Jason Kam(@MapleLeafCap):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.

2026.04.23 16:50

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.

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