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software platforms

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 22, 2026 by CJ Desai · across every show →

Everything said about software platforms, oldest first

Jan 22, 2026 neutral
Insight
Desai: Software platforms are sticky, while standalone products are easily replaced
“One of the things is platforms are sticky, products are not. So no matter which software company you create today in the world of, ah, in the age of AI, or you created in the past, Products can be replaced.”
CJ Desai Jan 22, 2026 ▶ 4:55 No Priors Live: Is the SaaS "Bear Thesis" Overblown? MongoDB CEO Answers
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