Is SaaS Dead? | The Brainstorm EP 119
ARK Invest·2026-02-13 13:54

Nick, is SAS dead. >> Questions around growth, multiples collapsing, layoffs everywhere you look, >> but the world is running on all of these companies currently. Do they just get swept out.What happens here. Or are they just going to adapt. >> I don't know.We'll see. Maybe the market is trying to understand if there is a technology problem or maybe we're looking at a business model reset. Maybe both.That's what we're here to discuss and that's why we've got Frank with us today covering SAS at Arc. Frank, t ...