Bloomberg Podcasts
@bloombergpodcasts·503K subscribers·32.4K videos
Which software companies will survive the SaaSpocalypse?
Posted
February 19, 2026
Views
2,458
Likes
24
Comments
2
Engagement
February 19, 2026
2,458
24
2
1.06%
Every word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
1:30Now PlayingMounting fears that AI could upend the traditional software business model have triggered a broad selloff across the sector — causing a "SaaSpocalypse."
Jared Sleeper, a partner at Avenir, joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss what types of companies have the best chance of surviving the AI disruption and how investors are dealing with the changing landscape.
#AI #Tech #OddLots #Technology #Business #Podcast
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.
