The TWIML AI Podcast · Wednesday, October 28, 2026
Daniel Jeffries revisits his past predictions regarding the 'SaaSpocalypse,' admitting he was wrong to dismiss the replacement of traditional applications. He notes that various high-valuation companies are now going under and being sold off in fire sales at massive discounts.
“I always like to see my predictions that were wrong. And I think about a year and a half ago, I was saying, the SaaSpocalypse is nonsense. Nobody's going to rebuild half of these applications. I think that I was wrong about that.”
“you are starting to see a number of companies that were worth a huge amount of money go under and be sold in fire sales at 90 below value”