Tech Deciphered
75 – The SaaS Apocalypse: Why AI Broke the Software Business Model
58:02
The SaaS multiples run was long, but it had to come to an end. Or Had it?
Navigation:
Intro
Setting The Scene
The Roots — This Didn’t Happen Overnight
The Structural Thesis — Why This Isn’t Just A Sell-Off
The Private Market Fallout
The Bull Case — Is The Market Wrong?
Separating The Wheat From The Chaff — Who Survives?
Wrap-Up & Key Takeaways
Conclusion
Our co-hosts:
Bertrand…