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Odd Lots: How to Survive the SaaSpocalypse (Podcast)
Bloomberg
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Published 3 days ago

Odd Lots: How to Survive the SaaSpocalypse (Podcast)

Bloomberg · Feb 19, 2026 · Collected from RSS

Summary

The start of the year has been an absolutely brutal one for software companies. There’s a big fear that the rise of AI and advanced coding models will pull the rug out from this industry. But even before these AI fears, software companies were seeing their growth slow. So how does the business actually work? And more importantly, what types of companies will actually survive the “SaaSpocalypse”? (Or maybe “the CaSaaStrophe”?) On this episode, we speak with Jared Sleeper, a longtime software inve


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