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SaaS

2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Jun 15, 2026 by Paul Mark Morris · across every show →

Everything said about SaaS, oldest first

Jun 15, 2026 bullish
Prediction Not checkable as stated
Morris: Capital leaving SaaS will rotate into hard assets and real estate
“Huge shift in the way internet and online investing is taking place, and really that shift, a lot of it, I believe, will go to hard assets, and that definitely includes real estate.”
Paul Mark Morris Jun 15, 2026 ▶ 0:32 URGENT SHIFT: Digital Wealth is Dying and Real Estate Holds the Key!
Jun 15, 2026 bearish
Opinion
Morris: Seat-based SaaS business model is broken by agentic AI
“This is a business model that's worked for 20 years, and the market is looking at this and saying the business model is broken, and it's broken by Open Claw in combination with AI and what Open Claw can do with AI.”
Paul Mark Morris Jun 15, 2026 ▶ 10:30 URGENT SHIFT: Digital Wealth is Dying and Real Estate Holds the Key!
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