Deirdre Bosa(@dee_bosa):"SaaS was Software as a Service. I believe it's going to be service as software." @generalcatalyst's Madhu Namburi on the AI roll-up thesis. Services is a $20 trillion market.... multiple times the size of software. not the PE playbook of debt and cost-cutting. Venture is buying legacy companies and using AI to drive growth

Deirdre Bosa

@dee_bosa

Pronounced Dear-dra. Anchor & reporter @CNBC in SF. Leafs fan 🇨🇦

가입 March 2011

4.5K 팔로잉 중 68.4K 팬

Deirdre Bosa@dee_bosa

2026.05.08 21:32

"SaaS was Software as a Service. I believe it's going to be service as software." @generalcatalyst's Madhu Namburi on the AI roll-up thesis. Services is a $20 trillion market.... multiple times the size of software. not the PE playbook of debt and cost-cutting. Venture is buying legacy companies and using AI to drive growth