The Minutes of David Sacks on saas https://minutesof.com/david-sacks/on/saas/ Everything David Sacks has said on saas: 4 verbatim quotes between February 2026 and August 2026, each with a timestamp and a link to the recording it… en Wed, 09 Sep 2026 00:33:53 +0000 Sacks reveals Leopold's short positions on Adobe and SaaS also contributed to losses. https://minutesof.com/q/a7809f36-1cdf-4732-9921-048c3d8ff3da/ https://minutesof.com/q/a7809f36-1cdf-4732-9921-048c3d8ff3da/ “He short Adobe and a whole bunch of other SaaS companies. And those trades also moved the wrong way on him.” — All-In Podcast Sat, 08 Aug 2026 00:32:00 +0000 saas Sacks argues established SaaS products have millions of bug reports and enterprise testing that AI-generated c https://minutesof.com/q/dbddc5aa-b1aa-4b39-9784-595065215e1b/ https://minutesof.com/q/dbddc5aa-b1aa-4b39-9784-595065215e1b/ “Think about how many bug reports have been filed on Salesforce's code base over the last twenty five years, maybe millions of them. That system has been tested across thousands of large customers and enterprises.” — All-In Podcast Sat, 07 Feb 2026 04:35:00 +0000 saas Sacks contrasts limited AI copilots within individual SaaS tools with cross-platform AI tools like Claude that https://minutesof.com/q/bbb7af22-8523-40a8-96c8-cee5eb7560e3/ https://minutesof.com/q/bbb7af22-8523-40a8-96c8-cee5eb7560e3/ “All these SaaS products are rolling out like AI copilots inside their tools. And some of them work pretty well, but they're limited to playing in that sandbox.” — All-In Podcast Sat, 07 Feb 2026 04:35:00 +0000 saas