SaaS providers
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 7, 2025 by Jordan Fisher · across every show →
Everything said about SaaS providers, oldest first
Oct 7, 2025 bearish
Fisher: Large enterprises are replacing SaaS purchases with AI-assisted internal builds
“Large enterprises sometimes aren't even going out and buying software from SAS providers anymore. They're like, I can just like Throw two people at cloud code and they'll build it and it'll be dedicated to the capabilities that I need for my organization.”