar 10, 2026 ▶ 15:18 Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
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