Rob Walling

So that is the episode today.

If you don't like AI, I'll be back again next Tuesday morning.

But first topic is an article that we will link up in the show notes called AI is Killing B2B SaaS.

And I think my question, and I'll kick it to Tracy first, is, is AI killing B2B SaaS or will it just be subscription software by another name?

Is the market overreacting?

Because as we're recording this, the stock market is brutalizing some public SaaS companies.

What are your thoughts?

One thing I was really surprised by in this piece, which is actually pretty well written.

There's some things I quibble with, but one fact that he was displaying was that HubSpot and Klaviyo are down 30%.

And analysts are writing notes titled, no reasons to own software stocks.

And when I think of how complicated HubSpot and Klaviyo is, it's like, no one's, you're not going to vibe code those.

Like that, it is probably more powerful than Drip.

And Drip is complicated as

And so I'm just like, anyways, with that in mind, Einar Volset, what are your thoughts on this topic?

When oversold, you mean people have been selling them, so they're going down and you think it's

Yeah.

And so I, here's the thing.

When I say SaaS isn't dead and I roll my eyes, people say, well, of course you say that because you're all, everything you have is built on SaaS.

And you know, you know what?

That's not actually true.