About this episode
Software stocks were once Wall Street’s favorite trade. Investors loved the high margins, recurring revenue, and sticky users. But now they’re getting crushed, and AI is at the center of the panic.
In this deep dive, we break down why SaaS became one of the best business models ever created, what’s driving the recent selloff, whether AI agents and “vibe coding” actually threaten traditional software, and if this is a massive overreaction or a permanent repricing.
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