"SaaS is completely OVER"
20VC with Harry Stebbings·2025-12-01 15:05
I think the era of data labeling companies is over and it's now the era of research accelerators. >> Today I do not pull any punches with Jonathan Sedat, founder and CEO of Turing, a company that he has scaled to over 350 million in annual recurring revenue. All knowledge work is going to be automated.It's only a matter of time. I don't see an AI bubble. These models are incredibly powerful today.SAS as we know it, I think is over. I think it's completely over. ...