David Sacks

And I actually don't believe in the Citrini or the Doomer take on this, but I can see why...

the market would feel this level of uncertainty.

the market would feel this level of uncertainty.

100%.

100%.

given how predictable a category SaaS used to be just, say, a year ago.

given how predictable a category SaaS used to be just, say, a year ago.

But is this just another dueling science fiction take?

But is this just another dueling science fiction take?

I mean, or what's your evidence for this?

I mean, or what's your evidence for this?

I think it's fine to have a sci-fi take about the future.

I think it's fine to have a sci-fi take about the future.

I think it's intuition, I think.

I think it's intuition, I think.

Yeah, but is there data?

Yeah, but is there data?

Because I can show you some data that I think contradicts what you're saying.

Because I can show you some data that I think contradicts what you're saying.

Well, Jake, I want to hear what you have to say because I know you're experimenting with this, but let me just show you a few data points real quick because I think this is relevant.