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SaaS industry

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 24, 2026 by Jon Noronha · across every show →

Everything said about SaaS industry, oldest first

Jul 24, 2026 bearish
Opinion
Noronha: AI is an anti-incumbent force questioning every software moat
“And AI is such a sea change that I do think it is just this anti-incumbent technology across the board. It is, I mean, this is why we have a SaaSpocalypse now, is it's kind of questioning every software company's moat.”
Jon Noronha Jul 24, 2026 ▶ 25:37 How Gamma pulled off their AI pivot | Jon Noronha (Co-founder and CPO of Gamma)
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