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PCORBULLISHSubstantive discussion · 3/5

SaaS with real-world component more defensible

The guest argued that SaaS companies connected to physical, 'old world' industries (like Procore in construction) have greater defensibility against AI disruption.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
PCOR: SaaS with real-world component more defensible · Zortix