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 🇨🇦

加入 March 2011

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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