
Is SaaS Dead?
Down Round
00:00
Talent, Frontier Models and Moat Limits
They argue only deep pockets can hire frontier researchers, so many SaaS firms can't out‑build OpenAI/Google models.
Play episode from 41:24
Transcript

They argue only deep pockets can hire frontier researchers, so many SaaS firms can't out‑build OpenAI/Google models.