SaaS is actually here to stay

I would buy SaaS stocks right now. I think the SaaSpocalypse is dumb. SaaS stocks will be up majorly in the next couple years. Not investment advice, but the reason I'm so bullish on SaaS is everybody internally here is, we've all got agents and we're all using Codex and whatever, and we still pay for a ton of SaaS and our SaaS spend is up year over year. And we're not like vibecoding every single little thing. I think that what agents do is increase the number of users of SaaS, not get rid of it. And so I think SaaS companies are going to see an insane spike in the amount of demand that they have because there's going to be tons of agents using these products at a very high volume. That's a huge infrastructure challenge. There's a lot of interesting pricing challenges, but it makes me very bullish on SaaS.