05:00
AI Fears Leading to ‘Indiscriminate’ Selloff: Morgan Stanley
A Morgan Stanley analyst appears on Bloomberg Technology to present findings from the bank's fifth systematic mapping of roughly 3,60...
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05:02
How AI is breaking the SaaS business model…
Fireship's February 2026 video argues that the traditional SaaS business model—charging per human seat at high margins—is structurall...
01:29:46
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World
Klarna CEO Sebastian Siemiatkowski joins Harry Stebbings on 20VC to make a pointed case that traditional SaaS is facing an existentia...
12:14
Claude Cowork Plugins Explained (& How to use them)
Ben AI examines Claude Co-work Plugins, a feature from Anthropic that packages skills, tools, and software connectors into department...
07:25
The SaaSpocalypse Continues
A news-driven analysis of the investor narrative dubbed the 'SaaSpocalypse'—a two-week collapse in software stocks driven by growing...
23:24
The $285 Billion Crash Wall Street Won't Explain Honestly. Here's What Everyone Missed.
Nate B Jones dissects the $285 billion market cap wipeout that followed Anthropic's January 30th release of open-source Claude Code p...
01:24:45
Forward Future Live | 02.06.26 | Guests from Modular, Emergence Capital, & Axiom
This episode of Forward Future Live brings together Matthew Berman, co-host Nick Wentz, and three guests to break down the biggest AI...
17:47
Is Software Dead?
The AI Daily Brief takes a deep look at the growing market panic around AI's potential to displace enterprise software companies, a s...
01:37:14
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
The 20VC panel — featuring Harry Stebbings alongside investors including Rory and Jason — digs into one of the most eventful weeks in...
28:57
Google Doubles Down on Spending as AI Fear Returns | Prof G Markets
Prof G Markets examines Google's fourth-quarter 2025 earnings in detail, joined by Scott Devitt, managing director of equity research...