Is The SaaS Apocalypse Over?
20VC with Harry Stebbings·2026-05-07 14:29the most aggressive quarter in capitalism. This is leaning in like you've never seen leaning in before. This is the top of the distribution pulling away this week.It was the Super Bowl of earnings. Mag 7 earnings. So, what happened.Meta lost. Microsoft Amazon thumbs up and Google home run. Next, is the SAS apocalypse over.Atlassian 29% up. Twilio 20% up. 59 23% up.And then in private markets, Sierra raising $950 million at a $15 billion valuation. And then finally, Sam Alolman versus Elon Musk. Week one of ...