Is AI Killing SaaS? Why Software is the New Iron Ore and Copper

If you are worried about your SaaS company stock options or ESPP right now, you aren’t the only one. Many tech employees and investors are looking at their portfolios and wondering what comes next.

As a market practitioner, I’ve been tracking the severe hit SaaS companies are taking, and unfortunately, it doesn’t look like a temporary dip. In my latest video, I break down the macroeconomic conditions driving this correction and why the fundamental nature of software is changing.