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David Sacks: 'SaaS Used to Be So Easily Defensible' — White House AI Czar Validates Disruption Thesis
A clip of White House AI and crypto czar David Sacks explaining why AI is crushing SaaS valuations is circulating at 50K views, with Sacks arguing that SaaS defensibility has fundamentally collapsed. The signal value is high: a sitting government official with regulatory influence is publicly endorsing the structural SaaS disruption thesis — not just investors or analysts. This carries simultaneous policy and market implications at a moment when SaaS multiples are at multi-year lows.
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