Post by Prakash on X
Prakash@8teAPi
XIf you don’t get it…
SaaS companies will have to reduce SBC. They will do this by firing employees. I expect a bloodbath, 25% reductions this year, 80% through the cycle. Revenues will also grow of course, but the problem is that AI firms are much more capital efficient.
439 likes20 repliesPosted Feb 3, 2026