SaaS-AI disruption thesis

What experts have said about SaaS-AI disruption thesis

1 statement · 1 negative

1. Adir ShiffmanNegativeAug 21, 2026· The Contrarians with Adam and Adir

   Current financial data does not support the SaaS-AI disruption thesis.

   “There's no mathematical financial evidence that this cesspocalypse is going to play out at all.”

   Listen at 27:20

   Open the episode · Housing Crash Gets Real, NVIDIA’s AI Factory Gamble, Canva’s Markdown

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.