Episode Details

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Chris Casey joins Maggie Lake to explain why SaaS stocks have crashed 30 to 60% since February and what it means heading into earnings season. He argues the real threat is not software demand alone, but the seat-based SaaS business model, as AI agents could reduce the number of paying users many platforms rely on. Chris breaks down where investors may still find resilient software companies, especially those with proprietary data, vertical integration, and mission-critical workflows. He also explains why this looks more like a trading opportunity than a long-term all-clear, and why parts of the sector may have been permanently repriced.

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Chapters:

1:09 - Software Stocks Under Siege Heading Into Earnings

2:19 - Separating the Winners From the Wreckage

5:18 - Who Survives When AI Eats the Business Model?

7:20 - Do Any Software Companies Still Have a Real Moat?

9:44 - Could AI Actually Be a Tailwind for SaaS?

10:25 - ⭐️Wealthion Golden Nugget: Does Size Matter in the Software Shakeout?

12:16 - Can These Stocks Ever Get Back to Their Highs?

13:40 - What Comes After Software Eats the World?

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