SaaS companies start getting GOOG vibes

Summary

• The author draws a parallel between last year's fear that ChatGPT would destroy Google and the current sentiment towards SaaS companies threatened by AI disruption.
• Thesis: The fear of AI disrupting SaaS is likely overblown, similar to Google's resilience, presenting a potential contrarian buying opportunity across the SaaS sector.
• Quality assessment: Speculation – the post lacks data, specific companies, or rigorous analysis; it's a short, opinion-based discussion prompt.