Vollset: Public SaaS companies report zero AI disruption and no added churn
Einar Vollset · Episode 836 | The 5 A.I. Moats Acquirers Value Most · Jun 9, 2026 · at 12:13
Einar Vollset contrasts market narrative panic surrounding AI disruption with the actual financial earnings reports of public SaaS companies.
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“Most of the like public SaaS companies are reporting, like, you know, they're coming like, we're not seeing any disruption whatsoever from AI, no additional churn, but in the public markets, the sky is falling.”
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