Business · Fortune Technology
What keeps me up at night isn't the idea of these companies failing—quite the opposite
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The reporter is going to be honest about something most VCs won’t say out loud: what keeps me up at night isn’t that the AI companies the reporter back will fail.
Key facts
- Amid the so-called “SaaSpocalypse” that’s engulfed capital markets since the beginning of the year, software stocks have lost over $1 trillion in market cap
- The continent comprises 54 countries, each with its own regulatory environment, currency, and infrastructure
- Practically, this also means the reporter is more comfortable making multiple bets across a specific vertical rather than placing a single large bet on an AI-first business
- It’s because of this fragmentation that global players in AI have largely ignored it in favor of the U.S. and Europe
Summary
The team are living through a genuine step change in the industry. The human management software space — startups building digital tools automating and managing employee-related tasks such as payroll and performance — is set to go the same way as firms like Microsoft roll out similar products as part of a wider bundle. Amid the so-called “SaaSpocalypse” that’s engulfed capital markets since the beginning of the year, software stocks have lost over $1 trillion in market cap. In other words, none of what the reporter is saying is theoretical.