The SaaS Apocalypse | Will AI Destroy the Software Business?
Software stocks are under pressure as artificial intelligence makes coding faster, cheaper and increasingly accessible. But does cheaper software actually mean companies like Salesforce, DocuSign and other SaaS giants are becoming obsolete?
Investor Jared Sleeper joins the conversation to examine what AI could really mean for the software industry. The discussion explores why enterprise software has historically been so valuable, what makes these products difficult to replace and why code itself may represent only a fraction of what customers are actually paying for.
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