SaaS funds

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 29, 2026 by Ev Randle · across every show →

Everything said about SaaS funds, oldest first

Jun 29, 2026 bearish
Opinion
Randle: Dedicated SaaS funds face a tough strategic position in AI
“It would kind of suck to be like the SAS fund right now, you know? And I know a lot of people that are, you know, that have kind of been the SAS fund have like reinvented themselves and been like, oh, we're now like the SAS AI fund. But that's just a much toug…”
Ev Randle Jun 29, 2026 ▶ 15:04 Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop.. · Sourcery with Molly O'Shea
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