SaaS valuation discount overblown on agent trust
The market is overly discounting established SaaS businesses due to perceived AI disruption risk, underestimating customer trust and deeply embedded back-end logic.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.