& the counter-argument is those SAAS apps being killed by A.I are growing revenue 20%+ YOY

people who write this BS - one never don't understand SAAS fundamentals, they only see what's on the screen and forget the complexity that lives on the backend - forget the costs of running such a SAAS

before it was low-code will kill SAAS, then Visual UI builders, now its A.I

just like it was before that crypto will kill Trad-Fi

people who say these things - have tied their identity into it so they whole-heartedly believe the bullshit they say even though reality doesn't match

to anyone curious read the 10k (Annual Report) of any public SAAS - Salesforce | Workday etc - people should admire these companies for the machines / ecosystem they built - and also learn the good & mistakes to avoid i.e the bad

those annual reports tell you how the revenue generation machine works, how much revenue is expected 2+ / 3+ years from now - their weaknesses | headwinds and also tailwinds - how those companies grow and continue to grow etc