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E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
All-In with Chamath, Jason, Sacks & Friedberg
Is the AI Revolution Going to Do for SaaS?
I think that this AI revolution is going to do for SaaS, what mobile did for a lot of the Web 1.0 companies where they were either disrupted by mobile or turbocharged by mobile. So you think about Facebook, it successfully made its business so much better because people are just using it a lot more on their mobile devices. I think AI is going to be like that for SAAS, where there's going to be a lot of SaaS products that are just absolutely 100% right if you're 100% right. It will change our work lives in ways that are hard to predict right now.
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