Jason Calacanis

Finally, this piece got a lot of pushback.

There was a silly piece in it or a section in it where they said AI agents would vibe code their way to displacing DoorDash

There was a silly piece in it or a section in it where they said AI agents would vibe code their way to displacing DoorDash

And that's kind of silly if anybody's run a network-based business knows.

And that's kind of silly if anybody's run a network-based business knows.

Sax, I assume you read this piece or at least saw the fallout from it.

Sax, I assume you read this piece or at least saw the fallout from it.

What's your take?

What's your take?

And then we'll go to you, Friedberg.

And then we'll go to you, Friedberg.

Because- They were rock solid, yeah.

Because- They were rock solid, yeah.

Well, chaos is a ladder, Friedberg, and this means opportunity.

Well, chaos is a ladder, Friedberg, and this means opportunity.

So if we look at this and SaaS has headwinds, then is there a winner?

So if we look at this and SaaS has headwinds, then is there a winner?

Is open source the winner?

Is open source the winner?

Or is this all deflationary in your mind, Friedberg?