Post by Arpit Gupta (in DC Sep-Dec 2026) on X
Arpit Gupta (in DC Sep-Dec 2026)@arpitrage
XNice post at @stratechery interpreting the SaaS disruption:
- demand for *software* still goes up a lot
- but the moats and pricing power in SaaS are disappearing.
- nice analogy to newspapers and AI code ~ user generated content
t.co

350 likes11 repliesPosted Feb 4, 2026