Zortix matched this thesis to Artificial intelligence ETFs as one way for retail investors to get exposure. Not a recommendation.
SaaS sell-off overdone, incumbents have AI advantage
The guest argued the broad-based sell-off in SaaS, infrastructure, and cybersecurity software is overdone, as enterprise incumbents are well-positioned for AI adoption due to their data, context, and security compliance.
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The story so far
REVIVED · 44 MENTIONS · 33 EPISODES · 17 SHOWS
12 SEP 2025 — 13 AUG 2026 · 5D AGO
19 SUPPORT · 4 CHALLENGE · 4 UPDATE · 2 REPEAT · 15 MENTIONED
- THE BUSINESS BREW
15 EPISODES BETWEEN · 24 MENTIONS
- THE BUSINESS BREW
- THE TIM FERRISS SHOW
- THE COMPOUND AND FRIENDS
- THE ACQUIRERS PODCAST
- THE MEB FABER SHOW
- YET ANOTHER VALUE PODCAST · 3 MENTIONS
- THE COMPOUND AND FRIENDS
- THE TWENTY MINUTE VC
- GOLDMAN SACHS EXCHANGES
- THE TWENTY MINUTE VC · 6 MENTIONS
- MONETARY MATTERS WITH JACK FARLEY
- THE ACQUIRERS PODCAST
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- THE POMP PODCAST · 2 MENTIONS
- THE TWENTY MINUTE VC · 2 MENTIONS
- THE BUSINESS BREW · 2 MENTIONS
- SaaS sell-off overdone, incumbents have AI advantage · THIS IDEA
- Preference for infrastructure and vertical software over apps
10 EPISODES BETWEEN · 11 MENTIONS
- THE POMP PODCAST
- MASTERS IN BUSINESS
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- EXCESS RETURNS
- WEALTHION - BE FINANCIALLY RESILIENT
- A16Z PODCAST
- THE TWENTY MINUTE VC
- THE TWENTY MINUTE VC
- A16Z PODCAST
- THE TWENTY MINUTE VC · 2 MENTIONS
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- BANKLESS
- THOUGHTFUL MONEY
- EXCESS RETURNS
- A16Z PODCAST
- THE TWENTY MINUTE VC
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD