About this episode

Andrew Walker interviews Marcelo Lima about the implications of AI on SaaS companies and the current market dynamics.

In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Marcelo Lima of Heller House Capital about the "SaaSpocalypse". Marcelo shares his perspective from years of following software companies, arguing that fears around AI disrupting SaaS are overblown. They examine whether AI tools threaten incumbents like Salesforce or instead strengthen them through faster product development. The discussion covers valuation compression, enterprise software moats, customer behavior shifts, and the role of AI as infrastructure. Andrew also raises concerns about disruption risks, insider signals, and workforce changes, leading to a debate on whether this moment represents risk or opportunity. Marcelo's memos on software Memo 1: https://mailchi.mp/hellerhs/opportunities-in-software Memo 2: https://mailchi.mp/hellerhs/opportunities-in-software-part-ii _________________________________________________________ [00:00:00] Introduction and SaaS apocalypse topic [00:02:24] Disclaimer and setup discussion [00:03:26] SaaS selloff and market reaction [00:07:58] AI disruption concerns raised [00:10:09] Valuation compression and risk pricing [00:14:24] Salesforce adoption…

People in this episode

Host: Andrew Walker

Guest: Marcelo Lima

Topics covered

• SaaSpocalypse
• AI disruption
• software companies
• valuation compression
• enterprise software
• customer behavior
• investment opportunities

Keywords

• SaaS
• AI
• investment
• valuation
• software
• disruption
• market reaction

Mentioned in this episode

Organizations: Heller House Capital, Salesforce

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