mainframes

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 6, 2026 by Doug O'Laughlin · across every show →

Everything said about mainframes, oldest first

Feb 6, 2026 bearish
Opinion
O'Laughlin: SaaS stocks are mispriced for mainframe-level low growth
“The adjustment period is the big problem, because all the stocks are priced, like, they're not gonna be mainframes”
Doug O'Laughlin Feb 6, 2026 ▶ 9:05 FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 500 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.