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t0mas88 28 minutes ago [-]
Their model sounds similar to ESW Capital. The main threat would probably be some form of SaaS-pocalypse, they both own a lot of fairly simple SaaS products with high prices.
twoodfin 9 minutes ago [-]
I don’t really get the SaaS-pocalypse hypothesis.
That these products are “fairly simple” implies that the value they provide was never in the code to begin with.
That these products are “fairly simple” implies that the value they provide was never in the code to begin with.