Introducing Back to BaSaa(c)S

I'm starting a series of posts. Nobody asked for it, but I've been doing some deep SaaS contemplation so thought I'd write it down.

There's a strange thing happening in software investing at the moment. On one side, you've got the AI maximalists telling you that SaaS is dead, that agents will replace every application, and that anything built before 2023 is basically a legacy system waiting to be disrupted…..