Was chatting with one of the smartest guys I know in public equities this week and talked about SaaS stocks, his answer still sticks with me.
Me: You spending any time in SaaS land at all?
Him: You're not talking to somebody who woke up a loser. SaaS is gonna play defense for the next decade, that's a loser position, I don't back losers, I don't short exponential rise of intelligence that will iron out all friction between atom and bits.
He obviously watches the Jensen interview.
AI is done chatting. Now it swaps, routes, and pays.
Yana Mar, ChangeNOW CBDO, on how crypto is becoming programmable infrastructure for machine-led transactions.
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