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yehoshzl
@yehoshzl
Lots of negativity on SaaS. Bear case seems to be: 1. AI makes seat growth harder as companies are more efficient 2. AI is a net cost for SaaS to integrate, negative on margins 3. Highly priced stocks with no room for slowing growth/margins. Thoughts? I can see this for some companies, definitely not for others tho
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Ben
@benersing
Too early to tell. I do expect a seachange though, and that includes business model change.
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yehoshzl
@yehoshzl
Any specific business model change in mind? I think they have to add a usage based pricing tier or take into account in some way.
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Ben
@benersing
Nothing baked enough to share with conviction. I agree, likely some combination data usage and data asset ownership based
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