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AI software

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 10, 2026 by Einar Vollset · across every show →

Everything said about AI software, oldest first

Mar 10, 2026 bullish
Insight
Vollset: Betting against SaaS assumes software leaders cannot deploy AI
“Like, it's a new software capability, and so applying that to, like, public soft stock is, like, basically the bet, if you're betting against SaaS, you know, or certainly, like, established public SaaS, if you're betting against that, what you're basically arg…”
Einar Vollset Mar 10, 2026 ▶ 14:06 Episode 823 | Hot Take Tuesday: Is A.I. Killing B2B SaaS?, ChatGP...
Aug 25, 2026 negative
Assertion Partly supported
AI software suffers 20% to 40% monthly churn rates by underdelivering.
“And this is one reason we see AI software with these outrageous churn rates of 20 to 40% per month, because the promise is there, and then you dip your toe in, and it doesn't actually work.”
Rob Walling Aug 25, 2026 ▶ 15:05 Episode 847 | What Second Time Founders Do Differently, Pricing A...
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