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← SaaS stocks are a buy right now.

8 connected korrents · 6 moments on record from 3 Feb 2025 to 1 Sept 2026.

Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: SaaS stocks are a buy right now. SaaS stocks are a buy right now. DS Dan Shipper — holds since 2026-05-24 — tap for who they are Same subject: Agents will increase the number of users of SaaS rather than get rid of it. — tap to centre the map on it Agents will increase thenumber of users of SaaS ratherthan get rid of it. DS Dan Shipper — holds since 2026-05-24 — tap for who they are Same subject: AI companies are disrupting entire industries, causing a partial collapse of the traditional SaaS business model. — tap to centre the map on it AI companies are disruptingentire industries, causing apartial collapse of thetraditional SaaS business… PL Pieter Levels — holds since 2026-09-01 — tap for who they are Same subject: AI-assisted ('vibe') coding has made it so easy to build competing SaaS apps that a plain, unremarkable SaaS product can no longer easily attract signups. — tap to centre the map on it AI-assisted ('vibe') codinghas made it so easy to buildcompeting SaaS apps that aplain, unremarkable SaaS… PL Pieter Levels — holds since 2026-09-01 — tap for who they are Same subject: Most SaaS subscriptions can now be replaced by software you vibecode for yourself. — tap to centre the map on it Most SaaS subscriptions cannow be replaced by softwareyou vibecode for yourself. PL Pieter Levels — holds since 2026-07-26 — tap for who they are Same subject: Software used to make you marginally more productive; an agent gets the job done for you, so you are hiring it rather than buying it. — tap to centre the map on it Software used to make youmarginally more productive; anagent gets the job done foryou, so you are hiring it… CB Clay Bavor — holds since 2025-08-18 — tap for who they are Same subject: The reason a software-as-a-service business can charge a subscription is that it holds a gun to the customer's head over their own data. — tap to centre the map on it The reason asoftware-as-a-service businesscan charge a subscription isthat it holds a gun to the… MK Martin Kleppmann — holds since 2026-04-22 — tap for who they are Same subject: When the agent runs inside the user’s own surface the user pays for the tokens, not the vendor — which is what saves SaaS margins. — tap to centre the map on it When the agent runs inside theuser’s own surface the userpays for the tokens, not thevendor — which is what saves… DS Dan Shipper — holds since 2026-05-24 — tap for who they are Same subject: When writing software becomes cheap, platform SaaS dies: companies stop buying Salesforce and start building their own business logic, as China already does. — tap to centre the map on it When writing software becomescheap, platform SaaS dies:companies stop buyingSalesforce and start building… DP Dylan Patel — holds since 2025-02-03 — tap for who they are
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At the centre SaaS stocks are a buy right now. Holds Dan Shipper Read this korrent →