SaaSpocalypse
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 12, 2026 by John Coogan · across every show →
Everything said about SaaSpocalypse, oldest first
Feb 12, 2026 bearish
Coogan: AI agents will damage SaaS companies relying on switching-cost moats
“At the same time, the coding model is as remarkable as they are. They'll reshuffle the economics of tech. We're seeing this with the SaaSpocalypse. Certain companies will be stronger beneficiaries of AI. Others will be Damaged because maybe their only moat was…”