SaaS-pocalypse: The Real Growth Crisis Unveiled #shorts

Maybe it's that simple, but I actually think I think we got the SAS apocalypse all wrong. I I I think that there's it's um it's not vibe coding that that's killing us. It's just we everybody has lost the the the way to growth. And I think so and I think because of NR, because of revenue retention, because so many of these numbers are backwards looking, I think almost everyone is worse than it looks. You know, it's funny. I wrote it up this week. You could expand the basket very widely, but for the stocks that I follow, the most successful one is Digital Ocean. Digital Ocean's up 28% this year. Digital Ocean all these years to a billion in cloud revenue. Like in some ways very impressive to a billion, right? But in the other hand, like, you know, it's pretty good business to only be doing a billion, right? You're pretty you could be critical, but you need to be radically accelerating growth and profitability at the same time. and you're looking at these public eyes and you're like, who the hell is going to radically reacelerate growth? Who the hell? And that's why when I have to come up with my four to bet on, I could only find three. Like, I'm still going to do four, but I could only find three because I can make the the case that this one's undervalued and that the markets are don't see the inherent value in and but the markets are saying you guys got to reacelerate and they're all going to deacelerate. And so I just think the almost all of these public B2B companies are in worse shape than they look. And while I wish we didn't have the SAS apocalypse, man, I just I think it's worse than vibe coding. I think vibe coding is one of the most minor threats to software companies in our lifetimes. And I vibe code constantly. It's a minor threat. And that's why they'll have to cut half their teams to our conversation last