SaaS vendors

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 21, 2026 by Ivan Burazin · across every show →

Everything said about SaaS vendors, oldest first

May 21, 2026 bearish
Prediction Not checkable as stated
Burazin: SaaS revenue bumps from reselling LLM tokens will drop back down
“And I think that there will be a cold shower when people understand, like, no one's actually going to use and pay for these agents and tokens, and that wasn't actually real acceleration, but it'll drop back down.”
Ivan Burazin May 21, 2026 ▶ 1:05:23 AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
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