SaaS companies
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 13, 2026 by Max Levchin · across every show →
Everything said about SaaS companies, oldest first
Apr 13, 2026 bearish
Pure-Play Software Lacking Proprietary Data Will Be Replaced
“I think companies that have built software orally and just sell that software are very vulnerable. Like the bar for quality of software is going up rapidly... If you really hate some piece of software that you're using, And it's just software doesn't have some…”