Feb 8, 2026
The SaaS-pocalypse & AI Cognitive Dissonance
An analysis of the paradoxical market reaction to AI infrastructure spending and the shifting SaaS landscape.
Market Thoughts 10 min Macro Tech SaaS AI
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2 posts in this topic.
An analysis of the paradoxical market reaction to AI infrastructure spending and the shifting SaaS landscape.
A deep dive into Figma, the impact of generative AI, and where I think it's going.