Post by BuccoCapital Bloke on X
BuccoCapital Bloke@buccocapital
XThis is the bear case for “Web 2.0” application SaaS companies, and IMHO the true reason why they trade like death
They are the system of record. This was their opportunity. And they are getting their clocks cleaned
Companies are implementing AI, just not with them.

347 likes32 repliesPosted Nov 21, 2025