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SaaS stocks

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Feb 5, 2026 by Sam Altman · across every show →

Everything said about SaaS stocks, oldest first

Feb 5, 2026 neutral
Prediction Not checkable as stated
Altman predicts ongoing volatility, sell-offs, and booms for SaaS and software
“There, I expect there will continue to be more. I expect there will be big booms in software. I think it's just gonna be volatile for a while as people figure out what this looks like”
Sam Altman Feb 5, 2026 ▶ 12:32 FULL INTERVIEW: Sam Altman Responds to Anthropic’s Attack Ads, Live on TBPN
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
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