SaaS
5 statements across 5 episodes · 1 bullish · 2 bearish · 5 people on the record · first statement Dec 17, 2025 by Helen Hastings · across every show →
Everything said about SaaS, oldest first
Dec 17, 2025 neutral
Hastings: AI software margin profiles fundamentally differ from traditional SaaS
“Really becoming a requirement in the AI era because your costs are so volatile and changing every day, and the margin profiles of software businesses have completely changed with how expensive their costs are and how those costs scale when their users use them…”
Jan 12, 2026 negative
Traditional SaaS playbook fails for AI without professional services, says Thummala
“The typical way that SaaS-type businesses, like software-style businesses, were built, scaled, and sold in the past 10 years was not going to be the same formula that was going to work in this new age because AI requires a ton more professional services, almos…”
Feb 3, 2026 bearish
Mohrer: AI puts software abstraction layers and niche SaaS tools at risk
“The notion of abstraction layers, I think are at risk from AI. So what do I mean by that? Whereas I previously like use a SAS tool that does a certain thing to achieve a goal. Now I just asked the AI to build it from scratch. And it's like, I'm not gonna repla…”
Feb 24, 2026 bullish
Mar 9, 2026 neutral
Wade Foster: Vibe coding is for one-off utilities, not load-bearing SaaS
“I think vibe coding is fantastic for building tools that you can't buy, or these, like smaller utilities, where it's like, hey, this is sort of like a one-off piece of software that I need to use to solve a particular job. Fantastic. We're seeing so much more …”