[TZubiri]

I have no idea where this theory that SaaS is dead because vibe coding came from.

My best bet is that some NYC traders take on agents was to post the same bullish take a million times in order to drive tech stocks (which make up the most of the market cap), and buy them for low.

[rmoriz]

I don’t want to speculate who is behind that. Clearly some SaaS shops are way overpriced but this is in no way the end of the business modell. Some contrarian will find the right timing to counter play and become more wealthy…