Mike Jung on X: "This post from @edsim from ~1 year ago speaks to what Wall Street is coming to grips with now. Prescient. Didn't expect that PE firms and BDCs would get clobbered because of their exposure to SaaS, but it makes perfect sense. @ttunguz points this out in one of his recent" / X
This post from @edsim from ~1 year ago speaks to what Wall Street is coming to grips with now. Prescient. Didn't expect that PE firms and BDCs would get clobbered because of their exposure to SaaS, but it makes perfect sense. @ttunguz points this out in one of his recent posts. Will be interesting to see how this plays out over the next few years.
Lots of debate on the future of SaaS - the reality none of us really know and these are all guesses Also when it comes to the enterprise, it's so early But here's what many VCs are thinking 🤔: Software is eating the world AI is eating software but that is just cannabalizing Show more
6:52 PM · Feb 5, 20261.7KViews
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