Jared Sleeper

And huge thanks, of course, to producer and lead editor Mercedes Maitland of Maitland Audio, and editor Jake Chafee for making sure that these find their way into your ears every week.

And finally, big thanks to my only husband, Jared Sleeper, who not only edited this episode, but also, as this week's secret, here it is.

Okay.

So Jared, behind my back, commissioned a song by renowned film and television composer who has tracks on Netflix and HBO and is an electronica artist who works with Ultra, Jason Scardamalia, who literally sampled the spider vibrations captured using laser vibrometry by salticidologist Dr. Damian Elias' Berkeley Lab, featuring the beats of the Habronattus pyrethrix, cognatus, docinus, pugillus, schlingeri.

We're gonna be speaking to someone who's been in the software space, an investor in the software space for a long time, recently put out a great deck, sort of really diving into SaaS of the SaaS apocalypse and what kinds of companies are thriving and what kinds of companies were struggling even before everyone started talking about AI code generation and all that.

We're going to be speaking with Jared Sleeper.

He is a partner at Avenir, which does growth investing, private company.

So

But they're not right.

And so you've kind of lost the ability to kind of put an actual floor in underneath the valuations as a result of that.

Jared Sleeper, thank you so much for coming on OddLots and explaining how software works.

My pleasure.