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enterprise SaaS

3 statements across 3 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Aug 2, 2025 by Jordi Hays · across every show →

Everything said about enterprise SaaS, oldest first

Aug 2, 2025 bullish
Opinion
Hays: Replicating enterprise software like Figma with AI remains extremely difficult
“When you think like Figma has been like shipping features every single day for a decade now. And even if you knew exactly which features mattered and how they all work together it would be very difficult to create a one-to-one clone.”
Jordi Hays Aug 2, 2025 ▶ 12:06 Weekly Recap: Gwyneth Paltrow Saves Astronomer, Figma’s IPO, Top AI Researchers Ranked
Feb 14, 2026 bearish
Opinion
Hays: Risks of vibe-coded software outweigh savings for many businesses
“The potential risks of using, like, a vibe-coded product, like, far outweigh the cost of just paying for the product and having something that's reliable, trustworthy, battle-tested.”
Jordi Hays Feb 14, 2026 ▶ 10:46 Becoming Unsloppable, Anthropic’s Series G, The Mansion Section | Diet TBPN
Mar 12, 2026 bearish
Prediction Not checkable as stated
Karp: Low-value enterprise SaaS companies will rapidly fail
“Now, if that's how your products actually are, you are, now it's you are going to get fucked. Like, and this is going to happen so quickly.”
Alex Karp Mar 12, 2026 ▶ 7:13 FULL INTERVIEW: Alex Karp on AI, Job Loss, and the Future of Work
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