SAS companies
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 19, 2026 by Rohit Agarwal · across every show →
Everything said about SAS companies, oldest first
Mar 19, 2026 bearish
Agarwal: SaaS will become systems of record while AI agents handle execution
“In the current format, SAS companies will just become systems of records. So you had the database, which got obsolete because of a SAS platform, which is just crud on this database, but interesting crud on this database. Now, SaaS platforms I think are the new…”