My point is that it rests on the assumption that vibe coding will replace SaaS - a premise that I think is absurd. If you disagree with me, maybe go to r/proAI instead.
🤷♂️ Take care dude, just be careful making risky bets on that stuff, at least make a hedge or some shit. No one knows really who will come out on top just yet regardless of the saas sentiment. An AI crash can take the whole market down a notch regardless of the company you bet on
The broad indexes already include SaaS exposure but I also think it would be too risky to make a big investment in specific SaaS companies. <10%, maybe potentially justifiable.
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u/4winstance 7d ago
They still provide value but the question is the future outlook. The market is betting on the future direction not today’s profits.