Software Is Replacing Salaries — And It's Sorting SaaS Into Winners and Losers episode artwork

EPISODE · Feb 3, 2026 · 40 MIN

Software Is Replacing Salaries — And It's Sorting SaaS Into Winners and Losers

from Equity Empire Podcast · host Colin Tedards

The SaaS sector just had its worst day since Covid. Wall Street is selling everything — but they're making the same mistake they always make: lumping all software together. AI isn't killing software, it's replacing salaries. That's great for some companies and devastating for others. I walk through the three camps of SaaS and why the same trend destroying one group is fueling another.

Episode metadata supplied by the publisher feed · Published Feb 3, 2026

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Software Is Replacing Salaries — And It's Sorting SaaS Into Winners and Losers

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