cloud

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 19, 2026 by John Coogan · across every show →

Everything said about cloud, oldest first

Feb 19, 2026 negative

Insight

Coogan: AI is a disruptive, not sustaining, innovation for SaaS

“This is a disruptive innovation, this is not a sustaining innovation like mobile or cloud. The AI version of, you know, X, Y, or Z SaaS company will not be like the mobile version of that SaaS company.”

John Coogan Feb 19, 2026 ▶ 4:02 The SaaSpocalypse Is Over

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cloud

Everything said about cloud, oldest first

Turn any episode into a week of clips.