Jared Sleeper on Which Software Companies Will Survive the "SaaSpocalypse"
Odd Lots19 Helmi

Jared Sleeper on Which Software Companies Will Survive the "SaaSpocalypse"

The start of the year has been an absolutely brutal one for software companies. There’s a big fear that the rise of AI and advanced coding models will pull the rug out from this industry. But even before these AI fears, software companies were seeing their growth slow. So how does the business actually work? And more importantly, what types of companies will actually survive the “SaaSpocalypse”? (Or maybe “the CaSaaStrophe”?) On this episode, we speak with Jared Sleeper, a longtime software investor who is now a partner at Avenir. We talk about the history of software, the evolution of business models, and where the threat is most acute. He also talks about why investors are so nervous, and their fears that in the long term many of these companies will be worth zero, while in the short term, they’re not even making much money on a GAAP basis.

Read more: Private Software Companies Release Earnings Early to Calm AI Nerves

Subscribe to the Odd Lots Newsletter
Join the conversation: discord.gg/oddlots

See omnystudio.com/listener for privacy information.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(1250)

Why Private Credit Got Entangled With Insurance

Why Private Credit Got Entangled With Insurance

Insurers have quietly become a major driver of the private credit boom, with numerous private equity shops striking deals with insurance companies or buying them outright. But the entanglement with pr...

31 Heinä 51min

How the Iranian Economy Actually Works

How the Iranian Economy Actually Works

After the Iranian Revolution of 1979, the country's new leaders — religious and political — promised to redistribute the country's wealth and made moves to make Iran independent from western influence...

30 Heinä 57min

Branko Milanovic on What Comes After Globalization

Branko Milanovic on What Comes After Globalization

It's pretty obvious by now that globalization has fallen out of favor. And while many pundits have deemed economic globalism dead, we are still figuring out what to call this new era. Branko Milanovic...

27 Heinä 1h 1min

How Financial Advisors Can Grow During the Great Wealth Transfer (Sponsored Content)

How Financial Advisors Can Grow During the Great Wealth Transfer (Sponsored Content)

Over the next two decades, more than $100 trillion will change hands in the greatest wealth transfer in history. This is a massive opportunity for financial advisors, both new and established. This co...

26 Heinä 17min

How Franchise Restaurants Opened the Door to the Gig Economy

How Franchise Restaurants Opened the Door to the Gig Economy

When the fast food industry began booming in the 1950s, it did so via a new business model known as the franchise. This model allowed independent operators to license trademarks from a business like M...

24 Heinä 44min

Why Apple Is Heading Into a Pivotal Moment

Why Apple Is Heading Into a Pivotal Moment

There used to be a time when the latest product release from Apple was a huge deal. But lately, it's been kind of 'meh,' and a lot of the hype in the tech world has been directed at companies doing th...

23 Heinä 49min

The Creator of Claude Code on The Hottest Piece of Software in the World

The Creator of Claude Code on The Hottest Piece of Software in the World

2026 has been, in terms of software, the year everyone is talking about Claude Code. Indeed, Anthropic's coding agent incited a market scare — and helped usher in the era of vibe coding — through its ...

20 Heinä 1h 6min

Lev Menand and Nathan Tankus on Why Fed Independence Is Now Hanging by a Thread

Lev Menand and Nathan Tankus on Why Fed Independence Is Now Hanging by a Thread

Last August, President Trump made the unprecedented choice of moving to fire Fed governor Lisa Cook. The administration claimed she was being terminated with cause, citing an ongoing investigation in ...

17 Heinä 1h 5min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
ostan-asuntoja-podcast
oppimisen-psykologia
rss-oivalluksia-rahasta-elamasta
rss-rahapodi
rahapuhetta
rss-10x-finland
rss-hilden-kaira-podcast
rss-rikasta-elamaa
rss-perho-rajoilla
rss-rahataito-podcast
rss-rahamania
rss-uskalla-yrittaa
rss-paikoillenne-valmiit-laakikseen
rss-karon-grilli
rss-seuraava-potilas
rss-paasipodi
rss-inderes