Why Rollups Outcompete Vertical SaaS

The Information’s Anissa Gardizy and TD Cowen’s Derrick Wood talk with TITV Host Akash Pasricha about Oracle's cloud profitability worries. We also talk with Anansi Captial’s Vinay Iyengar about AI rollups and why the traditional SaaS model is dead, and The Information’s Sara Germano and Nick Wingfield about Apple's new F1 media deal and the $12 billion youth sports tech market.

Articles discussed on this episode:

https://www.theinformation.com/articles/oracle-assures-investors-ai-cloud-margins-struggles-profit-older-nvidia-chips

https://www.theinformation.com/articles/moneyball-minors-inside-booming-business-youth-sports-apps

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