Navigating the SaaS Apocalypse: Why AI Disruption is Mispriced | Deiya Pernas | Pernas Research
About this episode
Deiya Pernas discusses the mispricing of smaller SaaS companies amidst AI disruption and reveals investment opportunities.
Monetary Matters listeners can save 20% on their first-year subscription to Pernas Research: http://pernasresearch.com/monetarymatters Software stocks have plummeted as the market prices in existential threats from AI capabilities and the rise of "vibe coding". In this episode, Deiya Pernas of Pernas Research explains why he believes the market is entirely misjudging the resilience of smaller SaaS companies. He argues that real-world integrations, enterprise-grade security, and privileged API access create powerful moats that simple code generation cannot easily replace. Pernas also reveals a previously multi-billion-dollar enterprise company that he sees 100% upside in over the next 12 months. Tune in to discover how to navigate the current "SaaS apocalypse" and identify mispriced opportunities in the market. Follow Pernas Research on X: https://x.com/pernasresearch Follow Max Wiethe on X: https://x.com/maxwiethe Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps: 00:00 SaaS Apocalypse Setup 00:43 Pernas Research Offer 02:02 Software’s Second Leg Down 04:21 What Really Disrupts 07:23 Spotting Real…
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