Dan Shipper@danshipperFeb 7

saas stocks are down big after the model launches this week almost 3 years ago i wrote an article for @every called "what comes after saas": https://t.co/DlHNSDboum i think software is going to fundamentally going to change over the next few years and i think this panic is going to be shortlived. similar to what happened when deepseek dropped...tons of ill informed institutional investors reacting to news they don't understand. most of the big saas companies today are going to be just fine, even in this new world