>> SaaS plays have no moats anymore
> I have yet to see literally anyone say this.
I've heard a lot of people say this...including myself after a root beers. I think you just have to look to any time an AI feature is announced and some related companies stock price crumbles. Just google something like "stock price tumbles after anthropic announces" or something like that.
I've heard a lot of people say this...including myself after a root beers. I think you just have to look to any time an AI feature is announced and some related companies stock price crumbles. Just google something like "stock price tumbles after anthropic announces" or something like that.