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2 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Feb 19, 2026 by John Coogan · across every show →

Everything said about mobile, 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
Mar 6, 2026 bullish
Opinion
Coogan: AI boom is already broader and bigger than mobile
“Mobile AI is, is broader and bigger already than mobile.”
John Coogan Mar 6, 2026 ▶ 13:12 Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
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